Automation only works if you can trust it completely. Here's exactly how we handle access to your financial world — in plain English.
You invite us as a limited user (like your accountant) or issue a restricted key. Your login stays yours — we never see it, store it, or want it.
Bank connections are read-only by design — the access we use doesn't allow transfers, period. Our automations issue the invoices and reminders you approved. Nothing else.
Every client gets a dedicated automation environment. Your numbers are never pooled in a shared database with anyone else's.
Credentials are stored encrypted. Confidentiality and data deletion at the end of service are contractual obligations, not courtesies.
Revoke the invitation or the key in your own tools and every access we have ends instantly. You never have to ask our permission — the switch is on your side.
| Your tool | How we connect | What we can't do |
|---|---|---|
| QuickBooks / Xero | You invite us with an Accountant role | Change your ownership, users or billing |
| Stripe / PayPal | Restricted API key (minimum scope) | Issue refunds or payouts, unless you approve that scope |
| Your bank | Read-only feed via your accounting platform | Move a single cent — technically impossible |
| Collections email | A dedicated billing mailbox you authorize | Read or send from your personal email |
Security questions are our favorite kind — they mean you're taking this seriously. So are we.
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