How We Handle Your Data
You’re trusting us with your financial records, so here is exactly how we treat them. We work from read-only access or a backup, we never touch your live banking, and we keep everything confidential.
Free consultation · Fixed monthly pricing · US-based team
Our commitments
What you can count on
Straightforward practices, not legal boilerplate.
Read-only by default
We request read-only access or a backup. We never need — or ask for — your online-banking passwords.
NDA on request
Happy to sign your NDA, or provide ours, before you share a single file.
Confidential, single-purpose
Your data is used only for your engagement. We never sell it or use it for anything else.
Retained only as needed
On request we remove project files once the work and support window close.
Reconciled, with proof
Migrations are handed over with a side-by-side trial-balance proof. The numbers tie out.
We never move money
We don’t initiate payments, transfers, or trades. Your money stays in your control.
Your data, protected
Security & data-handling FAQs
Do you need my bank login?
No. We work from read-only access or a backup and never need your online-banking credentials. We don't connect to or change your live banking.
Will you sign an NDA?
Yes. We're glad to sign your NDA or provide ours before you share any files.
How do I send files securely?
We'll share a secure upload link or accept read-only access. Please don't email full backups as plain attachments.
Who can see my data?
Only the team members working on your engagement. Your data is confidential and single-purpose.
Questions before you share anything?
Email your security or data-handling questions first — we’re happy to answer before you send a single file.