Privacy
Books stores your sign-in email, the plan you buy, and the onboarding answers you submit.
Bank CSV files go to a private storage bucket. Only your signed-in account can read them. Parsed transactions are not copied into a database table. The month-end pack is a checklist, not a copy of the bank file.
An accountant share link, on Plus, shows the checklist and business answers. It does not include the CSV or transaction amounts.
Stripe processes the payment. We store the Stripe customer id so the billing portal can open. We do not sell personal data.
Contact Yusuf@yusuf-choudhury.com to ask for a copy or deletion of your account data.