You are handing strangers access to your finances. That deserves specifics rather than a promise, so here is exactly what happens, and what we do not claim.
The same rules for everyone who touches your books, including the people who check the work.
It is never used to train any AI model, ours or anyone else's, and never combined with another client's.
Your data is encrypted with AES-256 when it is stored and TLS 1.3 when it moves.
Your data is never kept on personal devices or on machines we do not manage.
You create a user for us in your own QuickBooks or Xero. We sign in as that user, never as you.
Everyone signs in with a code on top of a password. No shared logins, no exceptions.
Each person and each agent signs in separately, so you can see who did what.
Everyone gets only the access their work needs. A login is removed when someone leaves or the work ends.
We never move them somewhere you cannot reach them. You can look at them whenever you like.
The user is yours. Turn it off whenever you like, and the access ends.
Anything that moves money waits for a person to approve it. Agents never send it on their own.
A confidentiality agreement and a data processing agreement are signed before any access is given.
The agents run on Amazon Web Services, which holds SOC 2, ISO 27001 and PCI DSS certifications. Those are AWS's, not ours.
The real worry is a stranger inside your books. Here is how much they can do at each step, and who decides.
A confidentiality agreement is signed before any access is given. Every login is set up with a second code on top of the password.
You create a user for us in your own QuickBooks or Xero. We start with the least access the work needs, read the last few months of closes and write down how your books actually run.
When you are ready, you give the user more access. The agents take the routine tasks first, and your current process runs side by side, so a mistake shows up in days, not at month-end.
Your person and the agents run the close, and your person checks it before you see it. Anything that moves money waits for a person to approve it. Every month you see who did what.
Their login is removed when they leave. The agents keep the routine running, and a replacement picks it up from our network. You can also switch off our user yourself, in one click, at any time.
Your person and the people who check their work each sign in with a second code on top of a password, work only inside your own software, and your data is encrypted when it moves and when it is stored.
They work through a user you create, so you see who did what and can switch anyone off in one click.
We will not show a badge or a logo until we do. Ask on the call and we will walk through exactly how access is set up for your books.
Your books stay in your own software. The agents' working data is encrypted at rest and never combined with another client's.
Only people signed in through the user you create, each with a second code on top of a password. There are no shared logins, including for the people who check the work. You set what that user can touch.
The person you pick, plus the people who check their work. A confidentiality agreement is signed before any access is given, and they work only inside your own software.
Yes. The access is the user you create, with the permissions you set. Anything that moves money waits for a person to approve it.
No. Your data is never used to train anything and never combined with another client's.
Turn off the user you created for us, in your own software. It takes one click and you can do it whenever you like.
Nothing moves, because nothing ever left. Your books live in your own software the whole time. You switch off our user and the handover is done.
Not yet, and we will not show a badge until we do. Ask on the call and we will walk through exactly how access is set up for your books.
Something looks wrong, or a question not answered here? Email hello@openheadcount.ai. A person reads it.
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