Build AI agents for any accounting workflow.

Client names, SSNs, bank account numbers, and addresses are replaced with anonymous tokens before any AI model processes them. Three configurable levels — Minimal, Standard, and Maximum — so you control exactly how much the AI can see.

All credentials are encrypted with Fernet symmetric authenticated encryption, using HKDF-SHA256 key derivation. Each organization gets its own encryption key — your tokens can never be decrypted by another firm.

We never store your QuickBooks data. It is fetched on-demand when an agent runs, processed entirely in memory, and discarded after the run completes. There is no data cache, no data lake, no copy of your books sitting on our servers.

Every agent explicitly declares what data it reads and whether it can write. You approve each access level before the agent runs. Write access is always opt-in — if you only approve read, write tools are automatically stripped.

Each agent run receives temporary, decrypted credentials that exist only in memory for the duration of the run. When the run finishes — whether it succeeds or fails — credentials are destroyed. No persistent access tokens linger.

Multi-tenant architecture with query-level enforcement. Your data is not just access-controlled — it is cryptographically separated. Another organization cannot query, decrypt, or even reference your data.