How Your Financial Data Is Protected

Your sales, expenses and tax figures are the most private numbers a business has. This page lists every protection around them, what is never collected in the first place, and what is not yet certified.

What Protects Your Numbers

Encrypted in Transit and at Rest

Every page is served over HTTPS, and browsers are told to refuse a plain connection for a year. Account and financial data sit in a managed database encrypted at rest, with its backups, on a private network only the application server can reach.

Never Used to Train AI

The Terms of Service commit to it, and both AI providers run under commercial terms that exclude training. They never receive your email address or password, and your tax is computed by our own software, not by a model.

Scrubbed Before It Leaves

When the software checks market prices on the public web, any query carrying your business name, your name or one of your figures is dropped before it is sent.

Accounts Defended

Sign in with Google or LinkedIn, or with a password locked after repeated failed attempts. Sign-up is bot-checked, and a session on financial pages signs out after a short idle period.

Logged and Watched

Every action on your account is recorded and shown to you in your activity history. Errors are monitored with secrets masked, uptime and certificates are checked from outside, and dependencies are scanned for known vulnerabilities.

Yours to Take or Destroy

Export everything as a file or delete the account outright, from your own settings, with no request to make. Deletion removes your data for good.

What Is Never Collected

The surest protection is not holding the data at all. The tools work from amounts and categories, so none of the following is ever asked for:

  • Social Security numbers
  • Employer Identification Numbers
  • Bank account or routing numbers
  • Card numbers: payments run through Stripe, and only a Stripe reference is kept
  • Logins to your bank, accounting software or payroll provider

Uploaded spreadsheets are read as they are, so a file that carries a customer's name does pass that name to the software and its AI providers. Remove columns you would not share before uploading.

Where This Stands

Occam's Model is a small company in the United States, and has not yet been through a SOC 2 audit. Rather than borrow a badge, this page publishes exactly what is done and what is not collected, and any security question gets a direct answer from the people who built the software.