HelloBooks.ai Trust Center
Security, Privacy & Reliability for AI Accounting
Built for SMBs, startups, and accounting firms that need automation without compromising trust.
Prepared for
Prospective customers, SMBs, startups, and accounting firms
Date
February 19, 2026
Document Type
Trust Center Documentation
3.1 Trust Philosophy
- - Security-by-design, privacy-by-default, and transparent controls.
- - Built for trustworthy AI accounting and scalable automation.
- - Affordable trust posture for growing teams with free and paid plans.
3.2 Why Security in AI Accounting
- - Financial data is highly sensitive and business critical.
- - AI outputs are useful only when paired with reliable verification and governance.
- - HelloBooks.ai combines automation speed with operational safeguards.
SOC 2 Type II
Control mapping and evidence processes in progress.
GDPR-style Privacy Model
Data minimization, purpose limitation, and rights workflows.
4. Security Overview
Infrastructure hardening, encryption, MFA, and RBAC.
5. Privacy & Data Protection
Customer-owned data and no public model training on customer records.
6. AI & Data Integrity
Guardrails, verification workflows, and tenant isolation controls.
7. Product Security
Secure development lifecycle and API authentication standards.
8-9. Reliability & Monitoring
Service monitoring, incident response, and disaster recovery routines.
10-12. Trust Action Plan
Transparent pricing, customer responsibilities, and compliance roadmap.