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
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.
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 — Certified
Annual Type II attestation completed by an independent auditor. Report available on request under NDA.
DPDP Act 2023 (India)
Consent capture, purpose limitation, and data principal rights for Indian customer data.
GDPR (EU) data handling
Data minimization, purpose limitation, and rights workflows for EU customer data.
Live status
status.hellobooks.ai — real-time uptime and incident history.
Security overview
Infrastructure hardening, encryption, MFA, and RBAC.
Privacy & data protection
Customer-owned data and no public model training on customer records.
AI & data integrity
Guardrails, verification workflows, and tenant isolation controls.
Product security
Secure development lifecycle and API authentication standards.
Reliability & monitoring
Service monitoring, incident response, and disaster recovery routines.
Live status
Real-time platform availability and incident history at status.hellobooks.ai.
Responsible disclosure
Report vulnerabilities to security@hellobooks.ai. Acknowledged within 2 business days; safe-harbor for good-faith research.
Compliance roadmap
SOC 2 Type II certified (annual surveillance cycle), DPDP Act program, and ISO 27001 readiness on the public roadmap.
Current uptime and incident history for every customer-visible capability.