Separate business books
Records belong to a business. Viewing several businesses does not merge their legal books or grant access to someone else’s accounts.
Security & trust
Know what a record means, which business it belongs to, and what the product can—and cannot—tell you.
Records belong to a business. Viewing several businesses does not merge their legal books or grant access to someone else’s accounts.
Your bank username and password stay with your bank. ProfitSaver.ai does not ask for them. Connecting a bank directly is not available.
A source record and a judgment about its treatment are different things. Preserve the original and investigate the uncertainty rather than making up a figure.
Business membership, account access and permitted operations matter. A role names a job; it is not a reason to expose all balances, records or exports.
Read the Privacy PolicyNo certification, no uptime figure, no recovery guarantee. SOC 2 readiness is not SOC 2 certification. This page does not claim an independent audit or completed migration.
Ask a security questionAI document reading is retired. Adding documents online is not yet available. Keep the original evidence; a preview does not replace it.
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For a security concern, describe the page and the issue without including passwords, access tokens, customer records or bank credentials.