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Security & trust

Trust starts with
clear boundaries.

Know what a record means, which business it belongs to, and what the product can—and cannot—tell you.

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.

Bank credentials stay out

Your bank username and password stay with your bank. ProfitSaver.ai does not ask for them. Connecting a bank directly is not available.

Evidence before confidence

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.

Access has a scope.

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 Policy

No badge without evidence.

No 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.

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Documents and AI: current limits.

AI document reading is retired. Adding documents online is not yet available. Keep the original evidence; a preview does not replace it.

Your choices and contact

Privacy Policy · Privacy choices · Email support

For a security concern, describe the page and the issue without including passwords, access tokens, customer records or bank credentials.