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Privacy · SUMPULSE SOFTWARE INC.

Privacy Policy

Last updated: August 15, 2026

Information we collect

We collect account information, workspace details, connected QuickBooks company data, conversation history, approval activity, export activity, and configuration settings needed to operate Books AI. If you use bring-your-own AI keys, we store those credentials encrypted.

How we use information

We use information to authenticate users, connect QuickBooks companies, answer questions, draft accounting work, route approval packages, post approved actions where enabled, generate exports, maintain audit trails, and improve reliability and security.

Google user data

If you connect a Google account to export reports into Google Sheets, Books AI requests only the access that feature needs: See, edit, create, and delete your spreadsheets (spreadsheets) to write a report into the sheet you choose; See, edit, create, and delete only the files you use with this app (drive.file) to create a new spreadsheet when you ask for one; and your email address and Google account identifier (openid, email) so we can show you which account is connected. The Books AI add-on inside Google Sheets uses only spreadsheets.currentonly and script.container.ui, which reach the spreadsheet you have open and nothing else.

We use that access to write the report you asked for into the tab you named, and to read that destination tab beforehand only so we can warn you when it already contains data that a refresh would replace. We do not scan, index, or otherwise read the rest of your Drive or your spreadsheets.

Of the credentials Google issues, we store only the refresh token, encrypted at rest with an envelope key held in AWS KMS. Access tokens are requested when a refresh runs and are never written to storage or logs, and we do not keep copies of the spreadsheet contents we write. Google user data is never sold, never used to train AI models, and never shared with third parties except the infrastructure providers needed to run the export.

You can end this access at any time — disconnect Google in Books AI under Reports → Export to Google Sheets, or remove Books AI at myaccount.google.com/permissions. Revoking it stops scheduled refreshes; sheets already written stay in your Drive, under your control.

Books AI's use and transfer of information received from Google APIs to any other app will adhere to the Google API Services User Data Policy, including the Limited Use requirements.

AI processing

Relevant portions of your messages, accounting context, and requested workflow data may be sent to an AI provider to generate a response or draft. We do not sell your QuickBooks data, and we do not use it to train AI models. If you bring your own key, requests are made under your provider account.

Third-party services

Books AI may share data with service providers needed to run the product, including cloud hosting, databases, authentication, Intuit QuickBooks Online, AI providers, email, and messaging platforms. We share only what is needed to provide and secure the service.

Security

We use safeguards such as encrypted transport, scoped access, encrypted sensitive credentials, audit records, and permission controls. No internet service can be guaranteed perfectly secure, so users should also protect their accounts and connected systems.

Retention and choices

We retain information while your account or workspace is active and as needed for legal, security, and operational reasons. You can disconnect QuickBooks companies, update AI settings, review exports, and request access or deletion by contacting us.

Contact

Questions about this policy can be sent to Krishna@booksai.io.
Privacy Policy - Books AI | BooksAI