You're handing us your financial life. Here's how we earn that.
Two promises: we protect your data the way money data should be protected, and we make sure the books themselves are right — with a real person accountable for every number.
- of entries reviewed by a real accountant before posting
- 100%
- of entries reviewed by a real accountant before posting
- posted entries ever edited — a correction is a new entry
- 0
- posted entries ever edited — a correction is a new entry
- in books ever posted without sign-off
- $0
- in books ever posted without sign-off
Only the right eyes ever see your books.
Your books are walled off from every other business on Daybook — enforced deep in the system, not just at the login screen, so a mistake can't leak them. Inside our firm, only the people assigned to your account can open your books, and there's a record of who looked at what.
Your books
Assigned: your bookkeeper & your CPA
Every other business on Daybook
No access, by design
There’s a record of who looked at what, inside our firm too.
A person signs off before anything is final.
AI drafts the work, but it never posts to your books on its own. A real accountant reviews and signs off — nothing becomes part of your books until they approve it. Ask why a number is what it is, and someone can answer you.
Correct books are a safety feature.
History is never edited. If a mistake slips in, we fix it with a new entry that points back to the original — so nothing is ever silently changed. Every number on every report traces to its source.
Your data is yours, always.
Export your full books anytime, in a format your accountant already uses — Excel, Google Sheets, or send it straight to your tax preparer. Leaving is a download, never a hostage situation.
The basics, done right.
Underneath everything above: the plain infrastructure hygiene you'd expect from anyone handling financial data.
- Encrypted in transit and at rest.(full details published after our independent security review)
- Only the people who need access have it, and there's a trail of who did what.(full details published after our independent security review)
- Bank connections run through established, read-only aggregation — we see your transactions, never your banking password.(full details published after our independent security review)
- We never put your data where it doesn't belong, and we never sell it.(full details published after our independent security review)
The Accurate Books Guarantee.
If our error causes a mistake in your books, we find it, fix it, and make it right — free. That's not a disclaimer buried in a contract. It's how we think about being accountable for your numbers.
Covers errors in work Daybook performed and posted. Does not cover errors in information you provided.
What people ask before they hand us the books.
Straight answers, not policy language.
Still unsure? Talk to a real accountant — not a sales rep.
Questions about how we handle your data?
Ask us anything before you decide. We'd rather answer it now than have you wonder later.