Privacy policy

We collect only what we need to run LedgerLink:

• Account details: your name, work email, firm name, and the people you invite.
• Feedback you send us: your answers, anything you type, and voice notes you choose to record. Voice notes are stored privately and only LedgerLink staff can play them.
• Walkthrough and call requests: the name, firm, email and phone number you send us on the request form, and which site or link brought you to us.
• QuickBooks connection details: the company name, company ID, and the access tokens Intuit issues when you connect a company. Tokens are encrypted before we store them.
• Activity records: who used LedgerLink, which company, which action, when, whether it succeeded, and a short summary of any record created or changed (type, number, vendor or customer, amount, reason).
• Basic technical data such as IP address and browser type, used for security and troubleshooting.
• Simple site statistics: which pages are visited and which buttons are clicked, tied to a random ID kept in a cookie on your device, so we can tell how people find and use the site. We don't use advertising trackers.

When you or your AI assistant ask for information, LedgerLink requests it from QuickBooks Online and passes it straight to the AI tool you connected. We don't keep copies of your clients' books on our servers.

For each action, the activity log keeps a short summary: the type of record, its QuickBooks number, the vendor or customer name, the amount, who asked for it and the reason they gave. Previews waiting for approval are kept for up to 7 days (by default they can be approved for 24 hours; each firm sets its own limit).

We only reach the QuickBooks companies you connect, and each person in your firm only reaches the companies you assign to them.

When LedgerLink creates or changes a transaction for you, we add a private note to it in QuickBooks saying which team member asked for it, so your reviewers can trace it.

We use QuickBooks data only to provide LedgerLink to you. We don't sell it, rent it, use it for advertising, or use it to train AI models.

Information you send through LedgerLink to Claude, ChatGPT or another AI tool is handled by that provider under its own terms and privacy policy. Review those before connecting.

We use a small number of service providers to run LedgerLink, such as our hosting, database, email and payment providers. They process data only on our instructions.

We may disclose information if the law requires it, or to protect the security of LedgerLink and its users. We don't share your data with anyone else.

Data is encrypted in transit and at rest. QuickBooks tokens are encrypted again by our application and are never shown in the browser. Access inside your firm is limited by the permissions you set, and every action is logged.

We keep account and activity records while your account is open. If you disconnect a QuickBooks company, we delete its tokens right away. If you close your account, we delete your data within 30 days, except where the law requires us to keep it longer.

You can disconnect any QuickBooks company at any time from your dashboard or from within QuickBooks. You can ask us for a copy of your data, to correct it, or to delete it by emailing hello@ledgerlinkmcp.com.

If we change this policy in a meaningful way, we'll tell account owners by email before the change takes effect.

Questions: hello@ledgerlinkmcp.com.