Account access
Email verification and an authenticator protect sensitive workflows, including bank linking. Credentials belong to the account holder.
YOUR BUSINESS. YOUR BOUNDARIES.
Your books deserve
careful protection.
Clear access controls. Separate business records. A straightforward explanation of how the pilot handles your information.
By invitation only · No card required
BUILT INTO THE WORKFLOW
Protection should be part of the product.
Business boundaries
Live workspace requests check business ownership. Switching businesses changes the records available to that workspace.
Bank authorization
Supported bank authorization is handled through Plaid. Sympler does not ask you to type bank login credentials into an ordinary chat message.
AI WITH CONTEXT
Helpful context. Defined limits.
Only the selected business
The assistant uses permitted records from the current business and page. Proposed bookkeeping changes are presented for your review before saving.
Keep sensitive identifiers out of chat
Passwords, full tax identifiers, and bank credentials do not belong in assistant conversations. Chat history is retained in account logs so you can revisit the work.
YOUR AI ALLOWANCE$5 / month
Included AI usage is capped per account. Additional usage requires an optional purchase rather than an automatic overage.
Understand plans and allowances ↗A PRACTICAL SECURITY PICTURE
What is in place. What comes next.
CURRENT PILOT
Controls in the application
- Business-scoped authorization for private records.
- Multi-factor checks for sensitive actions.
- Encrypted storage for configured sensitive tokens and assistant logs.
- Server-side provider keys, rather than secrets embedded in public pages.
CONTINUING DEVELOPMENT
More ways to work securely
- Expanded document storage and CPA file transfer.
- Further integration and operational security reviews.
- Clearer data retention and account lifecycle controls.
We do not claim a SOC 2 certification, independent security audit, or blanket compliance approval.
QUESTIONS BEFORE CONNECTING?
Start with the details.
Does Sympler hold my card details?
Payment collection is intended to use Stripe-hosted checkout. Do not send card numbers through chat or support tickets. Paid checkout availability depends on the current rollout.
Can I disconnect a bank?
The bank connection page includes connection management. Disconnecting a provider connection does not necessarily erase previously imported bookkeeping records.
Where can I ask a security question?
Use the private messaging area in your signed-in workspace for account-specific questions. For general product contact, see our contact page. Do not include passwords or full tax identifiers.
PROVIDER INFORMATION
Read the provider’s explanation, too.
For how Plaid handles financial information during bank connections, read Plaid’s data handling explanation. Sympler’s own workspace practices are described on this page and in our privacy notice.
YOU HAVE A BUSINESS TO RUN.
Let’s make room for it.
Bookkeeping Made Simple. Built around your business.