How we handle your financial data
We ask founders to send us their books. Here is exactly what that means.
What we ask for
A Stripe export and your recent bank statements. We never receive credentials, API keys, or banking logins, and nothing you send us can be used to move money out of your accounts.
Where it is kept
You email your files to me directly - there is no upload portal. Once your books are being worked on, your records live in a per-client store separate from the systems our tooling runs in.
Who sees it
Your close is produced by our own software and reviewed by a person before it reaches you. Nothing is sent automatically. A second, independent review pass checks the work against your original file before anything is signed off.
What we log
Operational records only: which step ran, whether it was approved, and what it cost. Our logs do not contain your customers' names, invoice numbers, or amounts.
Third parties
Your files arrive by email through Zoho, my email provider. The close itself is produced using Anthropic's models through their API. This website is hosted by Polsia, which receives your intake answers but not your files.
Questions we have not answered here? Email josh@getoutcomeedge.com and ask. We would rather over-answer this than give you a line about taking security seriously.