No raw accounting credentials in AI clients
Users authorize through OAuth where supported. Tactivus Connect stores token material server-side and exposes a controlled tool surface to approved assistants.
Security
We safeguard your financial data through deliberate technical isolation and strict retention policies. Your client ledgers are accessed only when actively requested, and we never use your financial data to train external systems. Access credentials remain encrypted at rest within US-based facilities, and our infrastructure applies the same rigorous geographic and network restrictions you expect from a primary financial custodian.
Access control
Tactivus Connect gives assistants controlled accounting context while your team keeps ownership of access, review, and judgment.
Users authorize through OAuth where supported. Tactivus Connect stores token material server-side and exposes a controlled tool surface to approved assistants.
Connections are scoped to the selected accounting company so users do not accidentally cross client context.
Assistants can retrieve context and draft explanations, while accounting decisions remain with the person reviewing the output.