Security

Custodial access to your financial data.

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

Use AI without handing over the keys to the books.

Tactivus Connect gives assistants controlled accounting context while your team keeps ownership of access, review, and judgment.

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.

One company at a time

Connections are scoped to the selected accounting company so users do not accidentally cross client context.

Human judgment stays in the loop

Assistants can retrieve context and draft explanations, while accounting decisions remain with the person reviewing the output.