Your data and security

Read only

PeriodGuard asks only for permission to read: sales and purchases, payments, banking, manual journals, contacts and your organisation's settings (name, lock dates, chart of accounts). It never asks for permission to create, change or delete anything, and refuses a connection that offers more.

What is stored

Each version of each covered record (without attachments), the changes between versions, who made them, the alert addresses you add and the alerts sent. The sign-in tokens are encrypted before they are stored.

What never happens

• Your data is never sold, shared with anyone you did not choose, or combined with other customers' data.
• It is never used to train, fine-tune or improve any AI model.
• Your records are never sent to the support assistant or to analytics.

Disconnecting

Disconnect on a business's page removes PeriodGuard's access and deletes everything stored about that business at once. If access is removed on the accounting software's side instead, PeriodGuard stops at once, emails you, and deletes the business's data 30 days later unless you connect it again.

The privacy policy has the full details.