Authenticated access
Protected records require sign-in. The server checks account permissions when company data or an action is requested.
Security and data handling
Clear permissions. Traceable records.
Understand access to your company data, how documents are used and your team's role in confirming financial records.
Company-scoped permissions
Access depends on company membership and role. Employees use their permitted records and actions; managers review expenses.
Private documents
Opening a receipt or transfer proof requires sign-in and permission to access its associated record.
Review history
Expense approvals, rejections and correction requests are recorded with the responsible account and time for follow-up and review.
Assisted reading, human confirmation
OpenAI extracts document fields. Employees review the reading and request corrections when needed. A manager confirms corrections before approval. Reading does not approve an expense or make a transfer.
Clear limits
Safeguards reduce risk but cannot guarantee absolute security or uninterrupted service. Keep the originals your business needs and read the Privacy Policy for data-handling details.
Report a security concern
Choose Security on the Contact page. Describe the issue without passwords, verification codes or payment-card details.