Enterprise-Grade Security You Can Trust
Booke AI protects your financial data with the same rigor that Intuit and Xero demand of their certified partners. As a verified partner of both QuickBooks and Xero, we undergo annual security audits to ensure we meet Fortune 500-level security standards.
QuickBooks Certified
Xero CertifiedPartner Security Audits
As certified partners of Intuit and Xero, we undergo rigorous annual security audits conducted by these Fortune 500 companies. These audits verify that we meet the same stringent security standards they require of all marketplace partners.
What These Audits Verify
- Data encryption and storage security practices
- Access controls and authentication mechanisms
- API security and integration safety
- Incident response procedures
- Compliance with platform security requirements
- Regular security reviews and updates
Compliance Requirements Met
- Annual comprehensive security review by Intuit and Xero
- Quarterly compliance checks
- Continuous monitoring of security practices
- Immediate response to security vulnerabilities
Data Encryption Standards
We implement bank-level encryption to protect your data at every stage:
AI Brain Architecture & Data Isolation
Your Data Trains Your AI Only
Each Booke AI client gets a fully isolated, encrypted AI Brain. This is not a shared model—it's YOUR model, trained exclusively on YOUR data.
How It Works
- Fully isolated AI Brain per client:Each account has its own completely separate AI Brain
- Complete encryption of AI Brain:Your AI Brain is fully encrypted with separate encryption keys
- No cross-client data sharing or training:Zero data sharing between clients. Ever.
- Training on YOUR historical data only:Up to 2 years of YOUR QuickBooks/Xero data
- Real-time learning from YOUR manual changes only:Learns from YOUR categorization decisions only
Continuous Learning Process
Your AI Brain continuously improves based on your usage—and only your usage:
- Monitors manual changes:AI Brain tracks changes you make in QuickBooks, Xero, or Booke platform
- Auto-retrains before each session:Before you start working, AI Brain incorporates your latest decisions
- Learns YOUR categorization patterns exclusively:Only your data trains your AI
- Improves accuracy based on YOUR inputs only:Gets smarter with your usage, not others'
- Zero access to other clients' data or patterns:Complete isolation guaranteed
Data Deletion & Portability
You own your data. You control your data. You can take it with you.
Infrastructure Security
Our infrastructure is built on enterprise-grade security foundations:
- SOC 2 certified cloud hosting: We use leading cloud providers with SOC 2 Type II certification
- Tenant isolation architecture: Complete logical separation between client environments
- Network security: Enterprise firewalls, DDoS protection, intrusion detection
- Regular penetration testing: Third-party security assessments conducted regularly
- 24/7 security monitoring: Automated monitoring with real-time alerts
Access Controls & Authentication
We implement multiple layers of access control to protect your account:
- Multi-factor authentication (MFA): Optional MFA for enhanced account security
- Role-based access control (RBAC): Granular permissions for team members
- Password policies: Industry-standard password requirements and encryption
- Session management and timeouts: Automatic session expiration for security
- OAuth 2.0 for integrations: Secure, token-based authentication with QuickBooks/Xero
Compliance & Standards
We comply with industry standards and regulations:
- GDPR compliant operations: Full compliance with European data protection regulations
- Privacy Shield / Standard Contractual Clauses: Appropriate safeguards for international data transfers
- Industry security standards followed: ISO-standard security practices implemented
- Annual partner audits verify compliance: Intuit and Xero verify our compliance annually
Monitoring & Incident Response
We maintain constant vigilance to protect your data:
- 24/7 system monitoring: Automated monitoring of all systems and services
- Automated threat detection: Real-time detection of suspicious activity
- Incident response team and procedures: Dedicated team ready to respond 24/7
- Breach notification: Immediate notification in the event of a security incident
- Security incident transparency: Regular security updates and status reports
Why Our Security Model Works
Partnership-Based Audit Model
Intuit and Xero are SOC 2 certified companies that handle millions of businesses' financial data. They audit their partners (including us) to ensure we maintain security standards equivalent to their own internal requirements. This partnership-based audit model provides security assurance equivalent to direct SOC 2 certification.
The benefit for you:
- Annual audits by TWO Fortune 500 companies (not just one third-party auditor)
- Security standards verified by companies that are themselves SOC 2 certified
- Continuous monitoring and rapid updates (more agile than annual certification cycles)
- Same enterprise-grade security without enterprise-level complexity or cost
