Privacy Policy

1. Who we are

Scale Anvil LLC operates the Anvil QuickBooks Connection. This policy covers QuickBooks data handled through it. Our website privacy notice at scaleanvil.com/privacy covers the website.

2. What we access

With your authorization, we access for the connected companies: the company profile, chart of accounts, transactions, journal entries, bank and reconciliation data, vendors, customers, and financial reports, plus the OAuth data needed to keep the connection working.

We do not access payment card data or payroll data, and we do not access anything for the purpose of preparing tax returns.

3. How we use it

Only to deliver your engagement (bookkeeping review, reconciliation, month-end close, and audit support) and to secure and troubleshoot the connection. We do not sell the data, use it for advertising, or use it to train AI models.

4. AI processing

AI tools help draft findings. A person at Anvil reviews them before delivery. Our AI providers process data only to return results to us.

5. Service providers

Executor (executor.sh), operated by Useful Software Company, stores the authorization and makes API calls on our behalf. Intuit processes the authorization and the API requests. Our AI providers process data for review. These providers may not use customer data for their own advertising.

6. Read-only

Intuit’s single accounting permission technically allows writes, but our connection is limited to reading. We never create, edit, or delete QuickBooks records.

7. Security

We use encrypted transport and limit access to Anvil staff working on the engagement. Credentials are held by our integration provider, not by our AI agents or code. If you suspect unauthorized access, tell us right away at shane@scaleanvil.com.

8. Retention and deletion

We keep extracts only as long as the engagement needs, then delete them, subject to legal and audit obligations. You can ask us for an export or deletion at any time.

9. Your choices

You can disconnect at any time in QuickBooks (Settings > Apps) or by emailing us. We also remove the connection on our side.

10. Children

This is a business tool and is not directed to anyone under 16.

11. Changes

We will post changes here with a new effective date.

12. Contact

shane@scaleanvil.com, Scale Anvil LLC, 200 Powell Place, Suite 210, Brentwood, TN 37027.