Frequently asked questions

Your data lives in its own isolated workspace — it’s never mixed with any other customer’s information. Your card and bank numbers are never stored by us; those are held by Stripe, our PCI-compliant payment processor, inside Stripe’s secure vault. We only ever see secure tokens and, at most, the last four digits for display.

No. When you link a bank account or card, the connection runs through Stripe’s secure system. We receive read-only transaction data to keep your books — never your banking login, and never your full account or card numbers.

Clara can prepare payments, reimbursements, and transfers — but nothing posts until a person approves it. Every money-moving action goes through an approval chain first; separation of duties and locked, tamper-proof reports mean money only moves the way it’s supposed to.

She won’t move money without sign-off — that’s built into the approval chain, not something you have to remember to turn on. Every transaction is tied to who approved it and when, and every figure in your books opens to the entries behind it, so nothing moves without a traceable record you can check.

You control that. Roles and permissions decide who on your team can view or move money — a login doesn’t automatically come with access to the ledger.

While your account is active, everything you’ve given Clara and everything she’s produced for you is right there in your workspace. If you ever cancel a paid subscription, you get a 30-day window to export everything before it’s deleted.

Ending a trial deletes your trial data right away — a trial is for evaluation, not storage. On a paid plan, cancelling gives you 30 days to export what you want to keep before it’s deleted.

Yes. He answers calls day or night, books the appointment straight onto your calendar, and creates it in your CRM automatically — the same whether it came from a phone call or from your website’s own booking form.

Yes — Legal & Contracts drafts them, and a separate desk red-teams what it wrote before it goes out.

Yes. Tax Preparation builds CPA-ready federal and state returns, and a separate Tax Audit desk stress-tests every return before it’s filed.

Yes. Connect your business bank account and cards, and transactions reconcile into your books daily — no manual entry.