Never used to train AI
SumSwift runs on Claude, made by Anthropic. Your chats, files and numbers are sent encrypted to Anthropic to answer you, under terms that don't let them be used to train any AI model.
We don't sell your data, and we don't use it for ads.
Your chats are yours
Your conversations are private to you. Even people you share your books with, like your accountant, can't see them.
SumSwift can remember things you tell it so answers fit you. You can see everything it remembers in Settings and forget any of it, or turn memory off. Temporary chats aren't saved at all.
Stored in Canada, encrypted
Your chats, files and books are stored in Canada, in Montréal, and the app's servers run there too.
Everything is encrypted on its way to us and while it's stored. Each person's and business's files sit in their own private folder, and a link to open a file stops working after 10 minutes.
Your bank, read-only
When you connect a bank, you sign in on Plaid's secure page, not ours. SumSwift never sees your bank password.
The connection can only read transactions and balances. SumSwift can't move or send money, and it won't pay a bill on its own.
Only the people you choose
Nobody sees your books unless you invite them. Your accountant can look, or look and fix things, and you can remove them any time.
These rules are enforced by the database itself, not just by what the screens show. Every change to your books is on the record: who changed what, and when, and nobody can edit that history, including us.
A stolen password isn't enough
Sign in with a passkey, or a password of at least 10 characters. Turn on two-step sign-in and every sign-in also needs a code from your phone, and the database checks for it too, so a password alone can't read anything.
What we never keep
- Your bank password. Plaid handles the sign-in.
- Social insurance and social security numbers. When you file slips, you type them in and the file is built on your own computer. They're never saved.
- Card numbers. Payments go through Stripe, and we never see your full card number.
Backed up every night
Your data is backed up every night, encrypted, and kept for 30 days, so a problem on our side doesn't lose your work.
Take it with you, or delete it
Download any answer, report or file, or everything at once. Delete a chat any time. Delete your account and your chats, files and books are removed, and we check they're gone.
Found a problem?
If you think you've found a security problem, email hello@sumswift.com or use Help & feedback in the app. A real person reads every message.