Security

Your money, your rules.

Connecting an AI advisor to your finances is a decision we do not take lightly. Bookvisor AI connects to your bank read-only to forecast your cash and answer the questions you text it. It never moves a dollar, and every figure traces back to your own bank feed.

Read-only access · bank-grade encryption · you stay in control

Supports 1,000+ US banks

Securely powered by Plaid, the same connection that links apps like Venmo, Robinhood, and SoFi to your bank.

Hard limits, by design

What Bookvisor AI will never do.

Before you connect your bank, here is what Bookvisor AI can do, and the limits it will never cross.

Never moves a dollar.

Read-only by design, so it cannot move money out of your accounts.

Never sees your bank password.

Your login is exchanged directly with your bank through Plaid, a regulated, bank-grade service. We never see it or store it.

Never files your taxes.

That stays with your CPA. Bookvisor AI runs alongside your accountant and your accounting software.

Never hides where a number came from.

Every figure traces back to your bank and card feed, and you can always check the activity behind it.

Never sells your data.

We do not sell or rent your numbers to advertisers, and we never will.

Never texts you unprompted.

It only sends the reports and alerts you set up. Reply STOP at any time and the messages stop immediately.

Bank-grade security: your data is encrypted, isolated, and fully auditable, and your bank connection is read-only.

See how we protect your data →

Under the hood

How we protect your data

A read-only bank connection

Your accounts link through Plaid, the regulated, bank-grade service that major consumer finance apps rely on. The connection only ever reads. There is no path for anyone, including Bookvisor AI, to move money through it.

Strong encryption, at rest and in transit

Your data is encrypted with AES-256 when it is stored, and protected while it travels to and from you. The access that lets Bookvisor AI read your bank feed is locked behind its own separate keys.

How the AI works

Here is how the AI works, and where the limits are. To answer your questions, your financial data is processed by our AI provider, which turns your raw numbers into a plain-English answer. Here is what we will and will not do with it:

It’s never sold.
It’s never used to advertise to you.
It’s never shared beyond the people you authorize.

The model reads and explains your activity, while the numbers themselves come from your bank, where you can check them. Like any AI, it can occasionally get something wrong, so it shows its work and flags anything that is unclear.

Read the complete Trust & Security details Or email our team →

Know where your cash is headed. Weeks ahead.

Bookvisor AI texts you before cash gets tight, and you can text back any question in plain English. It never moves a dollar.

Join the waitlist

Connect your bank with a read-only link and Bookvisor AI begins right away. Setup takes about 10 minutes, and you can cancel at any time.