Privacy policy

Last updated: October 1, 2026.

What we store

InCite stores the accounting records you enter: chart of accounts, journals, invoices, bills, bank register lines, payroll worksheets, and team membership. Authentication is handled by Supabase. Payment for the InCite subscription is processed by Stripe. Bank connections use Plaid. We do not sell client books.

Who can see a company's books

Only members of that organization (owner, accountant, bookkeeper, viewer) and the people you invite. Accountants see only client orgs they belong to. Role-based access is enforced in the application and, on hosted Postgres, with row-level security.

Desktop / local files

When you use InCite Desktop, the SQLite company file lives on your computer. You can export CSVs or a SQLite copy at any time from Export. Keep backups of that file the same way you would a QuickBooks company file.

Retention and requests

You may export or delete your organization data by contacting the workspace owner or InCite support. Hosted backups follow the database provider's retention. We do not use your ledger contents to train public models.