Privacy Policy
Execwall provides accounting close, financial reporting and financial planning services to accounting firms and the businesses they serve ("clients"), through the applications at close.execwall.com and mirai.execwall.com (the "Service"). This policy explains what information the Service handles and how.
Information we process
- Account information. The name, email address and firm of each person given access to the Service.
- Accounting data. Trial balances, general ledgers, financial statements, aging reports and similar records that a firm uploads, or that the Service retrieves from a client's accounting system such as QuickBooks Online when the client authorises that connection.
- Sales data. Deal and pipeline records retrieved from a client's CRM, such as HubSpot, when the client supplies a key for that purpose.
- Usage records. Who uploaded, changed, approved or published what, and when, kept as an audit trail of the engagement.
How we use it
Only to deliver the Service to the firm and client it belongs to: preparing financial statements, requests for information, reviews, forecasts and plans, and the records of who did what. We do not sell this information, use it for advertising, or share it with anyone outside the engagement except the service providers below.
Connected systems
A connection to QuickBooks Online is made with Intuit's OAuth consent flow by an administrator of the client's QuickBooks company. The Service reads accounting reports through that connection; it does not write to the books. The connection can be removed at any time from the Service or from the client's Intuit account settings, and we honour Intuit's requirements for the handling of data obtained through its platform. CRM keys are stored only for the engagement they were entered for and are never displayed back.
Where it is kept and who can reach it
Data is stored on servers operated for Execwall by Amazon Web Services in the United States (us-east-1), encrypted in transit. Access is limited to the people a firm has authorised on its own engagements; each firm sees only its own engagements. Credentials for connected systems are stored separately from engagement files with access restricted to the service account.
Service providers
Amazon Web Services (hosting), Anthropic (AI analysis of engagement data to draft statements, questions and plans), Intuit and HubSpot (when a client connects those systems), and Google (sign-in). Each receives only what is needed for its function.
Retention
Engagement data is kept for as long as the firm's engagement is active and for the period the firm needs for its own professional record-keeping, after which it is deleted on the firm's instruction. Connection tokens are deleted when a connection is removed.
Your choices and contact
A firm may ask for its engagement data to be exported or deleted, and a client may revoke a connected system at any time. Questions about this policy go to sundar@execwall.com.
Changes
We will post any change to this policy here with a new effective date.