Is this real bookkeeping?

Bookwise organizes your income and expenses with clarity. For tax filing, we always recommend working with a licensed CPA. We make their job easier and your bill smaller.

Do I need to know accounting?

Not at all. Every label in Bookwise is written in plain language for your profession. No spreadsheets. No jargon. Just your numbers.

What about my existing data?

Connect your bank through Plaid. Import from Stripe if you take card payments. You can also add entries manually anytime.

Your records are private and encrypted. Only you can see them. We never sell your data, ever.

Bookwise starts with a free 30-day trial. No credit card required. After that, the Practitioner plan is $19 per month and Practice Pro is $49 per month. Beta testers in our founding 50 receive Practice Pro free for life.

What is the beta program?

We are opening Bookwise to 50 founding practitioners before we launch publicly. Beta testers get Practice Pro free for life, early access to new features, and a direct line to us as we build. We review every application and reach out within 5 business days.

Privacy Policy

Last updated: May 2026

Bookwise is a product of The Zen Bookkeeper LLC. This Privacy Policy explains what information we collect, how we use it, and what rights you have over your data. By using Bookwise, you agree to this policy.

Information We Collect

We collect the following categories of information:

Account information: Your name, email address, and password when you create an account.
Practice information: Your business name, industry type, and financial settings you configure within the app.
Transaction data: Income and expense records you enter manually or import through connected services.
Bank account data: When you connect a bank account through Plaid, we receive read-only access to your account information and transaction history. We do not receive or store your bank login credentials. Plaid handles authentication directly.
Receipt files: Images you upload for receipt storage, which are stored in your connected Google Drive folder or in Bookwise cloud storage.
Usage information: Standard log data such as your IP address, browser type, and pages visited, collected automatically when you use the service.

How We Use Your Information

We use your information to:

Provide, operate, and improve the Bookwise service
Categorize and organize your financial transactions
Generate AI-powered observations, categorize your transactions, and scan receipts through Sage AI. To do this, your transaction details (including amounts, dates, descriptions, and notes) and, for receipt scanning, your receipt images are sent to our AI provider, Anthropic, to be processed in real time. This data is used only to produce the observation, categorize the transaction, or extract the receipt details you requested. It is not used to train AI models.
Enable you to export your financial data for use with a licensed CPA
Send transactional emails related to your account
Comply with legal obligations

We do not sell your personal information to third parties. We do not use your financial data for advertising.

Bank Data and Plaid

Bookwise uses Plaid Technologies, Inc. to connect your bank accounts. When you choose to connect a bank account, you are authorizing Plaid to access your financial institution on your behalf. Plaid retrieves your account and transaction data and passes it to Bookwise so we can categorize it for you.

Bookwise receives the following data from Plaid when you connect an account:

Account name, type, and last four digits
Account balances
Transaction history (up to 90 days at the time of connection)
Merchant names and transaction categories

This data is used solely to populate your Bookwise ledger. You can disconnect your bank account at any time from your Settings page, which revokes Bookwise's access token and removes the connection from your account.

Plaid's own privacy policy governs how Plaid collects and handles your data. You can review it at plaid.com/legal.

Data Storage and Security

Your data is stored using Supabase, a cloud database provider with row-level security enabled. Only you can access your records. We use industry-standard encryption for data in transit (TLS) and at rest.

We retain your data for as long as your account is active. If you delete your account, we will delete your personal data and financial records within 30 days, except where retention is required by law.

Google Drive Access

When you connect Google Drive, Bookwise requests the limited drive.file permission. This permission only lets Bookwise see and manage files that Bookwise itself creates. We create one folder named Bookwise Receipts and store the receipt images you add to the app inside it. We cannot see, read, or access any other file in your Google Drive.

You can disconnect Google Drive at any time from your Settings page. Disconnecting removes Bookwise's stored access so the app stops reading or writing your Drive. When you close your account, Bookwise also revokes its authorization with Google. In every case the Bookwise Receipts folder and every file in it remain in your Google Drive.

Bookwise's use of information received from Google APIs follows the Google API Services User Data Policy, including the Limited Use requirements.

Third-Party Services

Bookwise integrates with the following third-party services. Each has its own privacy policy:

Plaid — bank account connections and transaction data
Google Drive — receipt file storage (if you connect it)
Anthropic — AI-powered observations, transaction categorization, and receipt scanning via Sage AI. We send your transaction details and receipt images for real-time processing only. Anthropic does not use this data to train its models.
Supabase — database and authentication infrastructure
Railway — application hosting

Cookies

Bookwise uses cookies and local storage to maintain your login session. We do not use tracking cookies or advertising cookies. You can clear cookies in your browser settings, which will log you out of the app.

Your Rights

You have the right to:

Access the personal data we hold about you
Correct inaccurate data
Request deletion of your account and all associated data
Disconnect any third-party integration (Plaid, Google Drive) at any time from your Settings page
Export your financial data in CSV format from the Reports page

To exercise any of these rights, contact us at the email below.

Children

Bookwise is not intended for use by anyone under the age of 18. We do not knowingly collect personal information from children. If you believe a minor has created an account, please contact us and we will delete it promptly.

Contact

For privacy questions or data requests, contact us at info@thezenbookkeeper.net.

The Zen Bookkeeper LLC
Dallas-Fort Worth, Texas

This policy will be updated as Bookwise evolves. Material changes will be communicated by email to active users at least 14 days before they take effect.