Built for small business owners. Backed by the security standards enterprises demand.
Financial data is more sensitive than most. We built Verde's security from scratch — not bolted on after the fact.
Your data is encrypted at rest and in transit, stored on SOC 2 certified infrastructure — the same security standard enterprises demand.
Verde only requests read permissions from QuickBooks. We cannot transfer, modify, or delete a single transaction — ever.
Your financial data is never used to train AI models. It is never shared with third parties. When you leave, your data is permanently deleted.
Connecting Verde to your QuickBooks takes under two minutes. Security is built into every step — not added afterward.
You're redirected to Intuit's own login page — the same secure protocol your bank uses. Verde never sees, stores, or touches your QBO password. Authentication tokens are encrypted and rotated automatically.
Same protocol as your bankWe pull only the reports needed to power Finn: P&L, Balance Sheet, AR aging, and cash flow. We request read-only access. We cannot create, edit, delete, or transfer any QuickBooks record.
Read access only — no write permissionsFinancial data for each client is stored in a fully isolated, encrypted environment with row-level security. No Verde client can ever access another client's data — not even partially.
Row-level security isolationYou can revoke Verde's access directly from your QuickBooks account at any time. When you close your Verde account, all your financial data is permanently deleted. No archives. No backups kept for our benefit.
Full revocation, any timeAfter Bench shut down in December 2024 and Botkeeper closed in early 2026, SMB owners learned a hard lesson: know exactly what your financial software does with your data. Here's ours, plain and simple.
Never. Your financial information is not a product we sell to advertisers, data brokers, or anyone else.
Your revenue, expenses, and margins will never be used to train or improve our AI models or any third-party model.
Verde is read-only. We cannot create, update, or delete any record in your QuickBooks — period.
Each Verde client lives in a fully isolated environment. No other client can access your financial data.
Cancel anytime. Your data is permanently deleted on exit. You keep full access to your QuickBooks — it was always yours.
Verde reads your existing QBO data. We are not a new platform that owns your books — your source of truth stays exactly where it is.
Never. Verde uses OAuth 2.0 to connect to QuickBooks — the same standard used by banking apps and enterprise software. You authorize through Intuit's own login page. Verde receives a secure access token, not your password. No credentials are stored or cached anywhere on Verde's infrastructure.
When you cancel, Verde permanently deletes all your financial data from our systems. Your QuickBooks account is unaffected — Verde simply loses access. You can also revoke Verde's access directly from your QuickBooks settings at any time.
Access to client financial data is strictly limited by role and requires explicit authorization. Your data is stored in a fully isolated environment — meaning even within Verde's infrastructure, your data is only accessible to systems and people directly serving your account.
No. Your financial data — your revenue figures, expense breakdowns, margins, and cash position — is never used to train, fine-tune, or improve any AI model. Your proprietary business data improves Verde's analysis of your business only.
In the unlikely event of a security incident, Verde will notify affected clients within 72 hours with full transparency: what happened, what data was involved, and what steps we're taking to remediate.
Connect QuickBooks. Finn goes to work. No setup calls, no data migration, no new platform to trust with your books.