Security & system of record

Put boundaries around the work. Keep the evidence.

Unfair CPA combines company-scoped access, explicit agent permissions and accounting constraints with evidence you can inspect. Security controls support your oversight; they do not remove the need to review outcomes and test recovery.

The invite-based request form lets you describe your workflow and security questions. It does not create an account.

Access at the right scope

Who can act on a company’s books?

Authority depends on the company, identity and operation. Connecting a tool is not permission to do everything.

IDENTITY

Company-specific access

Company membership and role checks bound ordinary access. Agents have a separate registration for each business. Selected-company runtimes keep each company’s identity and grants distinct.

Platform administration and service credentials are separate privileged capabilities that require their own operational controls.

AUTHORITY

Explicit permissions and expiry

Owners choose scopes, expiry and autonomy. Posting, approval, reversal and other sensitive actions require explicit grants. The server checks current authority when executing an operation.

Revocation blocks future request acceptance. Already accepted work may finish, so inspect its outcome. Client confirmation policies still apply.

AUTHENTICATION

MFA for sensitive owner workflows

Issuing selected-company agent runtimes and inspecting owner audit history require a current human owner with verified multi-factor authentication.

General MFA enrollment remains optional. These specific gates do not establish mandatory MFA for every user or every application and database path.

Accounting integrity

What protects the records—and what can you inspect?

Database rules constrain accounting operations. Request history helps establish what was attempted and which changes were recorded.

Balanced, state-aware accounting

The posting layer enforces double-entry balance. Posted journals are preserved and corrected with reversals; supported drafts have editing, deletion or voiding paths. Closed-period and permission rules still apply.

A balanced entry can still have the wrong classification or business meaning. Use the right correction workflow for linked invoices, bills and payments.

Requests and recorded authority

Supported API/MCP history includes actor, company, operation, timestamps, outcome and linked change events. Available execution-time snapshots retain the scopes, roles and autonomy recorded at the permission gate.

A passed gate does not prove success. Missing completion is unresolved and needs reconciliation; missing snapshots are not proof of no activity.

Bounded change details

Compatible staged-transaction events expose selected redacted before/after values. Replays do not fabricate another record change. Current human owners with verified MFA inspect this evidence.

Other events may be metadata-only. This is not every-table coverage, complete browser/background capture or a record of external agent reasoning.

Explore the audit evidence and its limits, or follow the supported correction paths. Recorded history is not a cryptographic tamper-proof guarantee or an undo button.

Sensitive data

Reduce what is exposed.

Access restrictions, encryption and selective recording work together. Each has a defined scope.

Protect sensitive identifiers

Sensitive identifiers such as SSNs and EINs use field-level encryption. Company permissions and authorized reveal paths remain necessary; encryption does not replace access control.

Limit audit snapshot content

Staged-transaction value snapshots exclude descriptions, counterparties, external import IDs and unlisted values. The visible evidence supports investigation without reconstructing the entire source document.

Minimize error-reporting data

The application’s telemetry configuration disables automatic collection of sensitive categories such as cookies, request bodies, URL queries and AI content, and retains credential and URL scrubbing.

Custom logs and messages still need care. These controls are not proof that every manual value is sanitized or that a live alert reached an operator.

AI-assisted work may send selected content to configured model providers. Supplier terms and retention require separate verification; this page makes no blanket zero-retention or no-training promise. See the privacy notice and raise questions before sharing sensitive records.

Engineering improvements

Check the source. Patch the dependencies. Keep the limits visible.

The accounting application has separate checks for source security, reachable Git-history secrets, its complete dependency lockfile and production dependencies. These checks run on changes and a recurring schedule.

What has improved?

  • Broader dependency checks. Development and build dependencies are included in the full audit; a production-only pass does not override a full-audit failure.
  • Visible scanner failures. Source parsing problems fail the check rather than silently reducing the reviewed coverage. Detection checks exercise scanner behavior.
  • More careful evidence handling. Scanner output reports finding locations and counts without publishing matched secret values or source-bearing reports.
A practical readiness checklist

What still needs verification for your rollout?

Implemented controls and a passing code check do not prove that every operational procedure has been exercised.

  1. Access and recovery. Confirm each company’s owner, agent grants, expiry and client approval policy. Verify MFA enrollment and account-recovery arrangements for the people who need them.
  2. Client and provider acceptance. Test the actual client, granted operations, retry behavior and revocation using synthetic data. Sandbox or SDK results do not establish every client or provider’s production acceptance.
  3. Backups and restoration. Confirm the actual backup coverage and test recovery of both database records and stored files in isolation. A backup or a restore-test script is not a completed recovery exercise.
  4. Monitoring and escalation. Verify that a harmless test alert reaches the responsible operator and that escalation works. Telemetry code alone does not prove monitored delivery.
  5. Privacy and retention. Review supplier data use, retention and deletion arrangements. Disconnecting an integration or retiring a workspace does not erase imported accounting history or backup copies.
Evaluate the controls

Start with your company and a defined job.

Use the request form to describe the workflow and security questions you want to discuss. Please leave credentials and financial documents out of the message.