Privacy Policy
Last updated August 3, 2026
1. Who we are
Sacred Insights is a financial-intelligence platform operated by Sacred Financial Consulting, Inc. (“Sacred Insights,” “we,” “us”). We provide the platform to accounting and advisory firms, who in turn use it to serve their business clients. This policy explains what we collect, why, and what we do not do with it.
2. Information we collect
Accounting data. When you connect QuickBooks Online, we read financial records from the company you authorise. This includes your chart of accounts, general ledger transactions, journal entries, invoices, bills, payments, and the financial statements QuickBooks produces. We read the history you and your advisor agree to, typically one to five years.
Account information. Names and email addresses of the people your advisor invites to the platform, and records of their sign-ins and activity.
Technical and usage records. Log data such as timestamps, actions taken, and errors, kept so we can operate the service and maintain a record of who accessed what.
3. Access is read-only
Sacred Insights connects to QuickBooks Online with read access only. We do not create, modify, or delete records in your accounting system, and the connection is not capable of doing so.
4. How your data is separated
Each business’s financial data is stored in its own dedicated database rather than pooled with other businesses’ records. Access is denied by default and granted explicitly: a client user can reach exactly one business’s data, and an advisor can reach only those businesses they have been granted. Every access is recorded in a permanent audit log.
5. How we use artificial intelligence
Parts of the analysis are produced with the help of large language models. Where that happens:
Your financial data is never used to train any artificial-intelligence model, ours or a third party’s.
We use providers under zero-retention terms, meaning the data sent is not stored by the provider after the request is answered.
We send only the specific records needed for the analysis being performed. We do not export your ledger in bulk.
Bank account numbers, payment card numbers, and personal identifiers belonging to third parties are excluded before anything is sent.
6. Who we share it with
We do not sell your data or share it for advertising. We share it only with: the advisory firm you engaged and the users they authorise; service providers who host or process data on our behalf under contract; and authorities where we are legally required to.
7. Comparative analysis
Where the platform compares your results against industry benchmarks, that comparison is performed for your benefit. We do not publish, sell, or disclose your financial data to other clients. Any use of aggregated or de-identified information to build benchmarks is subject to the agreement between you and your advisory firm.
8. Retention and deletion
We keep your data for as long as your advisory firm maintains an account with us, so that historical reporting remains available. Disconnecting QuickBooks stops all further syncing immediately. To request deletion of data already collected, contact your advisor or email us at the address below. Audit records may be retained where we are required to keep them.
9. Security
Data is encrypted in transit and at rest. Credentials for connected accounting systems are held in a dedicated secrets store rather than alongside application data. Access to production systems is limited to personnel who require it. No system is perfectly secure, and we do not claim otherwise.
10. Your choices
You may disconnect Sacred Insights from QuickBooks Online at any time, from within QuickBooks or by asking your advisor. You may request a copy of the information we hold about you, ask us to correct it, or ask us to delete it.
11. Changes
If we change this policy we will update the date at the top of this page. Material changes will be communicated through your advisory firm.
12. Contact
Sacred Financial Consulting, Inc.