Security and trust

Security and data handling for LedgerLumen bookkeeping workspaces

Bookkeeping records deserve clear boundaries, not vague security promises.

LedgerLumen uses signed-in workspaces, role-based access, private receipt files, explicit export and deletion controls, Stripe-handled bank sign-in, and conservative tax-readiness wording.

Create workspace

LedgerLumen settings data screen showing category rules, backups, exports, and support controls

At a glance

Small business financial records deserve plain boundaries. Before you store receipts, invoices, bank activity, or tax-readiness notes, you should know how access and data controls work.

Authentication and roles

Workspace access is designed around owners, admins, bookkeepers, tax preparers, and staff.

Bank sign-in boundaries

Stripe Financial Connections handles bank sign-in. LedgerLumen does not store bank passwords.

Data controls

Exports, deletion controls, and private receipt files help owners manage sensitive records intentionally.

Tax-readiness limits

Tax estimates and readiness features are informational planning aids, not tax, legal, or accounting advice.

Trust and fit

Built for the owner who still has to answer the money questions.

Workspace access is signed in and role-based
Receipt files and exports are handled as sensitive records
Bank passwords are handled by Stripe, not stored by LedgerLumen