Security

Your team can draft. Only you can move money.

Every bot gets the least access its job needs, nothing is used to train AI models, and everything is logged.

Least access
Bots read and draft. Sending email is off until you turn it on per bot, and money always waits for you.
Not used for training
Your email, invoices and contacts are only used to do your work, never to train models.
Everything logged
Every action and approval is in the activity log: who did what, and why.
BotReadDraftSend / payDelete
PennyEmail, calendarRepliesOnly if you allow itNever
SagePublic webReportsNeverNever
LedgerInvoices, paymentsReminders, credit notesReminders if you allow it; money never on its ownNever
NudgeCRM, email threadsFollow-ups, quotesOnly if you allow itNever
DawnOther bots' activityThe briefBrief only, to youNever