Signed-in pages
Private application pages check for an authenticated session and redirect to sign-in when one is not present.
Security and data handling
Clear account controls. Clear data handling.
Simple Books uses established services for sign-in, business records, uploaded files, payments and optional AI features. This page explains what is handled where and which actions remain under your control.
Account access
Your sign-in controls access to private product areas
Simple Books accounts currently use email and password sign-in through Firebase Authentication. Password-reset emails are also handled through Firebase Authentication.
Your regular account password is submitted through the Firebase Authentication client and is not written into Simple Books business records or browser storage.
Record access
Firestore rules require the signed-in user ID to match the owner of structured records under that user's account.
Server actions
AI requests, usage checks, Checkout creation and billing-portal access verify an authenticated account before continuing.
Your business data
Different data has a clear place
The application uses Firebase services and browser storage for distinct parts of the product.
Firestore
Account settings and structured records such as invoices, bills, expenses, clients, projects and imported bank transactions are stored in Firestore under user-specific paths.
Firebase Storage
New supporting-document uploads and company logos are stored in authenticated, user-specific Firebase Storage paths. Supporting-document records retain the file path and a download link for the file they use.
Browser storage
Simple Books also uses browser storage for local working copies, preferences and status information on the device you are using.
Transport and hosting: the public Simple Books site is delivered over HTTPS through Firebase Hosting.
Payments
Subscription payment details stay in Stripe's payment flow
Pro subscription checkout is opened through Stripe Checkout, and subscription management is opened through Stripe's billing portal. Card entry takes place on Stripe's pages rather than in a Simple Books card form.
Simple Books keeps the Stripe customer and subscription references needed to manage access. It may also retain the card brand and final four digits for display on the Account page; it does not store the full card number in its business records.
Optional AI features
Relevant information is sent only when you use an AI tool
The AI Assistant and document scanner use OpenAI through authenticated Firebase Functions. Their inputs differ according to the task.
Questions about your records
The Assistant sends your question and a limited, question-relevant summary of Simple Books records to the AI provider. The summary can include relevant names and figures, while email addresses and web links are removed before the request.
Unrelated questions are routed away from the AI request. The Assistant returns an answer and does not create, edit or delete your records.
Files prepared for your review
When you choose to scan a bill or expense document, the selected PDF or image content is sent to the AI provider to extract possible details.
The extracted result is shown for review. You choose whether to use it in the form, and the bill or expense is not saved until you complete the normal save action.
Monthly AI Assistant and document-scanning allowances are checked and enforced for the signed-in account.
Bank statement import
A file import, not a connection to your bank
The CSV statement you select is read, previewed and mapped in your browser. This workflow does not upload the raw statement file; when you confirm an import, the mapped transaction fields are stored with your Simple Books records.
Simple Books does not ask for online-banking credentials and does not currently connect to a live bank feed. Possible matches to invoices, bills and expenses are calculated for review and are not applied automatically.
- 1Select and previewThe CSV is read in your browser
- 2Map and confirmYou choose the transaction columns
- 3Review suggestionsNo match is applied automatically
Data control and exports
Download useful copies of your records
Existing export tools let you keep or share selected business information outside Simple Books.
These are user-controlled download and portability tools. They are not presented as an automatic backup service or a disaster-recovery guarantee.
Public demo
Explore with sample records
The demo account is populated with sample business information so visitors can explore workflows without using their own records. Do not enter real business or personal information into the demo.
Open the demoError monitoring
Production errors are monitored with limited context
Simple Books uses Sentry on production pages to help identify application errors. Before an event is sent, the integration removes user identity fields, request payloads, headers, cookies, query strings and non-navigation breadcrumbs. Query strings and fragments are also removed from recorded URLs.
Specific claims, not broad labels
We prefer statements that can be checked
This page does not claim security certifications, independent audits, penetration-test status, fixed retention periods, automatic account deletion, recovery guarantees or an uptime service level. Those claims are omitted unless they can be supported by the current implementation and documentation.
Continue exploring
See how Simple Books works in practice
Review the current features, explore sample records in the demo or compare the available plans.