Frequently Asked Questions

Intuit Intelligence answers questions about your books as they are today, inside QuickBooks. Technovault does things it doesn't. It keeps nightly backups of your books and can restore them. It keeps an audit trail of every change, including deleted records in full. It emails you a report on a schedule, so you don't have to log in to know where things stand. It remembers what you tell it about your business, so you explain things once. And it answers with the AI engine you choose — Claude from Anthropic or ChatGPT from OpenAI — with the price of every answer shown. It reads your backups and can never change your books.

A chat grounded in your own books. It reads your latest Technovault backup through a small set of read-only tools — search the ledger, pull a full record, total balances — and nothing else. Every answer cites the records it read so you can verify it yourself, and when it needs a fact from you (how much a reconciliation is out by, a statement date), it asks before investigating. It flags and explains; you confirm. It flags common GAAP concerns — it is not an auditor and doesn't certify anything.

No. Every company starts with a weekly AI health report, emailed to the company's owner: whether the backups are current, what changed in the books that week, and what the AI noticed. Any question you ask can be scheduled the same way, weekly or monthly, answered fresh from the latest backup each time. Every report links back to the full conversation, and you can unsubscribe from any of them with one click.

The one you pick. The engine — the frontier AI model that does the reasoning — is your choice per question: the picker offers Claude Opus 5 (the default) and Claude Fable 5 from Anthropic, and ChatGPT-5.6 from OpenAI — each labeled with where your data is processed (all three in the United States today), and your company's administrator can disable any engine for the whole company. Your choice is sticky per user, and the engine you pick is the engine that answers — we never substitute silently. Your question and the ledger excerpts the tools return are sent to your chosen engine's commercial API to produce the answer; we never use your books to train anything. Details on the privacy and sub-processors pages.

Every engine we offer has to pass our accounting evaluation — a fixed set of planted bookkeeping errors (duplicate deposits, miscoded expenses, reconciliation gaps) that an engine must find, cite, and explain without inventing problems. The current Gemini model (gemini-3.6-flash, evaluated July 2026) didn't pass. The four engines in the picker all did. We re-evaluate new models as they're released, Google's included.

Every user gets a monthly AI allowance included, free — yours across every company you work on (usable wherever there's an active subscription or trial). Your exact current allowance and usage are always shown in the app. When it's used up, the AI pauses until your monthly reset: it stops, it never charges you by surprise. If you want more, buy AI credits from $10 — personal too, on your own card, spendable everywhere you work, the moment you buy. Credits never expire, and your unused balance is refundable any time. The full system, including current per-engine rates, is on the AI pricing page.

Backup is read-only, and so is the AI. The only feature that writes is restore — a separate, gated action: you see a preview of the exact changes, approve them in writing, and a pre-restore snapshot is captured first so the restore itself is undoable. Anything that can't be safely written back comes with step-by-step manual instructions instead. Applying a restore also requires a fresh verification code emailed to you, no matter how old your session is.

In Cloudflare R2 (encrypted at rest, zero-egress). Encryption keys are per-company and never sent to the browser. The full sub-processor list is on the Sub-processors page.

Click Delete all data in your settings (it asks for a fresh emailed verification code — it's irreversible, so we make sure it's you). We revoke the Intuit grant and purge every backup we hold for that company — deletion is immediate and complete, and we keep no residual backups. We retain only what we're legally required to keep — billing and tax records, plus activity logs (to comply with applicable law and for our mutual protection) — so you can reconnect and reprint past invoices.

Yes. One QuickBooks admin connects the company; after that, anyone can be invited by email — your accountant, your bookkeeper, your staff — and each person signs in with their own Technovault account. Nobody shares a QuickBooks login, and access is set per member, per company. Either side can start it: subscribe and invite your accountant in, or have your accountant set it up and invite you.

The audit trail shows every change across every snapshot — the field that changed and the values on either side of it — attributed by snapshot interval. We show the QuickBooks actor where QuickBooks reliably exposes it, and we won't claim it when it doesn't.

Because every accountant who recommends us shouldn't have to figure out which tier their colleague's clients need. One product, one price, everything included — and every feature we ship reaches every customer the day it ships. We're priced for sustainable growth at scale, not for upsell engineering.