Help · Security

Security and your data

The clearest rule first: SubReady never connects to your bank and never asks for bank logins.

No bank connections — by design

Who can see your records

  1. You. Your books are yours.
  2. Your accountant — only if you approve it. Access is read-only, granted in Settings → Accountant access, and revocable at any time (details).
  3. Nobody else. SubReady never discusses your data with other users, and support staff access is limited to what’s needed to help you.

Your rights and controls

Sensible habits on your side

  1. Keep your login PIN private; reset it via WhatsApp if forgotten.
  2. Keep WhatsApp itself secured (device lock, two-step verification in WhatsApp settings).
  3. Send statements from your own banking app’s PDF export — never share credentials with anyone.
Still stuck? Open a support ticket from Help inside the app (replies usually within 4 working hours), or just ask SubReady on WhatsApp — it answers product questions and reads your own numbers. See getting support.