Per-user isolation, encrypted storage, and signed access. Your books are yours alone — and we're clear about what CloviCFO is and isn't.
Every query scoped by user and entity. New accounts start empty — no shared or global data.
Formation, legal, contract and tax docs in private, encrypted storage with signed-URL access.
CloviCFO imports transactions; it never moves money. Connections are read-only.
Uploaded files are scanned before they're stored in your vault.
CloviCFO surfaces information and opportunities grounded in your data and IRS guidance — it does not replace a qualified professional.
Start with a workspace that's private to you from day one.
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