Security and data

Who sees what

• The public server answers calculator and pricing questions. It holds no client data.
• The client server answers only for the person who signed in, and only for their own company. GoForma checks this on every call, not just at sign-in.
• What you type, and what GoForma returns, goes to your AI provider under their terms. Check their privacy settings, especially whether chats are used for training.

What the connectors can change

• Reading needs read. Figures from FreeAgent need finance:read, which you can leave out.
• Anything that acts needs act, and every such tool is marked so your assistant confirms with you first.
• Requests go to a person at GoForma. Nothing is filed, paid or changed in FreeAgent.

Disconnecting

Remove the connector in your assistant's settings. If you think someone else has connected to your account, change your GoForma password and tell us.

Reporting a problem

Email info@goforma.com with "Security" in the subject. Please do not test against other people's accounts.

GoForma's privacy policy covers how we handle personal data.