Last updated: November 2026
Mint Management ("we", "us"; Mint Management NY, the registered trade name of Sruly Altman Corp) operates a private portal for the clients whose books we keep, and for businesses that use Mint Assistant on their own books (the Assistant only plan). This policy describes what information the portal holds, what we do with it, and who else processes it.
With your authorization, we access your QuickBooks Online accounting data — accounts, balances, profit & loss, balance sheet and cash flow figures, customers, vendors and transactions — to keep your books, prepare your financial reports, answer your questions, and carry out the bookkeeping requests you make through the portal.
Your data is used to prepare the reports and answers shown to you in this portal, to record the transactions you ask us to record, and to do the bookkeeping work you have engaged us for. We do not sell your financial data, and we do not share it with anyone except the service providers named below, who process it only on our instructions.
Parts of the portal use AI models to prepare report summaries, to answer the questions you ask the CFO, and to turn your Assistant requests into bookkeeping entries. To do this, the relevant financial data is sent to the model provider (Anthropic) under terms that do not permit it to train on your data. AI answers are prepared from your books and reports and may contain errors. Nothing an AI drafts is posted to your books until you confirm it. If we keep your books, we remain responsible for your bookkeeping; on the Assistant only plan, you are (see the Mint Assistant Service Terms). Voice notes you send on WhatsApp are turned into text by OpenAI's transcription service, under terms that do not permit it to train on them.
If you choose to use the Assistant over WhatsApp, your messages and our replies pass through Meta's WhatsApp Business service and are stored with your portal conversation. Report emails and notices are sent through our email provider (Resend). We never send your statements to a number or address you have not given us.
Your data is stored in our database hosted in the United States. QuickBooks access tokens are encrypted at rest and used only to fetch and record data on your behalf. Tokens are never logged or exposed to other users. Your login is yours alone; each client sees only their own company.
If we keep your books, the people at Mint Management who work on them see them. On the Assistant only plan, only our owner looks at your books, and only to help when you ask or to fix a problem with the service; anyone else at Mint Management only if you ask for their help.
These companies process data for us, only to provide the portal: Intuit (QuickBooks Online, where your books are), Anthropic (AI models), OpenAI (voice note transcription), Meta (WhatsApp), Resend (email), Railway (hosting and our database) and Amazon Web Services (the keys that protect stored website logins). Payments, when you pay online, are handled by our payment provider; we never see or store your full card number.
We keep your portal data while you use the service. When you leave, we disconnect QuickBooks and WhatsApp and, on request, delete what we hold about your business, except records we must keep by law. Your books themselves stay in your QuickBooks company.
You may revoke our QuickBooks Online access at any time: ask us and we will disconnect it from our side, or remove the connection directly in your Intuit account at accounts.intuit.com. Disconnecting stops new data from being read; reports already prepared stay in the portal until we close your account.
Questions? Contact us at sruly@mintmanagementny.com.