Transparency

What we read.

Everything FLCPA.AI Books Connect reads from Zoho, and why it is needed for your accounting and tax work. Anything not on this list is never requested.

Record	Contains Personal Data	Why
Organization profile organizations	No	Organization name, plan, currency, time zone and fiscal year start, used to label the dataset, set reporting periods and size the daily API budget.
Who approved the connection oauth/user/info	Yes	The Zoho user ID and email of the person who approved access, kept in the consent log so every connection can be traced to a named approver.
Chart of accounts chartofaccounts	No	Every account, its type and parent, to map postings to financial statement lines and tax schedules.
Customers and vendors contacts	Yes	Customer and vendor names, type and status, for AR and AP by party, and the 1099 flag for vendor reporting. Emails, phone numbers, addresses and social links are dropped.
Products and services items	No	Items with their income, purchase and inventory accounts and tax setting, to explain how each sale or purchase line posts.
Tax rates taxes	No	Sales tax rates and types, to reconcile tax collected and payable.
Bank and card accounts bankaccounts	No	Bank and credit card accounts with their book balances, for cash and bank reconciliation. Account numbers are dropped.
Invoices invoices	Yes	Revenue and receivables: amounts, dates, customer and status, for the income statement, AR aging and sales tax.
Credit notes creditnotes	Yes	Customer credits that reduce revenue and receivables.
Customer payments customerpayments	Yes	Cash received and the deposit account, for cash receipts, AR and bank reconciliation.
Bills bills	Yes	Expenses and payables: amounts, dates, vendor and status, for the income statement, AP aging and 1099 reporting.
Vendor credits vendorcredits	Yes	Vendor credits that reduce expenses and payables.
Vendor payments vendorpayments	Yes	Cash paid and the account it came from, for cash disbursements, AP, bank reconciliation and 1099 totals.
Expenses expenses	Yes	Direct expenses and the account they were paid from, for the income statement and bank reconciliation.
Manual journals journals	Yes	Manual journal entries: adjusting entries and corrections that feed every financial statement.
Invoices in full invoice_documents	Yes	Revenue and receivables: amounts, dates, customer and status, for the income statement, AR aging and sales tax. Full documents add the line items: account, item, quantity, rate and tax per line. Addresses, emails, phone numbers, contact persons, notes, terms, attachments and portal links are dropped.
Credit notes in full creditnote_documents	Yes	Customer credits that reduce revenue and receivables. Full documents add the line items: account, item, quantity, rate and tax per line. Addresses, emails, phone numbers, contact persons, notes, terms, attachments and portal links are dropped.
Bills in full bill_documents	Yes	Expenses and payables: amounts, dates, vendor and status, for the income statement, AP aging and 1099 reporting. Full documents add the line items: account, item, quantity, rate and tax per line. Addresses, emails, phone numbers, contact persons, notes, terms, attachments and portal links are dropped.
Vendor credits in full vendorcredit_documents	Yes	Vendor credits that reduce expenses and payables. Full documents add the line items: account, item, quantity, rate and tax per line. Addresses, emails, phone numbers, contact persons, notes, terms, attachments and portal links are dropped.
Expenses in full expense_documents	Yes	Direct expenses and the account they were paid from, for the income statement and bank reconciliation. Full documents add the line items: account, item, quantity, rate and tax per line. Addresses, emails, phone numbers, contact persons, notes, terms, attachments and portal links are dropped.
Manual journals in full journal_documents	Yes	Manual journal entries: adjusting entries and corrections that feed every financial statement. Full documents add the line items: account, item, quantity, rate and tax per line. Addresses, emails, phone numbers, contact persons, notes, terms, attachments and portal links are dropped.
Month-end trial balance reports/trialbalance	No	Fiscal-year-to-date balances per account at each month-end, the baseline for tie-outs and for detecting edits to closed periods.
General ledger detail reports/accounttransaction	Yes	Every posting line with date, account, debit, credit, source document and contact, the detail every statement and tie-out is built from. Free-text transaction descriptions are dropped.

Never Collected

organizations: contact, phone, address, custom fields, settings	Returned with the org list but not needed; dropped before anything is stored.
Payroll and employee records	Not needed for the books themselves; never requested.