The Sajentic audit replaces hours of manual prospect review with an automated analysis that completes in about 90 seconds. Here is exactly what happens, and what doesn't.
The QuickBooks connection is temporary, and we only read
When a prospect completes your portal, they authorize a connection to their QuickBooks Online account. Intuit's approval screen lists everything an accounting connection can see, and it offers no read-only option, so it will look broader than what Sajentic does. What Sajentic does is:
- Reads only — Sajentic only reads. It never writes to, modifies, or deletes anything in their QuickBooks.
- Temporary — the connection is used once for the audit and then immediately destroyed.
What the audit does
- Sajentic pulls the financial reports needed to run the configured health checks.
- Each enabled health check scores a specific aspect of the books (transaction categorization, reconciliation status, payroll setup, and others).
- The individual scores are combined into a single health score for the engagement.
- The health score sets the books condition factor, which scales the cleanup quote up or down based on how much catch-up work the books require. By default the monthly is priced as clean books; you can choose to apply the factor to the monthly too.
The connection ends after the data pull, and the raw data is deleted after the analysis
An in-process cleanup runs in two steps:
- As soon as the data pull finishes, Sajentic explicitly revokes the connection with Intuit. It is the refresh token that is revoked, which ends the authorization itself rather than just one short-lived access token, and both tokens are deleted from our systems.
- When the analysis finishes, the raw financial data pulled for the audit is deleted from our systems.
Cleanup is primary in-process, backed by a daily safety-net job that sweeps any session whose in-process cleanup did not run; a short configured retention window is the authoritative upper bound. We keep the report: the score, the findings with their evidence, the quote, summary financial statements, and balances owed by and to customers and vendors, encrypted until you delete the submission. The raw data pulled from QuickBooks is deleted.
You will receive an email notification when the result is ready on your dashboard, where you can unlock the full report (see report limits).