Security in Business Essentials starts long before features are built. We follow a Security by Design approach, meaning every module, workflow, and AI function is engineered with protection at its core—not added afterward.

A Secure Foundation for All Your Business Data

Business Essentials uses modern security frameworks and architectural best practices to safeguard information end-to-end. This includes:

• Encrypted storage and communication (data is encrypted while stored and while moving between systems)
• Enterprise-grade cloud hosting on Microsoft Azure, benefiting from world-class security and continuous global monitoring
• Role-based access control, ensuring employees only see what they are allowed to see
• Fine-grained permissions, giving you full control over documents, tasks, workflows, and sensitive records
• Automatic session protection, preventing unauthorized access
• Secure APIs for protected communication between Business Essentials and Azure services

Protection That Evolves With You

We continuously assess emerging threats, apply security patches, and update our infrastructure to stay ahead of modern risks. Even as your company grows, Business Essentials ensures your security grows with you—without extra cost or complexity.

GDPR compliance is built into Business Essentials from day one—not added later or handled through unclear policies. The platform is designed specifically for European businesses, ensuring that your operations remain safe, compliant, and transparent.

Data Stored in the EU, Always

Your data never leaves European data centers. All files, records, and AI interactions are processed securely within GDPR-compliant environments.

Your Rights, Clearly Supported

As the owner of your data, you can:

• Access your data at any moment
• Download or export your data when needed
• Correct inaccurate information
• Delete your data or request removal
• Restrict processing when necessary

Each action is simple, transparent, and instantly available—no complex IT requests required.

No Hidden Sharing or Processing

We do not sell your data, share it with third parties, or use it for advertising. Data is processed strictly for the purpose of delivering the Business Essentials service you subscribe to. You stay fully in control.

Your business is built on information—contracts, client conversations, policies, tasks, and financial data. Business Essentials ensures every piece of it is secure and remains 100% yours.

You Own Your Data, Not Us

We believe small businesses should never lose control of their information. That’s why:

• You retain full ownership, always
• You decide who within your team can access sensitive content
• You can remove, export, or download your information whenever you want
• We never use your data to train external AI models
• Your data is isolated from other customers at all times

Multi-Layer Data Safety

Your documents and records are protected through:

• Encrypted backups
• Disaster recovery mechanisms
• Tamper-proof audit logs
• Strict internal access controls
• Redundant storage to prevent data loss

Even in extreme scenarios, your data remains safe, recoverable, and under your control.

AI should empower small businesses—not put them at risk. That’s why Business Essentials incorporates Responsible AI principles at every level, ensuring the AI Assistant is helpful, transparent, and safe.

Transparency and Control

The AI Assistant only works with data you already have permission to access. It does not override your role, view confidential information you can’t see, or access external content without permission.

Your Data Is Never Used for Training

AI interactions remain inside your secure environment. The content you write, upload, or ask the AI to process:

• Is not used to train public AI models
• Is not shared with third-party tools
• Is not analyzed outside your secured tenant

AI That Works Within Boundaries

Business Essentials uses a combination of Generative and Agentic AI responsibly:

• Generative AI writes summaries, drafts, insights, and explanations without storing your data externally.
• Agentic AI performs safe, authorized actions—like generating reports or updating tasks—within strict controls.

Clear guardrails prevent unauthorized changes, unsafe actions, or opaque decision-making.

Ethical AI for Real Businesses

We believe AI should enhance human work—not replace it. Every design decision reflects this belief:

• AI is explainable
• AI avoids sensitive or ambiguous actions
• AI prioritizes privacy and accuracy
• AI follows your business rules
• AI supports—not replaces—judgment

This ensures AI benefits small businesses without introducing risk or complexity.