Security model
Where data lives. What crosses the wire. What never does.
Principles
- Workbook stays on your machine. The
.xlsxfile is never uploaded. Period. - Minimum context. Only what the AI needs to answer goes over the wire — sheet names, header rows, sample rows, the specific ranges you ask about. Typically a few KB per chat turn.
- Encrypted credentials. ERP keys and OAuth refresh tokens are encrypted at rest with Windows DPAPI, tied to your Windows user account. Cannot be decrypted by another user or on another machine.
- Audited writes. Every cell HISAB writes is logged with before/after values, timestamp, user, and the chat turn that triggered it.
- Local-only MCP. The Model Context Protocol server binds to
127.0.0.1only — never reachable from your LAN, never exposed to the internet.
Data classification
| Data | Where it lives | Encrypted | Sent over wire? |
|---|---|---|---|
Your .xlsx workbook | Wherever you put it | Per your OS settings | Never |
| Sheet context (per turn) | RAM only | TLS to AI provider | Yes — to AI only |
| Chat history | %APPDATA%\HISAB\chats\ | NTFS permissions | No |
| Audit log | %APPDATA%\HISAB\audit.db | NTFS permissions | No |
| ERP credentials | %APPDATA%\HISAB\credentials.dat | DPAPI (per-user) | To ERP API only, over TLS |
| Skill code (yours) | %APPDATA%\HISAB\skills\ | NTFS permissions | No |
| MCP bearer token | %APPDATA%\HISAB\mcp-token.txt | DPAPI (per-user) | Localhost only |
Operating modes
Set in Settings → Operating mode:
- Strict — AI can read and propose; you approve every write. Suitable for production books during close.
- Default — Reads run freely; non-destructive writes auto-execute; destructive writes (deletes, ERP pushes) need approval. Good for daily use.
- Auto — Everything executes, but every write is still journaled. Use only when you trust the workflow (e.g. running an established skill).
Compliance roadmap
- SOC 2 Type I report — Q3 2026
- ISO 27001 — Q1 2027
- GDPR DPA available today on request (Team and Enterprise)
- SOC 2 Type II — Q2 2027 (12 months of operation needed)
Security disclosures: email security@hisab360.com. PGP key on our security page.