Delete your CheckBooks.ai account

This page explains how to delete your CheckBooks.ai account and the data that goes with it. CheckBooks.ai is made by Ogal LLC.

Delete it in the app

1. Sign in to CheckBooks.ai.
2. Go to Settings → Security → Delete your account.
3. Read what deleting removes and what CheckBooks.ai keeps, then type your account's email.
4. Prove it's you with a way you have turned on: a passkey, a code, or your password.
5. Press Delete my account. Every session ends, on every device, and the deletion cannot be undone.

If something still needs your account, such as a business you own or a check waiting for approval, the card says what it is and what to do first, and nothing is deleted until you do.

Can't sign in?

Write to [email protected] from the email address on the account, with the subject "Delete my CheckBooks.ai account". A person answers within 2 business days and helps you sign in again (Forgot password), so you can delete the account from Settings → Security → Delete your account. If you cannot sign in at all, a person at CheckBooks.ai deletes the account for you once we have confirmed it is you.

What deleting removes

• Your sign-in: password, Google link, passkeys, codes and every session, on every device.
• Drafts you never signed. Checks awaiting approval, or signed, that were never shared, made into a PDF, mailed or written on paper are voided, as when a business is deleted.
• Your saved signatures, except one that is on a check that stays.
• Your personal contacts, the checks you scanned in, and unpaid bills you uploaded, with their payment plans.
• Your assistant chat history outside any business, and your notification settings.
• Your consent to AI features: nothing more of yours is sent to an AI provider, including invoices you uploaded for a business.
• Your bank link through Plaid: CheckBooks.ai asks Plaid to remove it.
• The bank accounts registered with Lob for mailing: CheckBooks.ai asks Lob to delete them.
• The bank details, business name, address, phone and logo of each personal checkbook no remaining check was drawn on.
• The stored files of what is removed (signature images, drafts' PDFs, bills' files and checkbook logos), and every scan you uploaded that no remaining record shows: CheckBooks.ai deletes them.
• Your connected AI apps, your delegates, and the invitations you sent that are still open.
• Your memberships in other people's businesses, and your recurring checks, which stop.

What CheckBooks.ai keeps, and why

A check is a legal instrument: the person you paid may still verify or deposit it after your account is gone. So CheckBooks.ai keeps what a check needs to stay verifiable, and the records of what was done:

• Every check that stays: one issued and not voided, with its delivery and view history. A check is a legal instrument, and its payee may still verify or deposit it. One whose copy may already be in a payee's hands, or that is on paper, is left standing, and the confirmation lists it.
• Your name, kept while a check you wrote, or any check on one of your personal checkbooks, may still be verified: a payee's copy and the verify page show it. Your address, only while a check you wrote on a personal checkbook may be, since only that check's face prints it. With no such check, each is cleared from your account; a checkbook a check was drawn on keeps its own copy of the address it prints.
• The bank details, business name, address, phone and logo of each checkbook a remaining check was drawn on, and the signature on such a check, for the same reason.
• Checks that were voided, by you or by this deletion: the record of what was written and that it will not be paid.
• Approval requests and their decisions, with the reasons given: the record of who asked and who decided.
• Your recurring checks' settings (payee, amount, memo and schedule), paused, and the history of their runs.
• The bank accounts once registered with Lob, closed: each with its signer's name and the last four digits of its routing and account numbers.
• Payments applied to bills, the bills a check paid with their files, and the security log of sign-ins and changes, with the codes sent to you, spent so none works.
• Your connected AI apps' records, revoked: which apps you connected, what each was allowed and what each did.
• Your billing records: the plan you had and its payments.
• Records of the invitations you sent (cancelled) or received (left to expire), and of your memberships and delegates, closed.
• What belongs to a business you were a member of: its checks, contacts and records, the chats you had in it, and its link to Xero made through your sign-in, kept for the business but no longer used until it reconnects.
• Each checkbook's name and settings (type, design, next check number, verification status); one no remaining check was drawn on keeps nothing personal.
• Each of your checkbooks linked into someone else's business: it comes back to you first, as when you take it back (the checks others wrote on it that never left CheckBooks.ai voided, that business's approval requests on it withdrawn, its bank proof reset), and is then kept as your other checkbooks are.
• This account's closed record: its number and settings, when it was opened and closed, the agreements it accepted and when, and the address that stands in for your email, which no mail goes to.
• Earlier copies of files that no record shows any more, such as a check's older PDF renders or a replaced signature or logo, may stay in storage.
• Copies in the daily database backups.

These records are kept for 7 years after the account is deleted.

Questions

Write to [email protected]. Our Privacy Policy says what we collect and who processes it.