Everyone sees only their part. Every change has a name.
Nobody at Keelvy can read your password. And nobody here opens your account unless you approve it.
What happens to your password, your files and your history
What your IT adviser will ask, answered
If your accountant or IT adviser asks how Keelvy looks after data, hand them this list.
Where this stops, so nobody buys the wrong thing. Keelvy looks after your products and the work around them: catalog, photos, prices, stock, orders and what was made from what. It isn’t a CRM: it connects to HubSpot or Zoho for your customer list. It keeps light books of its own, and sends invoices to QuickBooks Online or Xero if your accountant works there. A very large company with its own data team will need other tools alongside. A growing business that wants one trusted version of each product is who it’s built for.
Each department sees only what it needs.
Your production lead sees recipes and materials. Your salespeople see customers and prices. You decide by role and seniority whether cost and margin show up at all, in a couple of clicks. A number someone shouldn’t see never reaches their screen.
See the plansThe assistant never gets more rights than the person who connected it.
The assistant is off until you turn it on for your account. Once it’s on, it works within the permissions of the person who connected it, never wider. Every change it makes carries that person’s name in the history, with what was there before.
Disconnect it and it stops at its next request. On Retailer and Scale, its changes can wait for a person to confirm first: the assistant proposes, a person decides.