System Pillar
Restricted Member Workspace
A private bookkeeping workspace for approved member accounts, with authenticated access to transactions, investments, and reporting surfaces.
DP Bookkeeping
Secure books. Clear decisions.
DP Bookkeeping is the official bookkeeping application operated by Douglas Peters for approved members. It supports secure account connectivity through Plaid, transaction review, categorization, reconciliation, and reporting workflows. New access requests are reviewed manually through support.
Launch Focus
- Secure bank and investment connectivity
- Private transaction review and categorization
- Business-context bookkeeping guidance
- Reporting and reconciliation for approved members
AI Assist
- Transaction category suggestions anchored to IRS-style bookkeeping rules
- Write-off description drafting for cleaner transaction review
- Rule learning from accepted bookkeeping decisions
- Expandable into member reporting, review summaries, and bookkeeping planning
System Pillar
Business Context Layer
A business profile stores services, notes, and deductible focus areas so bookkeeping review stays anchored to the member's actual operating context.
System Pillar
Transaction Review System
Secure categorization, write-off support, and guided review tools keep the books cleaner without relying on spreadsheet handoffs.
System Pillar
Compliance-Ready Public Profile
Public privacy, retention, and support pages give institutions and approved members a clear operating profile for the application.
Reviewer Guidance
Official App Identity
DP Bookkeeping is operated by Douglas Peters. The official public homepage, support page, and privacy policy are hosted directly on dpbookkeeping.app.
Reviewer Guidance
What The App Does
The app lets approved members connect eligible financial accounts, import balances and transactions through Plaid, review and categorize activity, maintain bookkeeping context, and generate bookkeeping-ready records and summaries.
Reviewer Guidance
Data Requested And Why
The app requests Google account details for sign-in and access control, Plaid-authorized account and transaction data for bookkeeping workflows, and member-entered bookkeeping notes, categorizations, and profile details to support reconciliation, reporting, and support operations.
Public Information
Privacy Policy
How financial data is collected, used, protected, and limited.
Public Information
Terms of Service
The public terms governing access to the site, member approval, and acceptable use.
Public Information
Data Retention
How bookkeeping data, Plaid records, and backups are retained and disposed of.
Public Information
Support Contact
Public contact information for application, privacy, and access-request questions.
Status
Public homepage, support channel, and privacy policy are live on the verified domain.
This production site is publicly visible without login so institutions and reviewers can confirm the operator, app purpose, data use disclosures, support contact, and privacy policy before any member signs in.