Your financial data is sensitive. We protect it with the same security measures used by banks and financial institutions.
All data is encrypted at rest and in transit using industry-standard AES-256 encryption.
Our infrastructure runs on SOC 2 Type II certified cloud providers with enterprise-grade security.
Protect your account with MFA using authenticator apps, SMS, or security keys.
Role-based permissions let you control exactly who can see and do what in your organization.
Every action is logged and timestamped, giving you full visibility into who did what and when.
Your data is automatically backed up multiple times daily with point-in-time recovery.
We use Plaid, the industry leader in financial data connectivity, to securely connect to your bank accounts. Here's how it works: