Security & Privacy
Data handling
Understand the handling of integration credentials, business data, and temporary financial-review inputs.
Integration credentials
OAuth credentials used to maintain supported integrations are kept server-side and encrypted where configured by the integration. The browser is not intended to receive plaintext integration credentials.
Financial review inputs
Supported financial-review workflows are intended for temporary analysis rather than permanent statement storage. Users should retain any result they need for their own records when the product instructs them to do so.
User control
- Users can disconnect supported integrations.
- External providers can revoke authorization.
- Businesses remain responsible for retaining records they need for compliance or operations.