Encryption
Encryption
Hosting
Hosting
Data retention
Data retention
GDPR compliant
GDPR compliant
Security & Compliance
Your financial documents are sensitive. We treat them that way.
01
In process
SOC 2 Type II
Easily adapt as your business grows. Our platform is built to handle increasing workloads without compromising.
01
In process
SOC 2 Type II
Easily adapt as your business grows. Our platform is built to handle increasing workloads without compromising.
01
In process
SOC 2 Type II
Easily adapt as your business grows. Our platform is built to handle increasing workloads without compromising.
02
Always on
Encryption
AES-256 at rest, TLS 1.3 in transit. Your data is encrypted end-to-end.
02
Always on
Encryption
AES-256 at rest, TLS 1.3 in transit. Your data is encrypted end-to-end.
02
Always on
Encryption
AES-256 at rest, TLS 1.3 in transit. Your data is encrypted end-to-end.
03
30 days max
Data retention
Documents auto-deleted after 30 days. You can delete immediately anytime.
03
30 days max
Data retention
Documents auto-deleted after 30 days. You can delete immediately anytime.
03
30 days max
Data retention
Documents auto-deleted after 30 days. You can delete immediately anytime.
04
US only
Hosting
AES-256 at rest, TLS 1.3 in transit. Your data is encrypted end-to-end.
04
US only
Hosting
AES-256 at rest, TLS 1.3 in transit. Your data is encrypted end-to-end.
04
US only
Hosting
AES-256 at rest, TLS 1.3 in transit. Your data is encrypted end-to-end.
05
Zero access
Access controls
Zero employees can view your documents without explicit permission.
05
Zero access
Access controls
Zero employees can view your documents without explicit permission.
05
Zero access
Access controls
Zero employees can view your documents without explicit permission.
06
Compliant
GDPR compliant
Full compliance with EU data protection. DPA available on request.
06
Compliant
GDPR compliant
Full compliance with EU data protection. DPA available on request.
06
Compliant
GDPR compliant
Full compliance with EU data protection. DPA available on request.
Bring our highly trained financial Associate into your workflow.
Bring our highly trained financial Associate into your workflow.