Your financial data, protected at every step.
Outsourcing finance and using AI means trusting a partner with sensitive data. Here is how we protect it.
Access controls
Role-based access, multi-factor authentication and least-privilege permissions. We work inside your systems under your permissions.
Responsible AI
A person reviews AI output before it affects your books or payments, and automated actions are logged for review.
Financial controls
Segregation of duties, dual approval on payment runs and documented standard operating procedures.
Trusted people
Confidentiality agreements and ongoing security awareness for everyone who works on your account.
Vetted technology
We work with established finance technology partners and review how each one handles your data.
Data handling
We agree with you where your data is stored and who can access it, as part of onboarding.
Need details for your security review?
We’re happy to complete security questionnaires and walk your team through our controls.
Request security information