1. Overview
This article summarizes how Finz handles customer data, connected integrations, platform security, and privacy controls.
For full legal details, review the:
Privacy Policy
Terms and Conditions
2. What data Finz uses
Finz may process:
account and onboarding information
connected financial data
uploaded documents and invoices
transaction and operational activity
platform usage and support activity
Connected integrations only share data you authorize.
3. How Finz uses your data
Finz uses data to:
power financial workflows and reporting
generate AI CFO insights
improve forecasting and categorization
maintain security and fraud prevention
support onboarding and customer support
Some platform features use automated processing and AI-generated analysis.
4. How Finz protects data
Finz uses safeguards designed to protect customer information, including:
encrypted connections
access controls
secure infrastructure practices
authentication protections
Customers are responsible for maintaining secure account access and managing authorized users appropriately.
5. Your controls and privacy choices
Depending on your region and applicable laws, you may be able to:
access or update account information
disconnect integrations
manage cookie settings
opt out of marketing communications
request certain privacy actions
6. Full legal policies
For complete details, review the:
Privacy Policy
Terms and Conditions