1. Overview

This article explains the security practices Finz uses to help protect customer accounts, connected integrations, and financial data.

You’ll learn how Finz approaches authentication, access management, connected accounts, and platform security across the product.

2. Account protection

Finz helps protect accounts through:

• secure authentication workflows

• session and access controls

• protected integration connections

• restricted account permissions

We recommend using strong passwords and limiting access to authorized team members only.

3. Connected integrations

Finz connects to services like:

• QuickBooks

• financial institutions

• operational data sources

• document storage platforms

Connections are authorized by the customer and can be disconnected at any time.

4. Data transmission and storage

Finz uses secure infrastructure and encrypted connections when handling customer data.

This includes protection for:

• connected financial activity

• uploaded documents

• operational workflows

• account communication

5. Access and permissions

Only authorized users within your organization should have access to financial workflows and reporting.

Operators should regularly review:

• active users

• connected integrations

• account permissions

• shared access credentials

6. Monitoring and platform safeguards

Finz may monitor platform activity to:

• detect unusual behavior

• improve platform reliability

• support fraud prevention

• maintain operational stability

Some workflows may require additional review before changes are finalized.

7. Customer responsibilities

Customers are responsible for:

• maintaining secure login credentials

• reviewing connected accounts

• managing authorized team access

• verifying financial changes before approval

8. Additional privacy information

For more information about how data is handled and stored, review the:

• Data Privacy Overview

• Privacy Policy

• Terms and Conditions