Security and Privacy

Your financial data is sensitive. Fynance is built so that you stay in control of it.

Your bank connection

• Banks are connected through Plaid, a service used by thousands of financial apps. You sign in to your bank on a secure Plaid screen.
• Fynance never sees or stores your bank password.
• The connection is read-only: Fynance can read your transactions and balances, but it can never move your money.
• You can disconnect a bank at any time (see Disconnecting or Reconnecting a Bank).

Your data

• Your data is encrypted.
• Each company's data is separate. People only see a company if they were invited to it (see Giving Access to Your Accountant).
• Stripe is connected with your approval in Stripe, and you can disconnect it at any time (see How to Connect Stripe).

Who can see your books

• Only the users listed on Users for that company. Each has a role: admin, bookkeeping or billing.
• Review the list from time to time and remove people who no longer need access.
• When you connect an AI app (Claude, ChatGPT, Gemini), it reaches only the company you choose when signing in (see Chart of Accounts, Users and Settings).

Good practices

• Use a strong, unique password for Fynance.
• Do not share your login. Invite each person with their own user instead.
• Never share your password with anyone, including messages that claim to be from support.