Security & privacy
- Your data is locked to you. Database row-level security means one account can never read another's records, and this is tested automatically.
- No full account numbers. We keep only the last 4 characters of a loan account number.
- Private documents. Files go to private storage through short-lived signed links, are checked (signature, size, scripts, encryption) before processing, and are never executed.
- Payments you can trust. Card and UPI details stay with Razorpay. Payment status is verified on our server — never taken from the browser.
- AI with guardrails. The assistant can only read your own data through fixed, read-only tools; every number comes from our calculation engine; instructions hidden in documents are ignored.
- Quiet logs. Logs and analytics are scrubbed of balances, incomes and identifiers.
- You're in control. Export or permanently delete your data at any time.