_challenges
I don't want to give access to my account
The process of sharing your data doesn't give access to your account. Your consent simply allows to use our technical integrations with your accounting or ERP software to receive the same financial data you already share with us. We do this using an encrypted digital connection with your software.
I'm worried about giving continuous access to my data
You are always in control of the digital connection has to your data, so you can disconnect your software whenever you like. To do so, log in to your accounting or ERP software and follow the instructions for disconnecting linked apps. When you disconnect, won't be able to access your financial data via the encrypted digital connection anymore.
We recommend leaving your data source connected. This way, will be able to automate their loan monitoring process, and you won't be asked to regularly prepare and provide files with your business' finances. You will remain in communication with , but the friction of preparing data will be removed.
I'm worried this opens me up to fraud
An encrypted digital connection is actually a much more secure way to share your sensitive financial data with than files shared over email. This digital connection uses OAuth 2.0, the industry-leading standard for online authorization.
I don't want to share this much information
You won't share any more information than you already provide to in a spreadsheet or a PDF. We will only access a snapshot of your business's financial position provided via a digital connection. The digital method of sharing data ensures you save valuable time instead of manually collecting and sharing financial information.
I don't want to provide my login details
The digital data sharing doesn't give us access to your login credentials. The sharing is done using OAuth 2.0, the industry-leading standard for online authorization. The process uses encryption keys and tokens, so your login information is never shared directly with .
In simple terms, OAuth 2.0 is like a special key that lets us access data in your account without using your actual password. This keeps your online accounts secure. In turn, will access your data from a web page that is separate from your accounting software.
I want to share a password-protected file instead
Passwords used in protected files can be easily decrypted. While they provide some security, they aren't a good solution for the regular sharing of large files and complex financial information.