Product transparency · Early beta
Privacy, access & support.
A practical guide to the current product, not a claim of certification or a substitute for a formal privacy policy.
Your workspace is not the homepage.
The homepage uses a separate set of fictional sample records. It does not fetch or display your financial workspace. Signing in does not make your records public.
Financial access is permission-based. Social connections do not grant access. Review sharing, delegated access and optional public profile metrics in Settings; publish only what you intend to share.
Documents and account access
Document downloads require authenticated access checks. Protect your email account, use a unique password and sign out on shared devices. This page does not promise end-to-end encryption or independent security certification.
Know the beta's limits
The core workspace is free and manual-first. Live financial connections remain on the roadmap. Keep original statements and documents: complete workspace export and self-service account deletion are not advertised as available beta features.
The site uses Google Tag Manager. Homepage interaction events added to this page contain only fixed action and placement labels, not financial amounts, record names or email addresses. That describes these events, not every third-party tag configuration.
Support and feedback
Use the in-app “Report a bug” route for beta feedback and questions about data requests. Sign-in is required. Do not include passwords, verification codes or unnecessary financial details in reports.
Open in-app supportCannot sign in? Use “Forgot password?” on the sign-in page. A separate public support contact is not listed here yet.