Keeping your data safe

How Finli protects business and customer information, and the trusted partners we use to connect banks and process payments.

Protecting the information businesses and their customers trust us with is central to how Finli is built.

How we protect your information

Independent audit. Finli has achieved SOC 2 Type II compliance.
Encryption. Data is sent over HTTPS. Sensitive details, such as tax ID numbers and bank account information used to process payments, are encrypted when stored.
Passwords. We never store your password in readable form. Passwords are stored only as secure one-way hashes.
Login protection. You can add two-factor authentication or passkeys to your login under My Settings, on the Security tab.
Least access. Payment details are tokenized where possible, so as few systems as possible handle them.

Plaid connects bank accounts. When you link a bank, you sign in with your bank through Plaid. Finli and the businesses you pay never see your online banking password. Learn more at plaid.com/security.
Payments are processed by regulated banking and card-processing partners.

Finli is not a bank. Payments are processed and settled through our banking partners.

Read our privacy policy to learn how Finli collects, uses and stores information.

If you think your account has been accessed without your permission, email us right away.

Need help? Email support@finli.com.

Updated October 22, 2026