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Security and trust

Your financial data, protected like it should be

Tryizzy holds your bank data and tax IDs, so safety comes first, not last. Here is exactly how we protect it, explained in plain English.

A locked vault holding financial documents, surrounded by shields and keys

Three locks, one after another

In transit

TLS 1.3 + HSTS

At rest

AES-256 volumes

App layer

Tokens + tax IDs re-encrypted

Every row scoped to one business and enforced by Postgres row-level security, so tenants can never read each other.

The short version

Six promises, in plain English

You do not need to be technical to know your books are safe. Here is what each protection means for you.

Nobody can read your data on its way to us.

Encrypted in transit

Nobody can read your data on its way to us.

Every connection runs over TLS 1.3, the same encryption your bank uses. Older, weaker protocols are turned off entirely, so the link is always private.

Your data is locked even while it sits still.

Encrypted at rest

Your data is locked even while it sits still.

Everything we store (databases, backups, and the documents you upload) is encrypted with AES-256. A stolen drive would be unreadable.

Bank tokens and tax IDs get encrypted twice.

A second lock on the sensitive stuff

Bank tokens and tax IDs get encrypted twice.

Your most sensitive fields are encrypted again inside the app, on top of the database encryption. Even someone with database access cannot read them.

One business can never see another's books.

Your data is walled off

One business can never see another's books.

Every record is fenced to a single business by row-level security. The database itself blocks any query from crossing into someone else's data.

We never touch your bank username or password.

We never see your bank login

We never touch your bank username or password.

Bank connections go through Plaid, the same service used by major finance apps. You enter your login with Plaid, never with us. We only receive read only transaction data.

Our team can only reach what the job needs.

Tight, logged internal access

Our team can only reach what the job needs.

Access to production is limited, granted only when required, and recorded. Sensitive actions land in an audit trail that cannot be edited or erased.

How isolation works

Your data is fenced off, and every action is logged

Two of the controls that matter most, drawn out plainly: tenant isolation and the audit trail.

A single business kept inside its own glass walled vault, its records logged as they happen

One database, walled per business

Acme LLC
RLS scoped
Northwind Co
RLS scoped
Your business
RLS scoped

A query for your data physically cannot return another business's rows. The policy lives in the database, not just the application.

An audit trail you can read

  1. AI Categorized 42 transactions

    09:14
  2. You Approved monthly close

    09:31
  3. System Exported P&L (PDF)

    09:33

Sensitive actions are recorded to an append-only log. Entries cannot be edited or deleted after the fact.

Plain transparency

What we store, and what we do not

No hand waving. Here is the data that lives in your account, and the data that never touches our servers.

What we store

  • Transaction data from connected accounts (read only)
  • Categorizations, ledger entries, and the financial statements we generate
  • Documents you upload, such as receipts and statements
  • Account and contact details needed to run your service and file returns
  • Tax records, retained for 7 years as required by the IRS

What we do not store

  • Your bank username or password (handled entirely by Plaid)
  • Full card numbers (payment is processed by our PCI compliant provider)
  • Plaintext tax IDs or bank tokens (these are encrypted at the app layer)
  • Any data you have asked us to delete, beyond the legal retention window
Compliance

Where we are, and where we are headed

A certified security seal resting on a pedestalIn progress

SOC 2 roadmap

We are building toward SOC 2 Type II. Our controls are designed against the Trust Services Criteria from day one.

A person holding a key beside their own portable data folder

GDPR and CCPA

You can access, export, and request deletion of your data. We honor data subject requests under both GDPR and CCPA.

A clock beside a document gradually dissolving away

Retention and deletion

We delete your data within 30 days of a verified request, except tax records the IRS requires us to keep for 7 years.

Set up in minutes

Security you can actually verify

Connect a bank and watch the first month categorize itself. One flat plan, no setup fees, no annual contract.

Bank grade encryption. No credit card to start.