Security
Connect your bank without sharing your password.
You sign in at your own bank and give consent there. FinBaze can then read your transactions but can't make payments, and it never sees your login details.
In your own banking app
You sign in at your bank, not on FinBaze.
- Read account information · Yes
- Make payments · No
- Valid for · 90 days
Allow
Access and audit log
Every change can be traced, including the AI's
Everyone in your books gets a role with its own permissions. And everything that changes is in the audit log: who, what and when.
- Roles for owner, admin, member, viewer and purchase approver
- Your accountant works with their own practice role, not your login
- Including changes made by the AI and connected assistants
Audit log · today
- FinBaze AI · Posting suggested · Shell receipt · 09:12
- Sarah (owner) · Approved · Shell receipt · 09:30
- Claude via FinBaze · Draft invoice created · INV-2026-143 · 11:04
- Mark (accountant) · VAT return Q3 submitted · 16:20
ChatGPT, Claude and Cursor
An assistant gets your permissions, never more
When you connect ChatGPT, Claude or Cursor to FinBaze, you sign in to FinBaze and approve exactly that connection. Your password is never shared.
Sign in
You sign in on FinBaze's own page, not in the chat. The assistant receives a key, not your password.
Permissions
For each connection you see what it may do, such as reading your dashboard or drafting invoices.
One company
Every action applies to one company, and never goes beyond what your own user may do.
Revoke
You can disconnect an assistant at any time.
Connect Claude to FinBaze
Harbour Coffee Ltd
Allow
Where your data lives
In the EU, encrypted and backed up
Here's how it works, exactly as set out in our privacy policy and data processing agreement.
Hosted in France
Your books are stored with our hosting partner in France, inside the European Union.
Encrypted
Data is encrypted in transit and at rest.
Backups
We back up for recovery and keep backups for up to three years, with restricted access.
Sign in with a passkey
Sign in with your fingerprint or face instead of just a password.
Questions about security
Security questionnaire? Email usConnect your bank and see for yourself
More than €10M has been billed through FinBaze, with around 5,000 banks to connect. Try it free for 14 days: you sign in at your own bank and stay in charge of what FinBaze and your assistants may do. Then from £35 a month + VAT.