Securely Sharing your Fintable

Security ∙

Fintable has no way access to your bank credentials or your money. Bank credentials are securely handled by data providers like Plaid and SaltEdge. However, we do have access to your transactions and bank balances, which are covered by our Security and Privacy Policy.

That said, there are a few ways you can ensure your data remains private within Airtable even if you do need to share the data.

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Trusted with over $150+ million in assets under management. Fintable clients include private investors, large funds, and accounting firms.

Allocations & Lenderwize are official Enterprise partners of Fintable.