Security at Basis
Your financial data is sensitive — and sharing bank credentials shouldn't be a requirement to track your expenses. With Basis, you can upload statements directly and stay in full control. We built security into every layer, whether you choose to upload documents or optionally connect your bank.
Built on SOC 2-certified infrastructureNo Bank Login Required
You don't need to connect your bank to use Basis. Upload your bank or credit card statements as PDFs and we'll extract your transactions automatically. You stay in full control — no credentials shared, no third-party access to your accounts. Bank linking is available as an optional convenience, never a requirement.
Data Minimization
We only store the last four digits of account numbers — never full numbers, even if they appear on uploaded statements. We collect the minimum data necessary to provide expense tracking and reporting services.
Bank Connections
Bank credentials are handled entirely by Teller, a certified and trusted bank data provider. Your login credentials never touch our servers. Basis has read-only access only — we can never move money or modify your accounts.
Encryption
All data is encrypted in transit using TLS and encrypted at rest. Your financial information is protected at every stage — whether it's being transmitted to our servers or stored in our database.
Authentication
Your password is never stored directly by Basis. Authentication is handled by a certified provider that uses industry-standard hashing and security practices. We support secure session management to keep your account protected.
Infrastructure
Basis is hosted on SOC 2-certified cloud infrastructure. Our hosting providers undergo regular independent audits to verify their security controls meet rigorous industry standards.
Your Rights
You can export your data at any time in standard formats (CSV, PDF). If you'd like your account and all associated data deleted, contact us and we'll process your request promptly. Your data belongs to you.
Questions about security?
If you have questions about how we protect your data, contact us at security@getbasis.io. You can also review our Privacy Policy for details on how we collect and use your information.