- ARAna RuizTreasurerOwner
- JOJo OrtizControllerAdmin
- TBTom BeckerFP&AAnalyst
- LPLee ParkCFOViewer
You choose who sees what.
Four roles, from viewer to owner. Every sign-in asks for a second factor.
Security
What we hold, where it lives, who can see it, and how we prove it. On one page, for your security team.
Security statusUpdated October 2026How your data is handled
From the export you send to the figure on the board pack, nothing is edited, mixed or lost.
Who can see it
Every permission is granted on purpose and listed. Anything not granted is refused.
Four roles, from viewer to owner. Every sign-in asks for a second factor.
No access means a clear no, never a blank screen.
09:15Jo O. uploaded ledger_export_sep2026.csv09:02Ana R. made Tom B. an Analyst08:47Ana R. invited Lee P. as ViewerWho changed what, and when, written once and kept.
Nothing you send ever appears in a demo.
Every figure is arithmetic you can rerun.
We never trade with you or sell you a hedge.
Where it runs
Encrypted in transit and at rest, with a standby database and a nightly backup kept apart.
Your security review
The review runs alongside the pilot, not before it.