Security

How we protect your close data and respect your privacy.

Row-level security

Every workspace is isolated at the database level. Row-level security policies prevent any cross-tenant reads or writes, even through the API or MCP tools.

Segregation of duties

Self-approval is blocked by a database trigger when segregation is enabled. The LLM and MCP tools cannot bypass this rule. Reviewer approval is always a human action.

No tracking

We do not use analytics, tracking pixels, or advertising cookies. No cookie banner is needed because we do not track you.

Data storage

Your data is stored in a Supabase Postgres database hosted in the EU. File attachments are stored in private, workspace-scoped storage buckets. We never send your workspace content to an external AI model without explicit opt-in.

Hosting

The application is hosted on Bolt/Netlify infrastructure. The database is powered by Bolt Database (Supabase). Transactional email is sent via SendGrid.

Email

Transactional emails (reminders, invitations, digests) are sent through SendGrid. Each email is recorded in an outbox with an idempotency key, so a retried job never sends twice.

Responsible disclosure

Found a security issue? Please email us at team@thefinancelead.com. We respond within 48 hours.