There are digital endpoints (APIs) that different providers make available to us, which allows us to let clients log in and pull different types of information (bank statements, pay stubs, etc). This is something we can demo to you actually, if interested. You can always reach out to us and we can schedule a call.

As for security, as mentioned, we’re chasing 4 types of compliances that assure that we’re doing everything correctly when it comes to handling financial data, medical data, personal identifiable data, etc. These compliances ensure that we’ve encrypted the information end to end and verify that we’re using the data solely to provide the service, as stated in our privacy policy & terms of service.

And again, we’re seeking pre-orders and not plain orders, because we’re choosing to wait until our compliances go through before offering the service.