Data protection
- Encryption in transit over TLS for every request
- Encrypted storage for financial records
- Each company’s records isolated to its own workspace
- No sale or sharing of customer financial data
Security & Reliability
Financial data handled with the care it demands.
DueWise treats security as part of the product: who can see a record, what changed, and which systems are connected are always clear.
Access controls
- Passwordless sign-in with one-time email codes
- Five roles: Owner, Admin, Finance Manager, Analyst, Viewer
- Permissions enforced on the server, not just in the interface
- Role and access-management controls are being tested
Auditability
- Account and financial records carry creation and update dates
- Review workflows are being designed for clear ownership
- Activity-history exports are in development
- AI-assisted guidance is labelled and kept separate from source records
Integration readiness
- No third-party financial connection is presented as active by default
- Credentials will be held server-side rather than in the browser
- Connection states will distinguish available, connected and needs setup
- Statement-import workflows are in development
Reliability
Dependable by design.
Managed infrastructure
Hosted on managed cloud infrastructure with controlled access to workspace data.
Session security
Sessions expire and refresh securely; signing out ends access on that device.
Change discipline
Release checks are being established for updates to customer workspaces.
Have a security review to complete?
Our team will answer your questionnaire and walk through how DueWise handles your data.