Security & data handling

Your financial history enters a controlled environment.

We limit access, avoid banking credentials and handle every file for one purpose: completing and proving your conversion.

01Read-only by default

02NDA available

03Deletion on request

Practical safeguards

Protection designed around the engagement.

Security is not a badge or a vague promise. It is a sequence of deliberate choices about access, purpose, handling and retention.

We request only the backup, export or read-only access needed to scope and complete the agreed conversion.

We never need online-banking passwords, initiate payments or move money.

An NDA can be signed before files are shared. We can use yours or provide ours.

Financial records are used only to assess, convert, reconcile and support your project.

Project files are retained only for the agreed delivery and support period.

You may request deletion after the engagement and support window close.

Your file’s lifecycle

A backup, export or agreed read-only access.

Only the information required for scope and mapping.

Controlled reconstruction in the destination system.

Source and destination controls reconciled.

Completed ledger and evidence handed back.

Project files removed after the agreed window.

Shared responsibility

We protect the conversion process. You retain control of your source systems, transfer choices and final destination access.

Remove unrelated sensitive files and use the transfer method agreed with your specialist.

Keep your source system available and avoid structural changes unless coordinated.

Review the reconciliation, test critical workflows and secure the delivered credentials or backup.

Need assurance before sharing?

Describe your systems and security requirements without sending a file. A specialist will explain the safest next step.