Security
Your records deserve careful handling.
Financial Fern is designed to collect only the records you choose to provide and limit access to the people and services needed to process them.
You choose what to share
Financial Fern does not connect directly to your bank today. You upload the statements and receipts you want Fern to review.
Your account protects your workspace
Your records are associated with your signed-in business workspace and are not intended to be available to other customers.
Files are not public
Uploaded files are stored privately and accessed through signed-in Financial Fern features.
Fern uses selected service providers
Financial Fern relies on trusted hosting, storage, email and AI providers to operate the service. Details are available in the Privacy Policy.
AI suggestions remain suggestions
Fern does not make final bookkeeping decisions without your action.
Questions or concerns?
For security questions, contact fern@financialfern.com.