The short version: no logins, no live connections, no access to your accounts. You send exported statements, and we delete them after delivery.
We never ask for bank logins, credentials, or live connections to your accounts. There is nothing to connect and nothing to revoke. You export statements from your bank, card provider or payment processor and send us the files.
Exported PDF or CSV statements only. You can redact account numbers before uploading: the analysis works on transactions, not on account identifiers.
Uploaded files sit in one named storage location, accessible only to the people doing your report. They are not shared, resold, or used to train anything.
Once your report is delivered, your statement files are deleted from our storage. You keep the report; we keep nothing you sent.
Ryze is operated by Rise Accounting Services FZ-LLC, a registered accounting firm. Handling client financial records under confidentiality is the ordinary course of our work.
Questions about any of this? Reply to any email from us and a person answers.