Our commitment to protecting your data and maintaining system resilience
Effective Date: March 19, 2026
Balanzify is committed to protecting the confidentiality, integrity, and availability of customer data across our accounting, payroll, and financial management platform. We recognize that our customers rely on Balanzify to handle sensitive financial, payroll, employee, and operational information, and we take that responsibility seriously.
Our security program is designed to support secure product development, controlled access to sensitive systems and data, strong operational safeguards, and ongoing risk management across our platform and supporting infrastructure.
Balanzify follows a practical, risk-based security model focused on protecting customer data, maintaining system resilience, and reducing security exposure across the software lifecycle. Our approach includes administrative, technical, and operational safeguards intended to support secure service delivery and ongoing improvement.
Our security priorities include:
Balanzify is designed with security controls intended to help safeguard platform operations and customer information. Our security measures include, where applicable:
Access to production systems and sensitive operational data is limited to authorized personnel with legitimate business requirements and appropriate permissions.
Balanzify maintains internal development and maintenance practices intended to reduce software risk and improve overall platform security. Security considerations are incorporated into product development, deployment, and operational review workflows.
Our vulnerability management practices include:
We continuously review and improve these processes as our product, infrastructure, and integrations expand.
Balanzify monitors software components and supporting technologies for lifecycle and support status, including end-of-life and end-of-support conditions. This includes relevant application dependencies, frameworks, infrastructure components, and other technologies used to support service delivery.
When a component is identified as nearing or reaching end-of-life status, we evaluate appropriate remediation actions, which may include:
This process is part of our broader development and vulnerability management practice and is intended to reduce security and operational risk associated with unsupported software.
Balanzify applies access management principles intended to ensure that data and systems are available only to appropriately authorized users. Our internal access control practices include:
Sensitive information is handled under controlled access conditions and is not made broadly available internally.
Balanzify processes data needed to provide accounting, payroll, reconciliation, reporting, and related operational services. We implement safeguards intended to protect sensitive customer and financial data throughout its lifecycle.
These safeguards include:
For more information about how we collect, use, retain, and delete information, please review our Privacy Policy and if needed, our Data Retention and Deletion Policy.
Balanzify uses system monitoring, event logging, and operational review processes to help identify service issues, abnormal activity, and security-relevant events. These practices support:
Logs and audit trails are retained in accordance with internal operational requirements and applicable policy standards.
Balanzify may rely on trusted third-party service providers and infrastructure partners to deliver specific features and supporting services. These may include cloud infrastructure, payment-related services, communications tooling, and financial data integrations.
For connected financial account experiences, Balanzify may integrate with authorized third-party providers such as Plaid. When customers choose to connect financial accounts through such providers:
Customers using such integrations are also subject to the applicable provider's policies and terms.
Balanzify maintains internal processes to review, manage, and respond to operational and security-related issues as appropriate to the nature and severity of the event. Our response approach may include:
We continue to refine our response capabilities as our platform and customer base grow.
Balanzify retains data only as long as necessary to operate the service, meet legal and financial recordkeeping requirements, support audits and dispute resolution, and maintain platform security and operational integrity.
When data is no longer required, we apply deletion or anonymization processes in accordance with our internal retention standards and applicable legal or compliance obligations.
For detailed information, please review our Data Retention and Deletion Policy.
Security is an ongoing process. Balanzify continuously evaluates and improves its security, operational, and governance practices as our platform, infrastructure, and customer requirements evolve.
This includes review and refinement of:
If you believe you have discovered a security issue related to Balanzify, we encourage responsible disclosure. Please report security concerns to:
Email: security@balanzify.com
Please include sufficient detail to help us review and investigate the issue.
For security questionnaires, trust inquiries, or general security-related questions:
Security: security@balanzify.com
Support: support@balanzify.com
Website: https://www.balanzify.com