Your data stays private
Portfolio records are separated by customer and available only through controlled access.
SECURITY & DATA HANDLING
Your financial records should stay private.
OwnerSide is built around controlled access, protected evidence, secure bank connections and human review of important findings.
Bank credentials stay with your bank
Connect through Plaid when useful, or use statements and exports instead.
Documents are protected
Sensitive records are stored privately and accessed through controlled links.
Important findings get human review
AI helps with volume; material owner-facing findings are designed for accounting review.
You can request deletion
You stay in control of your OwnerSide account and associated customer data.
PRIVATE BY DESIGNYour records stay private
Portfolio evidence is separated by customer and shared only through controlled access.
YOUR DATAYou stay in control
You can request deletion of your OwnerSide account and associated customer information.
HUMAN OVERSIGHTImportant findings get reviewed
AI helps surface exceptions; material owner-facing findings are designed for accounting review.
BANK SECURITYYour bank login stays with your bank
Connect through Plaid when available, or provide statements and exports instead.
HOW WE PROTECT YOUR INFORMATION
Security controls built around your financial data.
Secure sign-in
Access to your OwnerSide account is protected through secure authentication and customer-specific access controls.
Private customer data
Your portfolio information is kept separate from other customers’ data and is only available to authorized users and approved OwnerSide workflows.
Protected document storage
Leases, invoices, bank records and other supporting documents are stored privately and accessed through controlled, time-limited links.
You control your data
You can request deletion of your OwnerSide account and associated customer data.
Your bank login stays with your bank
OwnerSide does not ask you to enter your bank username or password into our platform. Bank connections are handled through Plaid, or you can provide statements and exports instead.
Protected bank connections
Bank connection credentials are handled securely behind the scenes and are not exposed in your browser or OwnerSide reports.
Customer records stay out of our code
Customer financial records, leases, invoices, bank information and other private portfolio data are kept separate from OwnerSide’s software code and development systems.
AI with human oversight
AI helps review large volumes of financial information and identify items worth a closer look. Important findings are designed to receive human accounting review before they reach you.
Findings you can trace
OwnerSide keeps the supporting evidence behind important findings so reviewers can see where an issue came from and verify the underlying records.
Access only where needed
OwnerSide systems and integrations are designed so people and services receive only the access necessary to perform their role.
BUILT FOR SENSITIVE FINANCIAL DATA
Security is part of the workflow.
Customer evidence stays private, privileged credentials stay server-side, bank credentials stay out of OwnerSide, and important findings remain reviewable back to their source evidence.
YOU STAY IN CONTROL
Your data is yours.
Connect only the records needed for the review, use Plaid or statements for bank evidence, and request deletion of your OwnerSide data when you are done.
SECURITY QUESTION?
Ask before sending data.
Use the same short contact form for security questions or a portfolio conversation. No sensitive document is required.