Security, built into the foundation.

Helm CFO reads your most sensitive financial data, so we built security in from the first line of code. SOC 2 control principles shape how every number is ingested, stored, and retained.

Read the privacy policy

How your data stays safe.

Read-only, always

We connect through read-only OAuth. Helm can't move money, edit your books, or touch your login credentials.

Encrypted and isolated

AES-256 at rest, TLS 1.3 in transit, and your own per-tenant namespace. No shared tables.

Your data, your control

Disconnect any integration from your dashboard and we delete its access tokens immediately and stop retrieving data. Close your account or request deletion and your data is purged within 30 days.

Every number is traceable

Every metric ties back to the transaction or ledger entry it came from. Nothing is a black box, and the trail is there when your auditors or investors ask.