How we protect your financial data

Your ledger is the most sensitive thing your business owns. Navigator is built on enterprise-grade security standards, full transparency about how data moves, and a simple rule: your data is yours.

Enterprise-grade security

Built on SOC 2 compliant infrastructure, meeting the standards enterprises demand â applied to businesses of every size.

Encryption everywhere â AES-256 at rest, TLS 1.3 in transit

OAuth 2.0 connections â no passwords stored, no credentials cached

Role-based access control â bookkeepers, CPAs and lenders see only what you scope

Your data stays private

Navigator's insights are computed from your ledger, for you alone. Your data is never used to train AI models.

No model training â your financials never improve anyone else's product

No data leakage â your numbers never appear in another customer's answers

Permanent deletion â close your account and it's gone from our systems within 30 days

How we secure your connection

Security is built into every step between your systems and Navigator.

Frequently asked questions

Have security questions?

Evaluating Navigator, or need documentation for your compliance team or lender? We're happy to provide detailed information.

security@cfologic.com

CFOLogic, Inc.

Privacy Policy

Version date: 17 August 2026

Questions or requests: privacy@cfologic.com

CFOLogic, Inc.

Terms of Use

Version date: 18 August 2026

Navigator is currently offered as a beta service. Features may change, be interrupted or be discontinued, and the service is provided without warranties or service-level commitments during the beta period, as detailed below.

Questions about these terms: legal@cfologic.com