How Truence connects to your systems.
Bank connectivity is provided by Plaid, which you authorise with your bank. Data flows one way — into Truence, where it is reconciled. This page describes that boundary plainly and tells you how to request written documentation for a security review.
- Bank connectivity is provided by Plaid; you authorise it with your bank.
- Data flows one way: into Truence for reconciliation.
- No entries are written back to a store, ledger or bank.
- Written security documentation is available on request.
Connecting financial accounts deserves a straight answer
Founders evaluating a financial tool usually want three things answered before anything is connected: what is read, which direction the data moves, and what can be put in writing for a security review.
We won't claim certifications we haven't earned
Truence describes the connection boundary rather than asserting certifications it has not published. Where you need controls, sub-processors, retention, or deletion terms in writing for a review, request them and they will be provided directly.
Plaid provides the bank connection
Truence uses Plaid-powered connectivity to connect authorised bank accounts and reconcile platform activity against bank transactions. You complete the authorisation with your bank through Plaid.
- You choose which accounts to authorise
- The authorisation is completed with your bank through Plaid
- Plaid's own terms govern the connection it provides
Data moves into Truence, not back out
Truence reads the records your systems already produce and reconciles them. It does not post entries into a store, an accounting ledger, or a bank account.
- Store, advertising, processor and bank records are read
- Reconciled output stays inside Truence until you export it
- Nothing is written back into a connected system
What we will put in writing
For a security review, request the current written documentation covering data handling, retention, sub-processors, and deletion. Anything not yet published is stated as such rather than implied.
- Request documentation at Sales@truence.com
- Ask for the specific artefacts your review requires
- Terms of use and the privacy policy are published on this site
Disconnecting and deletion
You can disconnect an authorised account, and you can ask what happens to the data associated with it. Contact Support@truence.com and the current retention and deletion terms will be confirmed in writing.
- Disconnect an account you no longer want connected
- Ask for retention and deletion terms in writing
- Support@truence.com handles account-level requests
Before you connect anything
Read the boundary
Confirm what is read and which direction the data flows.
Request documentation
Email Sales@truence.com for the written material your review needs.
Authorise selectively
Connect only the accounts you want reconciled.
Keep control
Disconnect an account or ask about deletion at any time.
Reviewing Truence before you connect?
Email Sales@truence.com and ask for the documentation your security review needs.
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