Fintable has no way access to your bank credentials or your money. Bank credentials are securely handled by data providers like Plaid and Finicity. However, we do have access to your transactions and bank balances, which are covered by our Security and Privacy Policy.

Here are a few tips for working with shared Airtables containing financial data.

Avoid sharing

The first rule is to ensure that your Airtable base is not shared with anyone. If the Fintable app is installed on an Airtable base, anyone who has access to the base could gain access to your Airtable API key, which gives access to ALL your Airtable bases, and also your Fintable acccount.

If you need to share your Fintable, but still want to restrict the ability to access all your Airtable bases, consider the next step.

Create a Fintable-specific Airtable account

For greater security in shared bases, consider creating a dedicated Airtable account which only has access to your Fintable. That account could have Editor-only permissions and have access to ONLY the Airtable bases which are relevant. That way, if the API key was compromised, your other bases would not be.

Learn about Airtable permissions here.


Use this special account's API key when connecting your Airtable base to Fintable.

Sub-Accounts

For greater flexibility in shared data scenarios, Fintable offers managed Sub-Account features which allow you to securely collect financial data from different clients or family members and sync it to your Airtable base. This is useful in lending or credit-check use-cases, where clients share their bank data so you can make lending decisions, for example.
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