Read-only connections
Accounts are linked through permissioned flows. UniFied AI can read balances and transactions, but it cannot move money.
Security
Security
UniFied AI is built for trust. Security and privacy are foundational product requirements.
Encryption standards
Data is protected in transit and at rest with modern, audited controls.
Transparent privacy
Settings now generates a server-backed workspace export and accepts a self-serve deletion request that disables live syncing while the request is under review.
Current launch controls
Linked institutions
Connected accounts and institution access are reviewed inside the authenticated Accounts workspace.
Workspace export
Settings now creates a backend-generated export job with download and status tracking for your full workspace data.
Deletion handling
Deletion requests are submitted in Settings, disable live syncing immediately, and enter manual review within 7 days.
Educational suggestions, not financial, legal, tax, or investment advice.