We do not store bank passwords
You upload financial files directly. Purely does not need your bank login or password to import them.
Security Center
Trust controls for your financial workspace
Purely helps you prepare records for accountant review. Learn how statement imports, exports, account sessions and deletion controls work.
You can remove sources
Delete a source to remove its accounts and transactions from your workspace.
You can export or delete your data
Privacy settings include JSON export, workspace deletion, account deletion and session revocation.
CSV uploads stay under your control
Uploaded files become import batches. Privacy settings let you review import history and undo a batch.
Sensitive data is not sold
Purely does not sell sensitive financial data. Account, source and transaction data is used only to provide imports, categorization, analytics, Month Close, reports, exports and subscriptions.
Use privacy settings to download your workspace records and manage your data.
Contact security
For account support, privacy requests or a suspected security issue, contact: