Security
Built for firms that take data seriously.
Finance workflows demand more than speed. Here is how Xerofy handles your data from upload to export.
Encrypted in transit
All uploads travel over TLS. Your statements never leave a protected channel.
Controlled retention
Files are retained only as long as your plan allows. You control what stays and what goes.
Audit-ready workflow
Every extraction passes through a review layer before export. Nothing ships without your sign-off.
Data handling
Uploaded statement PDFs are transmitted over encrypted connections (TLS). Processing occurs in secure, isolated environments. Files are retained according to your plan settings and can be removed when no longer needed.
Privacy-first architecture
Xerofy is designed for finance workflows where data sensitivity is paramount. We do not use customer documents to train general-purpose models. Your statements stay within your workflow — extracted, reviewed, and exported on your terms.
Questions?
For security inquiries or compliance documentation requests, contact our team.