Security & Privacy

Concrete controls, privacy-minded handling, and a narrower account model by design.

Financial data deserves specific language. GrapeFinance focuses on controlled access, careful statement handling, and product choices that reduce unnecessary exposure rather than collecting more by default.

Access and account control

Security starts with the account structure.

Single-user account structure keeps ownership and access boundaries clear.
2FA support helps strengthen sign-in beyond just a password.
Password reset flows are part of the public trust story, not hidden infrastructure details.
Controlled AI access means assistant usage is tied to the signed-in account and plan limits.

Statements

Statement passwords are not stored

If a statement PDF is password-protected, the password is used only to help process that document. It is not kept as a stored credential.

POPIA-minded

Data minimisation matters

The direction is to collect and retain only what is necessary to deliver the product, with care around purpose limitation, safeguards, and user control.

What this means in practice

Clear trust language beats vague reassurance.

Here is what happens with uploaded files, stored records, and the boundaries around product access.

Handling

Uploads are handled for processing, not for unnecessary retention

Raw statements are kept only as long as needed for the product workflow.

Control

Reviewed records stay editable

Users can correct reviewed transactions instead of being locked into automated output they cannot fix.

AI boundaries

Assistant access is deliberate

AI usage is controlled through the product and plan limits rather than exposed loosely or implied to be open-ended.

Scope

Tax readiness is not tax filing

GrapeFinance supports preparation and organization. It is not presented as SARS filing software, personal financial advice, or professional tax advice.

If you need advice tailored to your personal financial situation, please contact us. We can help point you toward a personal financial advisor rather than presenting the app itself as that service.

Trust the direction?

Join early access or ask us directly.

See the product, join the waitlist, or contact us if you want clarity on privacy, storage, and product boundaries.

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