Finpliq Trust Centre
Trust, security and governance for UK accounting records.
Finpliq handles sensitive bookkeeping, payroll, CIS, VAT and filing workflow data. This Trust Centre explains the public governance position.
Truthful assurance position
Finpliq does not claim HMRC approval, external security certification, customer numbers or production Open Banking unless formally implemented and evidenced.
Security
Access controls, MFA guidance, encryption, logging, monitoring and vulnerability handling.
Privacy and data protection
Privacy, cookies, data processing, retention and customer data rights.
Compliance
HMRC workflow policy, filing evidence, approval controls and import governance.
Responsible AI
Smart Bookkeeper is assistive: suggestions, explanations and reviewable workflows only.
Policies
Plain-English policy pages grouped by security, privacy, infrastructure, engineering, compliance and legal.
Downloads
Public policy copies in one place for customer and accountant review.
Policy library
Governance policies users can actually open and filter
Choose a category below to jump into the matching public policies. Detailed operational evidence is handled through controlled review channels, not public downloads.
Security
Information Security Policy
How Finpliq protects business, bookkeeping, payroll and tax records using secure access, encryption, logging and operational controls.
Security
Secure Software Development Policy
How Finpliq should be developed, reviewed, tested and released without weakening authentication, authorisation, tenant isolation or filing workflows.
Security
Access Control Policy
How Finpliq controls access to user accounts, businesses, admin areas and sensitive filing functions.
Privacy
Privacy Policy
How Finpliq processes account, business, bookkeeping, payroll, tax, support and website data.
Privacy
Cookie Policy
How Finpliq uses essential cookies and any configured analytics or marketing cookies.
Privacy
Data Processing Agreement
Controller/processor terms for businesses using Finpliq to manage records containing personal data.
Privacy
Data Retention Policy
How Finpliq retains and deletes business, accounting, tax, support and security records.
Infrastructure
Backup & Disaster Recovery Policy
How Finpliq plans for service continuity, recovery and data restoration.
Controlled assurance review
Public visitors can review policies, terms, privacy information and responsible disclosure guidance. Detailed operational evidence is not published on customer-facing pages and should only be shared through controlled due-diligence, admin or audit workflows.
Review public policiesContact
For trust, security or due-diligence questions, contact the Finpliq team. Do not send secrets, passwords, MFA recovery codes or full HMRC credentials by email.