Security you can trust
Your financial data deserves the highest level of protection. Summit Spend is built with security at every layer — from encryption and access controls to audit logging and compliance.
Encryption at Rest & In Transit
All data is encrypted using AES-256 at rest and TLS 1.3 in transit. Database connections use SSL/TLS encryption. Receipt images and attachments are stored in encrypted cloud storage.
Bank-Grade Financial Security
Bank connections are handled by Plaid, which maintains SOC 2 Type II compliance and uses bank-level encryption. Your bank credentials are never stored by Summit Spend — they're held exclusively by Plaid.
Role-Based Access Control
Granular RBAC with three built-in roles (Admin, Manager, Member) and support for custom roles with fine-grained permissions. Administrators control exactly who can view, edit, approve, and export data.
Audit Logging
Every action is tracked in a comprehensive audit log — who did what, when, and from where. Audit logs are immutable, searchable, and exportable for compliance reviews.
Infrastructure Security
Hosted on Vercel (SOC 2 compliant) with Supabase (SOC 2 Type II) for database and authentication. All infrastructure runs in isolated environments with automatic security patches.
Secure Integrations
Sage Intacct integration uses OAuth 2.0 with scoped permissions. Plaid connections use OAuth-based bank linking. No credentials are stored in our database.
Security practices
Multi-Factor Authentication
Support for MFA on all accounts via Supabase Auth
Session Management
Automatic session expiration and refresh token rotation
Row-Level Security
Database-level tenant isolation ensures organizations can never access each other's data
Input Validation
Server-side validation with Zod schemas on all inputs to prevent injection attacks
Dependency Scanning
Automated vulnerability scanning of all third-party packages
Secure Defaults
New accounts default to the most restrictive permission set
Data residency & compliance
Data hosted in US regions with SOC 2 compliant infrastructure
Financial record retention for regulatory compliance
Data export window after account termination
Questions about security?
Our team is happy to discuss our security practices in detail.