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Security & compliance

When building a financial data tool yourself, how do you ensure data privacy and security are handled properly?

38:59From the June 25 call · Cash's AI-Built Real Estate Accounting Platform Demo

The presenter said they no longer do the engineering themselves, focusing instead on the real-estate-specific logic (amortization tables, loans, splits, etc.), while a group of long-time contractors with software/data backgrounds handles engineering, brought on specifically when they decided to commercialize the tool. They have real testing in place. Security is built around Supabase and RLS (row-level security). The system is read-only — it doesn't originate any transfers, and users cannot send or receive money through it. They described this as 'choice editing': deliberately removing possibilities for risky actions rather than just relying on permissions, and noted they are currently working on additional data privacy measures.

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When building a financial data tool yourself, how do you ensure data privacy and security are handled properly? · The AI Lab for Accountants