Bank access & security
Read-only bank access (no transfers)
When you connect a bank account in Cleero, the connection is set up as read-only. This means Cleero can view and sync the information it needs, but it can’t move money.
What Cleero can do
Read and sync account information needed to match incoming bank payments to orders (for example, amounts, dates, and payment references/notes).
Keep your data up to date so payment matching stays accurate as new transactions arrive.
What Cleero cannot do
Initiate bank transfers or send money.
Request payments from your bank account.
Make changes to your bank account (such as editing account settings or beneficiaries).
Cleero’s bank connection is designed for payment matching: it helps you match incoming payments to orders—without giving Cleero the ability to execute payments.
Encryption & storage (what we keep)
Cleero is built to minimize the sensitive data it stores. We only keep what’s necessary to provide the product features.
Encryption: Data is protected where appropriate through encryption (for example, during transmission and/or at rest).
Data minimization: We only store what is necessary to operate Cleero’s features.
No bank login credentials: Cleero does not require or store your online banking username/password as part of the bank connection process.
No unencrypted bank data: We avoid storing unencrypted bank data.
Privacy policy / data processing
For complete information about data processing and your rights, please read our privacy policy.