Your Data Stays Yours
We build a reporting and intelligence layer on top of the tools you already trust — not a new place your business lives. Here is exactly how we handle access and data.
You Own It
Build & Transfer means the code, the accounts, and the data are yours. At handoff you can rotate every credential — we keep nothing you can’t revoke.
Your Systems Stay the Source of Truth
Your CRM, field-service software, and accounting stay authoritative. The dashboard reads and organizes that data — it does not become a second copy of your business.
Permissioned Connections Only
We connect through each platform’s standard, permissioned integrations — the same OAuth and API access you already control, and can revoke at any time.
Least-Privilege Access
Every connection is scoped to exactly what the dashboard needs to function. We don’t ask for access we don’t use.
Credentials Handled Carefully
We never store credentials in plain text. Where a platform supports it, auth stays inside that platform’s own system rather than being copied out.
NDA on Request
We’re happy to sign a mutual NDA before discovery. If you have specific compliance requirements, tell us early and we’ll scope around them.
Being straight with you: we are a small, owner-operated firm, not a certified enterprise security vendor. We follow the sensible practices above on every build. If your business carries formal compliance obligations (for example HIPAA-adjacent data or a specific insurer requirement), tell us during discovery so we can confirm whether we’re the right fit before you commit — rather than promising something we can’t back up.
Have a data or security question?
Bring it to a fit call. We'd rather answer it honestly up front than surprise you later.
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