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
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Read and sync account information needed to match incoming bank payments to orders (for example, amounts, dates, and payment references/notes).
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Keep your data up to date so payment matching stays accurate as new transactions arrive.
What Cleero cannot do
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Initiate bank transfers or send money.
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Request payments from your bank account.
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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.
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Encryption: Data is protected where appropriate through encryption (for example, during transmission and/or at rest).
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Data minimization: We only store what is necessary to operate Cleero’s features.
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No bank login credentials: Cleero does not require or store your online banking username/password as part of the bank connection process.
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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.
