Security & Privacy
Kleer Ledger is built on a foundation of compliance, privacy, and data integrity.
Your bank's records remain unchanged
Custom titles are for personal reference only. The bank's original description remains the official record for statements, audits, and compliance.
Labels stored separately
Personal transaction titles are stored independently from official bank data and never modify the underlying transaction record.
Role-based admin controls
Organizations using Kleer Ledger for their customers benefit from role-based access control for admins and members.
Audit-friendly logging
Optional audit logging tracks changes to transaction labels, providing a clear trail for compliance and review.
Plaid-powered bank connections
Bank accounts are linked via Plaid, a trusted financial data provider used by thousands of apps worldwide. Your credentials are never stored by Kleer Ledger.
Compliance Statement
Custom titles are for personal reference only. Kleer Ledger does not change how transactions are recorded, processed, settled, or displayed by your bank. The bank's original description remains the official record for statements, audits, and compliance. Kleer Ledger is not a financial institution and does not hold, move, or manage your funds.