Can Tally move or touch my money?
No. Tally connects via Plaid with read-only access. It can see transactions, never touch funds.
Does Tally store my bank login?
Never. Your credentials go directly to your bank through Plaid — Tally never sees your username or password.
Who can see my transactions?
Your data is only used to answer your questions — never sold or used for advertising. Messages are delivered via Sendblue, which is SOC 2 Type 2 and HIPAA compliant.
What is Plaid?
Plaid is the bank connectivity layer used by Venmo, Robinhood, and 8,000+ other apps. It's the industry standard for secure, read-only bank access.
Can I disconnect my accounts?
Yes, at any time. You can revoke access directly through your bank.