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March 18, 2025

Announcing New Compliance Features: Data Access Controls and Single Sign-On

Compliance
API
Finch
Product
Lauren Wan
Product Manager

Working with employment data comes with the responsibility of keeping sensitive information secure and maintaining compliance with strict data-handling regulations. At Finch, data security is our top priority — and a top priority of our customers.

Today, we’re excited to announce two new features that will further help Finch customers to maintain compliance and enforce strong data handling security measures: single-sign on and Data Access Controls. 

The importance of data security

As a Finch customer, you work closely with employment data every day, so you know that ensuring that data is secure is critical — both for compliance and to earn the trust of your customers. Data breaches can have devastating consequences for any business, including harsh fines from regulatory bodies and even lawsuits.

Implementing strict data-handling protocols and following data security best practices are essential. Finch’s new compliance features bolster data security by strengthening access controls and limiting your organization’s exposure to non-essential sensitive data.  

Single sign-on

Single sign-on, or SSO, is now available for the Finch Dashboard using Okta OIDC. This allows your organization to have more control over who can view and manage Finch connections, adding an additional layer of security to your customers’ sensitive data. 

You’ll now have the option to let your employees sign in with their Finch credentials or use SSO for added security. With SSO, your employees can access the Finch Dashboard using their company-managed credentials, reducing the risk of unauthorized access while streamlining the login experience. Instead of juggling multiple passwords, users authenticate through your organization's identity provider — ensuring that only approved individuals can manage customers’ employment data. 

This not only strengthens security by enforcing centralized authentication policies, such as multi-factor authentication (MFA) and role-based access, but also simplifies user management for IT teams. Finch SSO can help your organization maintain compliance with industry security standards while minimizing friction for authorized users.

To get started, sign in to our Help Center for our How to Implement Okta SSO guide. If you would like to request support for other SSO providers or auth protocols, please reach out to developers@tryfinch.com. You must be on a Scale plan to access this feature.

A product image from Finch, showing how to enable Single Sign-On, is overlayed by an Okta Single Sign-On (SSO) login interface.

Data Access Controls

You asked and we answered! You can now customize the data retrieved from Finch endpoints with Data Access Controls. 

Data Access Controls allows your organization to configure what data is returned from the Finch API, limiting your exposure to non-essential personally identifiable information (PII) and employer data. Limiting the data Finch returns to only that which your application needs can help to limit your risk exposure and strengthen compliance with privacy regulations.

When a field is selectively disabled from the API response, it will also be removed from the permissions screen in Finch Connect that employers see during authentication, creating a more transparent onboarding experience and building trust with security-conscious employers. You can learn more about the way permissions are displayed in Finch Connect in our Developer Docs.

Visual representation of company data categories, including basic company data, contact info, and address details, with banking information marked as unavailable (null).

Get started with Finch 

If you’re an existing Finch customer, visit our Help Docs to implement Okta SSO (available on our Scale plan) or our Developer Docs to disable select fields with Data Access Controls.

Not using Finch yet? Offer your customers integrations to hundreds of HRIS and payroll systems without compromising on security. To learn more about the systems we support, visit our Integrations page or explore our Developer Docs.

97% of HR professionals say it’s important for your app to integrate with their employment systems

Learn more in our State of Employment Technology report ->

97% of HR professionals say it’s important for your app to integrate with their employment systems

Download the report to learn more

Payroll Integrations Made for Retirement

Finch lets recordkeepers and TPAs integrate with the payroll systems their sponsors use to pull pay and census data and manage deductions automatically.

Learn how ->
Visualize the employment ecosystem

Thousands of applications make up the employment ecosystem, spanning uses from financial planning to employer-sponsored benefits. Get the full picture of how these applications fit together with our market map.

Download the map
Visualize the employment ecosystem

Thousands of applications make up the employment ecosystem, spanning uses from financial planning to employer-sponsored benefits. Get the full picture of how these applications fit together with our market map.

Download the map
Key Takeaways:
  • On average, 80% of participants default into their retirement plan, demonstrating that the majority of Americans aren’t actively engaged in their retirement planning — and highlighting the opportunity for recordkeepers to engage participants more directly.
  • Recent legislative changes and technological advancements represent a prime opportunity to get more individuals thinking about their financial futures and participating in the savings opportunities available to them.
  • Greater payroll connectivity provides recordkeepers with more comprehensive data, mitigating challenges introduced through file exchanges and arming recordkeepers with the up-to-date information they need to best support sponsors and participants alike.