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February 9, 2022

Finch achieves SOC 2 Type 2 compliance

Finch is proud to announce that we are SOC 2 Type 2 compliant and have released a security whitepaper detailing how we are keeping our customers’ data secure.

According to the AICPA (American Institute of CPAs), which sets the standards for data security and compliance, a SOC 2 report provides “detailed information and assurance” around factors related to user data, confidentiality, and privacy.

Finch has received a SOC 2 Type 2 report, which represents the most in-depth certification available. A Type 2 report involves collecting data over many months to confirm that a service organization is following proper procedures.

Security is paramount at Finch given that we provide access to confidential employee data, including Social Security numbers, addresses, birth dates, and bank account information.

Finch’s industry-leading tools employ various measures to safeguard sensitive data:

  • We’re permission-based, meaning Finch puts employers in control and allows them to grant application access to specific employment records.
  • We take data privacy seriously and do not share data with any unauthorized third parties.
  • We grant full transparency to employers through Finch Connect.

With Finch, employers can be confident about how their employees’ data is being shared—and how it’s being protected. We’re committed to staying at the forefront of security, from additional certifications to tokenization and other cutting-edge practices.


To learn more about our comprehensive, multi-layer approach to security, please read our Security Whitepaper or contact us today.

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.