Frequently Asked Questions – Help Center

How is my data kept private?

Your data security is our top priority. We've built Verified Metrics with enterprise-grade protections to ensure your financial data is always safe.

SOC 2 Certified We are SOC 2 Type II certified, which means independent auditors have verified our security controls meet the highest industry standards for security, availability, and confidentiality.

Data Encryption All sensitive information is encrypted in transit and at rest, ensuring your due diligence data remains protected at all times.

Continuous Monitoring Our systems are under 24/7 surveillance to detect and mitigate threats in real time. We maintain automated threat detection and immediate response protocols to protect your data around the clock.

For more details, please see Security

What data will my investor have access to?

When you connect accounting software (like QuickBooks or Xero), your investor can access:

Transaction-level/journal data

Customer and vendor information

Chart of accounts

When you connect banking data sources, your investor can access each account’s:

Account Details:

Bank name (e.g., Chase, Wells Fargo)

Account type (Checking, Savings, Credit Card, CD)

Last 4 digits of account number (e.g., ****1234)

Balance Information:

Available Balance - Funds available to withdraw or spend right now (net of pending transactions)

Current Balance - Total balance of cleared transactions (Not including pending transactions)

Currency - The default currency of the bank account and its balance(s)

When you upload files, your investor can access and download those specific files.

Can I specify what data my investor can access from my connected accounting data sources?

No, accounting software connections are all-or-nothing - when you connect, your investor gets access to all financial data from that source for the purpose of data completeness. Excluding specific data, transactions, accounts, will often lead to incomplete financial/account data that does balance and will raise red flags.

What happens when I disconnect an accounting data source?

When you disconnect:

Data stops syncing immediately

Historical data your investor already received remains accessible to them

You can reconnect the same source later if needed

How can I share data from multiple accounting software?

You can connect multiple accounting data sources. This is common when you have:

Multiple business entities

Different accounting systems for different divisions

Historical data in one system and current data in another,

Especially if they are managed by separate Xero/QuickBooks accounts.

Each connected accounting entity can be managed separately on your “Data Sources” page.

What should we do if the colleague who previously shared data with Verified Metrics has left?

The data source connections should remain active even if the original person who set it up is inactive. However, if the need to reconnect data sources arises, you can:

Log into your colleague’s Verified Metrics account if you have access to the credentials as part of an off-boarding process to reconnect the data source(s), or

If you do not have access to their Verified Metrics account, you or someone else with an active Verified Metrics account can connect the data source by adding it as a new data sources on your “Data Sources” page

If you're having trouble with reconnecting data sources, contact support@verifiedmetrics.com

I don't have the data source, how can I invite my colleague to share?

If you don't have access to accounting software, bank account credentials, or files that need to be uploaded, you can invite a colleague with access/credentials to join your organization on Verified Metrics.

To learn how to invite others to your organization, please see Inviting others to your organization

Can I remove a member of my organization?

While our platform does not allow you to delete or remove members of your organization, you can reach out to our support team via email to assist you in with this matter - support@verifiedmetrics.com

How do I get additional support?

Contact Support

Email: support@verifiedmetrics.com

Response times:

We aim to respond within 24 hours on business days. Urgent issues may receive faster response. However, complex technical issues may take longer to resolve.

What to Include in Your Request

Help us help you faster by including:

Your account email

Description of the issue

Screenshots (if applicable)

What you've already tried

Any error messages you received

Feature Requests & Feedback

Have ideas for new features or improvements?

Email support@verifiedmetrics.com with "Feature Request" in subject and describe the feature and how it would help you. We review all requests for product roadmap planning and appreciate any and all feedback from our users.