Bank access
Bank connections use Geldee’s account-information integration. You authorize through the bank’s own flow; Geldee does not receive your bank login. The implemented connection reads balances and transactions and cannot initiate payments.AI access
Only an admitted owner acting in their own workspace can grant a connection. The server checks current permissions, account selection, expiry and revocation. Credentials do not grant access to another person’s workspace. Read access cannot edit financial records. Proposals and direct editing use separate permissions and controls. Even direct editing cannot move money or operate a bank account.Protect your connection
- Complete authorization on Geldee’s browser consent page.
- Use the smallest useful permissions and account selection.
- Do not share passwords, access tokens, cookies or authorization codes in chat.
- Review and disconnect connections you no longer use.