Control
Encrypted credentials
OAuth tokens and API keys are stored encrypted.
Security
Controls for finance data.
Sensitive invoices, approvals, credentials, and audit trails need a product built around control from day one.
Trust architecture
Secure by workflow.
The controls map to how finance work actually moves.
Control
Role-based access
Operators, approvers, admins, and auditors stay scoped.
Control
Audit-first workflow
Every key action has actor and timestamp context.
Control
Tenant isolation
Organization data stays isolated by design.
Trust principles
No training on customer data
Clear boundaries for finance teams and reviewers.
Humans stay in control
Clear boundaries for finance teams and reviewers.
Exports remain available
Clear boundaries for finance teams and reviewers.
Compliance
Review ready.
Security documentation, DPA materials, and architecture notes for enterprise buyers.
Roadmap
Transparent posture.
SOC 2 readiness
Available status shared during security review.
GDPR support
Available status shared during security review.
EU residency on Enterprise
Available status shared during security review.
Pen test summary under NDA
Available status shared during security review.
Running a security review?
Ask for security documentation, architecture notes, DPA materials, and current readiness status.
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