Finance & Accounting IT
SOC 2 / GLBA-aligned IT for advisors, accountants, and fintech.
The pain points we hear from finance leaders.
- SOC 2 readiness without a dedicated CISO
- Phishing and BEC attacks targeting wire transfers
- FINRA / SEC email and chat retention obligations
- Manual reconciliation eating analyst hours
Our finance playbook.
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vCISO + SOC 2 roadmap
We map your stack to SOC 2 CC controls, run the evidence collection, and sit on your audit calls.
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Wire-fraud defense
Conditional access, anti-impersonation, payment-approval workflows, and phishing simulation tuned to BEC scenarios.
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Retention + supervision archive
Compliant capture of email, Teams, and SMS with WORM storage and supervisor review queues.
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AI reconciliation + reporting agents
LLM-assisted reconciliation across QBO / NetSuite / Xero / custom GL — built with your firm in the loop.
SOC 2
AUDIT-READY ROADMAP
7 yr
RETENTION SUPPORTED
24/7
SOC MONITORING
Finance FAQ
Do you produce SOC 2 evidence directly?
Are you familiar with FINRA 17a-4 retention?
Other industries we work with
Healthcare IT
End-to-end managed IT, secure infrastructure, and AI agents for practices that can't afford downtime — or a breach.
Legal & Law Firm IT
Document-centric managed IT, secure file sharing, and AI tooling tuned for case management and billable-hour workflows.
Dental Practice IT
We support single-doctor practices through 20-chair DSOs. Imaging-vendor savvy, HIPAA-aligned, and AI front-desk ready.