Data security and quality control
Controls built into
every engagement.
Outsourcing depends on confidence in the process. The following standards apply to every engagement.
Data stays in your systems
We work within your ledger and portals. Client files are not copied to our devices.
Named, role-based access
Individual logins with multi-factor authentication, revoked when an engagement ends.
Maker-checker review
Every reconciliation is prepared by one person and reviewed by another.
Complete audit trail
Changes, review notes and sign-offs are recorded in your files.
Controlled use of AI tools
Client financial data is never entered into unapproved AI tools.
Agreements before access
NDA, data-handling terms and scope are agreed in writing before access is granted.