How we protect your financial data
Where we are today, what we ship, and what we're working toward. We prefer honest language to over-claiming: we only publish compliance and security details we can actually back up.
Compliance posture
SOC 2 Type II
In progressAuditor engaged Q3 2026. Type I expected Q4 2026; Type II expected Q1 2027.
Expected: Q1 2027
GDPR
LiveDPA template available on request. Sub-processor list below.
Expected: Live since 2024
CCPA
LivePrivacy policy + data-deletion workflow.
Expected: Live since 2024
ISO 42001 (AI Management Systems)
In progressReadiness review on Q1 2027 roadmap. We do not claim certification until we have one.
Expected: Q1 2027 review
HIPAA
Not in scopeNot in scope. We do not handle PHI today. Contact us before signing if your workload requires HIPAA.
Expected: n/a
FedRAMP
Not in scopeNot authorized today. No government-cloud deployment.
Expected: n/a
Sub-processors
| Sub-processor | Purpose | Their compliance |
|---|---|---|
| Neon | Postgres hosting | SOC 2 Type II |
| Cloudflare | R2 object storage + CDN | SOC 2 Type II |
| Auth0 | Authentication | SOC 2 Type II, ISO 27001, ISO 27018 |
| Railway | Application hosting | SOC 2 Type II |
| OpenRouter | LLM routing | SOC 2 Type II |
| Sentry | Application monitoring | SOC 2 Type II |
| Resend | Transactional email | SOC 2 Type II |
Self-serve resources
Security questionnaire response
Hand-edited quarterly. Aug 2026 edition.
Agent architecture
Read in 5 minutes. How our tools are scoped and secured per tenant.
Multi-ERP architecture
Data flow + integration surface across NetSuite, QuickBooks, Xero, Dynamics.
Sales one-pager
What FinAdvantage does, our design approach, and three ways we differ.
Outcome-pricing trial
Q3 2026 outcome-based pricing, anchored on a published QA benchmark.
Reliability / QA benchmark
Per-pipeline defect rate, method, sample size, period.
Contact
Status as of Aug 19, 2026. Last reviewed by the Security Lead. Next scheduled review: end of Q3 2026. We will publish material security incidents within 72 hours at status.finadvantage.online.