How we protect your financial data
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
Prove it on your books
What it costs vs. what it saves
Run your own numbers, not ours. Each workflow calculator is built from the inputs you enter — hours, rates, transaction volume — and shows the time and money saved on your books.
Bank Reconciliation
Compare the cost of the plan against the hours your team spends matching statements every month.
Try this calculatorMonth-End Close
See the calendar-days and headcount-hours a faster close frees up for your team.
Try this calculatorInvoice Processing
Estimate the saving from handling AP invoices without manual data entry.
Try this calculatorWhere does your finance team stand on AI readiness?
Take a free 3-5 minute assessment. Get a 0-100 readiness score, your top gaps, and a shareable PDF report — mapped to the workflows that close them.
Built for CPA firms and finance teams — pick your segment in the assessment's first question. Or see the benchmark first
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.