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Security and trust

Before you share financial data, you should know how it is handled.

What is in the product today, and what we answer in writing on request. We publish a control as available only once it is confirmed.

A 30-minute walkthrough with the team that builds FinConso.

  • Role-based access and maker-checker
  • Full audit trail and period locks
  • AI never posts without approval
A reviewer with arms crossed beside a shield and padlockmaker-checker · audit trailperiod locks

Controls & security

Audit-ready by design.

Built by a firm that also runs a cybersecurity practice, for teams that answer to auditors and audit committees.

Role-based access

Entity-level and module-level permissions. Portal users see only their own balances.

Maker-checker approvals

Journals, mappings and rate changes need a second pair of eyes before they post.

Full audit trail

Every change to structure, mapping, rates and notes is logged with who, when and why.

Period locks

Closed periods and exchange rates are locked, so signed numbers stay signed.

In detail

Data, access, AI and enterprise readiness.

"In the product" means available today. "Answered on request" means we will answer in writing for your security review; ask through the contact page.

Data protection

  • Answered on request
    Encryption in transit and at rest
  • Answered on request
    Data hosting location
  • Answered on request
    Data retention and deletion
  • Answered on request
    Backup and disaster recovery
  • In the product
    Handling of pilot and customer financial dataMutual NDA before any data is shared; access limited to the named team.

Access and controls

  • In the product
    Role-based access by entity and moduleUsers see only the entities and modules they are granted.
  • In the product
    Approval workflows (maker-checker)Journals, mappings and rates need a second approver before they post.
  • In the product
    Audit loggingEvery change logged with who, when and what changed.
  • In the product
    Period and rate locksClosed periods and exchange rates are locked.
  • Answered on request
    Authentication controls (single sign-on, multi-factor)
  • In the product
    Separation of dutiesPreparer and approver roles are separate on every approval.

AI governance

  • In the product
    AI cannot post journals or change records without approvalAgents propose; a named reviewer approves.
  • In the product
    AI outputs reviewed by a personSuggestions show their evidence and wait for review.
  • Answered on request
    Whether customer data is used to train external AI models
  • Answered on request
    Which AI providers or services process customer data

Enterprise readiness

  • Answered on request
    Security certificationsWe do not claim certifications held only by our infrastructure providers.
  • Answered on request
    Independent security assessment
  • Answered on request
    Incident response procedure
  • Answered on request
    Availability and support commitments
  • Answered on request
    Data processing terms

AI governance

How AI touches your financial records.

Proposes, never posts

Agents suggest matches, codes, corrections and drafts. A named reviewer approves before anything posts.

Shows its evidence

Every suggestion carries the records it used, so the reviewer can inspect it before deciding.

Recorded in the trail

The proposal, the change and the approver are all kept with the period.

Switchable

Each agent can be enabled or disabled per entity and module.

AI capabilities →

Book a demo

See the consolidation workflow, from trial balance to signed statement.

A 30-minute walkthrough with the people who build FinConso.

  • Entities, eliminations, translation, NCI and the multi-GAAP layer, run live on a sample group.
  • Every consolidated figure drilled back to the entity and account it came from.
  • Questions on IFRS, US GAAP, Ind AS or SFRS(I) answered by the team that builds the product.
  • Want to test it on your own numbers? See how the structured pilot works.
A finance lead presenting a chart on one data modelone data model

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