Strategic AI Innovations

SOC 2 evidence, clean pipeline data and onboarding that keeps up with hiring.

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Illustrative sample data
Audit packageCurrent

Audit package: SOC 2, October

  • Access control14 items
  • Change management9 items, 1 exception closed
  • Monitoring7 items
  • People6 items
  • Certification decisionYour auditor's

4 passed

Each pain, and what answers it.

    • Deals stall on security questionnaires

    • Control evidence is collected by screenshot

    Compliance AutomationBuilt to order

    • Demo requests wait while prospects compare

    Speed-to-Lead and Follow-UpLive in production

    • Sign-up, sales and support data disagree

    CRM Cleanup and Data MigrationBuilt to order

    • New hires wait for access, leavers keep it

    HR Onboarding AutomationBuilt to order

    • Customers ask to connect their AI assistants

    Custom MCP ServersBuilt to order
How each one is answered

  • Compliance Automation

    Answers are drafted from your approved evidence, for your team to review.

    Evidence is collected on a schedule from your cloud, code and identity systems.

  • Speed-to-Lead and Follow-Up

    Each demo request gets a reply in about a minute, then follow-up.

  • CRM Cleanup and Data Migration

    Duplicates merge under agreed rules, and the audit shows where your records disagree.

  • HR Onboarding Automation

    Accounts are requested before day one. Offboarding removes access.

  • Custom MCP Servers

    An MCP server lets their assistants use your product, with permissions you set.

Watch it in SaaS

Compliance Automation, on sample data.

The nightly evidence run

Step 1 of 6
LogRead-only

Collector run: nightly

  1. 02:00:00 start scope=nightly framework=SOC 2
  2. 02:00:04 identity 48 users, MFA enforced on 48
  3. 02:00:09 code 23 repos, 1 without branch protection
  4. 02:00:12 cloud 3 accounts, audit logging on
  5. 02:00:15 people 2 leavers, access removed

Evidence written to the October folder.

Cloud, code, identity and HR systems are read on a schedule, never changed.

Lumen Ledger, a software company, and everyone here are fictional.Illustrative sample data

Tools we connect

HubSpot, Salesforce, Vanta, Drata, Okta, Google Workspace, GitHub, AWS, Jira, Intercom, Slack.

No endorsement implied.

Questions

Does this get us a SOC 2 report?

No. Automation prepares the evidence, and the report comes from your independent auditor.

Can you answer security questionnaires?

We draft answers from your approved evidence and policies, and your team reviews them before anything goes out.

What would an MCP server for our product do?

It lets your customers' AI assistants work with your product through the tools and permissions you choose. Write actions stay off until you approve them.

Regulatory context
  • SOC 2 reports are issued by independent CPA firms under AICPA standards. Automation prepares the evidence; the attestation comes from your auditor.
  • GDPR can apply to companies outside the EU that offer services to people in the EU, so data flows are mapped before we build.

General information, not legal advice.

Other industries

Get audit-ready while your pipeline stays clean.

Tell us which blocker costs you deals. We will say what can be automated.

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