Financial diligence involves sensitive company information. Understand how each Finsider product handles access, evidence, and retention before sharing transaction data.
Addback scopes resource reads and writes to the authenticated user. Discuss the workspace and engagement permissions you require when onboarding to Workspace or Advisory.
Addback retains source hashes and row citations with derived findings, allowing a reviewer to understand the origin of the reported analysis.
After a successful Addback report is committed, raw source blobs are deleted. Failed runs retain source files for diagnosis and retry. Confirm the policy for the product and engagement you use.
Finsider holds a SOC 2 Type I report, and its SOC 2 Type II audit is in progress. It encrypts data in transit and at rest, and pairs strict data anonymization with permission-controlled workflows and governed AI. Customer confidentiality and data sovereignty requirements are part of how we scope and operate each deployment.
Finsider holds a SOC 2 Type I report, and its SOC 2 Type II audit is in progress. Data is encrypted in transit and at rest. Request current documentation for the relevant product, assessment scope, and reporting period as part of your vendor review.
Discuss your security requirements.
We apply data minimization and anonymization in AI workflows to reduce exposure of sensitive identifiers. Confidential source records remain restricted to authorized users, so professional reviewers can work with the evidence they need without broadly exposing customer information.
Discuss your security requirements.
Permission-controlled access keeps company and engagement data within authorized boundaries. We define data sovereignty requirements as part of the deployment scope, including where information is processed and which people, agents, and systems may access it.
Discuss your security requirements.
AI agents operate within defined permissions and workflow guardrails. Source lineage, reviewer questions, and adjustment decisions keep the work accountable and reviewable. Professional reviewers assess evidence, resolve exceptions, and approve conclusions before delivery.
Discuss your security requirements.
Clarify confidentiality, access, retention, and delivery requirements before an engagement begins.
Contact Finsider for current product-specific assurance documentation as part of your vendor review.
Contact the Finsider team at support@finsider.ai
