Security & trust
Security information for your deployment.
Review access, data handling, model providers, retention and accounting-system permissions before representative documents are transferred.
- Authorized users and roles
- Processing and storage locations
- Retention and deletion terms
- Integration permissions
Review the facts for the proposed deployment.
How does AIdaptIQ protect financial evidence?
Security review follows the evidence through intake, processing, storage, authorized access, integration and retention or deletion. The proposal must identify which controls and responsibilities apply to the selected deployment.
Review facts and supporting documents
Know what is disclosed and what must be confirmed.
Scroll across to compare the columns
| Area | Published status | What to confirm for the deployment |
|---|---|---|
| SOC 2 / ISO 27001 | Not stated on this website | Current certification status and available evidence. |
| Authorized access | Reviewed for the operating model | Authentication, roles, administrators and permitted actions. |
| Data separation | Reviewed for the operating model | Tenant, client and legal-entity separation, including integration context. |
| Storage and encryption | Deployment-specific | Storage location, processing path, encryption and backup access. |
| Retention and deletion | Deployment-specific | Retention period, deletion trigger, backup handling and deletion evidence. |
| Models and subprocessors | Confirmed during review | Providers, processing locations and terms governing training use. |
| System-of-record access | Integration-specific | Credentials, access scopes, permitted writes and returned outcomes. |
| Payment execution | AIdaptIQ does not execute payments | Payment recording and returned payment state are distinct from moving money. |
The website does not establish a universal certification, storage location or subprocessor list. Request the evidence that applies to your proposed deployment.
Follow the evidence
Identify the processing boundaries before sharing files.
Authorized sources and client resolution.
Locations, isolation, access, model terms and retention.
Credential scopes, permitted action and acceptance.
Authority and integration
Make permitted actions explicit.
Scroll across to compare the columns
| Boundary | Required decision |
|---|---|
| Reviewer access | Who can see the client evidence, change a value or resolve an exception? |
| Approval authority | Who can approve the configured accounting action, and what records the decision? |
| System integration | Which credentials and scopes are needed, and what is returned after the action? |
| Failure recovery | Who handles retries, duplicate protection, rejected outcomes and reconciliation? |
| Administration | Who can change policy, access or integration settings, and how is that change recorded? |
Request the review package
Start with an NDA, architecture review or questionnaire.
Share your deployment requirements and the security documents your team needs. The review should cover data flow, access, encryption, model processing, subprocessors, retention, deletion and integration permissions.
General website enquiries collect contact and workflow context. Financial documents follow the agreed customer data-processing and transfer path.

BY NUMBER7 AI