Security & trust

Security information for your deployment.

Review access, data handling, model providers, retention and accounting-system permissions before representative documents are transferred.

Resolve before document transfer
  • 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.

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Website disclosure and deployment review
AreaPublished statusWhat to confirm for the deployment
SOC 2 / ISO 27001Not stated on this websiteCurrent certification status and available evidence.
Authorized accessReviewed for the operating modelAuthentication, roles, administrators and permitted actions.
Data separationReviewed for the operating modelTenant, client and legal-entity separation, including integration context.
Storage and encryptionDeployment-specificStorage location, processing path, encryption and backup access.
Retention and deletionDeployment-specificRetention period, deletion trigger, backup handling and deletion evidence.
Models and subprocessorsConfirmed during reviewProviders, processing locations and terms governing training use.
System-of-record accessIntegration-specificCredentials, access scopes, permitted writes and returned outcomes.
Payment executionAIdaptIQ does not execute paymentsPayment 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.

Illustrative review map — provider and storage details are confirmed for the deployment
IntakeEmail · Upload · API

Authorized sources and client resolution.

Processing & storageAIdaptIQ and disclosed providers

Locations, isolation, access, model terms and retention.

Accounting handoffThe agreed system of record

Credential scopes, permitted action and acceptance.

Authority and integration

Make permitted actions explicit.

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Questions for the access and integration review
BoundaryRequired decision
Reviewer accessWho can see the client evidence, change a value or resolve an exception?
Approval authorityWho can approve the configured accounting action, and what records the decision?
System integrationWhich credentials and scopes are needed, and what is returned after the action?
Failure recoveryWho handles retries, duplicate protection, rejected outcomes and reconciliation?
AdministrationWho 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.

Request the diagnostic→