BY NUMBER7 AIReceive
Authorized intake and entity resolution.
SECURITY & TRUST
Control is part of the transaction.
Financial evidence, access, authority, integration and retention must remain explicit across the complete workflow.
Process
Evidence extraction and transaction controls.
Store
Tenant and client boundaries.
Access
Role and authority controls.
Transmit
Protected integration handoff.
Retain / delete
Defined lifecycle and audit state.
REVIEW MATRIX
Know which controls are documented and which depend on deployment.
Security review should resolve these boundaries before representative documents are transferred.
AreaReview requirementStatus
AccessAuthentication, roles and authorized operatorsDocumented during review
IsolationTenant, client, entity and transaction separationDocumented during review
StorageLocation, encryption and access pathDeployment-specific
Retention & deletionRetention period, deletion trigger and evidenceDeployment-specific
Model data handlingProvider path and training-use termsDocumented during review
System-of-record accessCredentials, scopes and permitted actionsIntegration-specific
DIRECT ANSWER
How does AIdaptIQ protect financial evidence?
The security model follows the document and transaction lifecycle across tenant boundaries, user access, processing, storage, integration, audit history and retention or deletion.
DATA BOUNDARIES
Separate the tenant, client, entity and transaction.
Access and processing context must remain explicit across every workflow.
Tenant
Organization-level isolation and administration.
Client & entity
Separate books, integrations and accounting context.
User & role
Least-privilege access and assigned work.
Transaction
Evidence, controls and action history remain connected.
ACCESS & AUTHORITY
A system action and an authorized decision are different events.
Use role-based access, named approval authority, audit events and controlled administrative access.
Receive
Authorized intake and entity resolution.
Process
Evidence extraction and transaction controls.
Store
Tenant and client boundaries.
Access
Role and authority controls.
Transmit
Protected integration handoff.
Retain / delete
Defined lifecycle and audit state.
DATA HANDLING
Security information available for your review.
Security documentation should explicitly cover encryption, retention, deletion, backups, model-training policy and subprocessors.
Storage & encryption
Protect evidence at rest and in transit.
Retention & deletion
Define how long information remains and how it is removed.
Model use
State whether customer data is used for training.
Subprocessors
Disclose material third-party processing.
INTEGRATION SECURITY
Protect the boundary to systems of record.
Authentication, secrets, webhook signatures, idempotency, retry protection and audit logging belong in the integration contract.
EVIDENCEEmail · Upload · API
AIdaptIQState · Controls · Resolution
SYSTEM OF RECORDQuickBooks · Tally · ERP
Request the security documentation.
Start with an NDA, architecture review or data-processing questionnaire.