Data access
Access is granted through your own identity provider, scoped to what each stage needs, read-only to source systems where possible, and removed at handover.
Risk and security
Your data stays yours. Every number stays explainable.
How we handle access, permissions, audit trails and AI on every project.
Where your data lives
Your data stays in your source systems and your planning platform’s tenant. We don’t keep copies on personal devices or outside systems you approve.
Permissions
Role-based access designed with you: budget owners see their departments, finance sees the whole plan, and sensitive data such as salaries is restricted.
Audit trails
Changes are logged in the platform, and we document model logic, data lineage and reconciliation checks so every figure can be traced to its source.
How AI outputs are checked
AI drafts reconciliations and variance commentary. A consultant reviews every output and ties it back to source totals before it reaches a report. Your data is never used to train public models.
Certifications
We work inside your planning platform’s environment, and leading platforms publish independent security reports such as SOC 2. We’ll list our own certifications here as we earn them.
Plan your next decision with confidence.
30-minute call with a founder.
You’ll receive a scope, a timeline and a fixed price, with no obligation to proceed.
- A clear scopeWhat to build first, and what can wait
- A realistic timelineEach stage, from discovery to go-live
- A fixed priceA firm figure for the whole project
Prefer email? [email protected]