Document Management | Financial Management
Data Privacy
There is no federal privacy statute of the kind most countries have. What exists is a growing set of state laws with different thresholds and different rights, plus SOC 2, which is contractual rather than statutory and is what your customers actually ask about. A finance system holds more personal data than teams expect, and the controls that satisfy all of it are the same ones.
What it does
Inside Data Privacy.
Connect your books, free. The inventory, the retention position and the access log build from what you already store.
01
Data inventory
02
Purpose and retention
03
Access control
04
Access logging
05
Deletion handling
06
Vendor data
07
Evidence
Where it sits
Part of Document Management.
Vendor & Customer Documents GSTIN, PAN, MSME, ISO certificates, bank docs, master agreements. Validity tracked, expiry alerts. Contract Management MSAs, addendums, NDAs, service orders. Searchable. Renewal alerts. Incorporation Documents Vault CIN, COI, MOA, AOA, board resolutions, share certificates, DIN/DSC, ROC filings. Audit Evidence Packs Per-filing evidence packs auto-assembled. One-click pack export with hash-verified chain. Document Versioning Replace a document; the old version stays. Audit trail of every upload, edit and delete. Document Full-Text Search Full-text search across PDFs, Word, Excel and image-OCR text. Filter by counterparty and period. Secure Document Sharing Time-boxed links for auditors and lenders. Role-based access, watermarks, view-only or download. E-Signature Aadhaar e-Sign + DSC support. Audit-trailed signing for contracts and approvals.
Run Data Privacy against your books.
A working session on your structure and a month of your documents.