SOC 2 Type II · ISO 27001:2022 certified

Your financial data, protected by default

Your financial data, protected by default

Your financial data, protected by default

The confidentiality, integrity and availability of the data we handle are vital to our clients and to us. This page sets out how Neoflo identifies and mitigates risk, the controls we run, and the certifications that back them.

SOC 2 Type II

SOC 2 Type II

ISO 27001

ISO 27001

GDPR

GDPR

CCPA

CCPA

AES-256

AES-256

Private VPC

Private VPC

Certifications & compliance

Independently audited, and built for regulated finance teams

Independently audited, and built for regulated finance teams

Independently audited, and built for regulated finance teams

SOC 2 Type II

SOC 2 Type II

Independent examination of our security, availability and confidentiality controls over time.

ISO 27001:2022

ISO 27001:2022

Certified to the international standard for information security management systems.

GDPR

GDPR

EU data protection compliance built in from the start, from data handling to breach notification.

CCPA

CCPA

California consumer data privacy compliance, with a clear privacy notice and data rights handling.

AES-256 encryption

AES-256 encryption

Data encrypted at rest, with transmission confidentiality controls for data in transit.

Deployment options

Deployment options

Options for stricter environments, including private VPC deployment. Your data stays yours.

Security posture

40 controls across six areas, continuously monitored

40 controls across six areas, continuously monitored

40 controls across six areas, continuously monitored

Controls are tracked and evidenced automatically, so the posture you see is the posture we run.

See live controls ↗

Product security

3 controls

Practices across our people, processes, tools and training that safeguard the product.

Situational awareness for incidents

Vulnerability remediation process

Centralised management of flaw remediation

Data security

5 controls

Safeguards that keep information from corruption, theft or unauthorised access.

Encrypting data at rest

Inventory of infrastructure assets

Termination of employment

Network security

5 controls

Preventing, detecting and monitoring unauthorised access to network resources.

Limit network connections

External system connections

Transmission confidentiality

App security

1 control

Application practices that prevent unauthorised access and modification.

Conspicuous link to privacy notice

Endpoint security

3 controls

Securing end-user devices so they can’t be used as a way in.

Malicious code protection (anti-malware)

Full device or container-based encryption

Endpoint security validation

Corporate security

23 controls

How our people, structure and reviews keep the whole company secure.

Code of business conduct

Organisational structure

Roles & responsibilities

How we handle your data

On your systems, under your controls

On your systems, under your controls

On your systems, under your controls

01

Connects, doesn’t replace

Neoflo works both ways with your ERP and the tools your team already uses. Nothing to rip out.

02

Least-privilege access

Access is governed by documented access control policy, with roles and responsibilities segregated.

03

Every action on the record

Each action, line item, assignment and approval is logged, with an audit trail from day one.

04

Incidents handled to policy

Incident management and breach notification procedures define who acts, how fast, and who is told.

04

Incidents handled to policy

Incident management and breach notification procedures define who acts, how fast, and who is told.

Policies & documents

40+ documented security policies and procedures

40+ documented security policies and procedures

40+ documented security policies and procedures

Our information security management system is written down, reviewed and audited. A selection is below; full documents are available on request through the Trust Center.

Information Security Policy

Access Control Policy

Encryption Policy

Data Protection Policy

Data Classification Policy

Data Retention Policy

Data Breach Notification Policy

Incident Management Policy

Business Continuity & Disaster Recovery Policy

Risk Assessment & Management Policy

Vendor Management Policy

Endpoint Security Policy

Communications & Network Security Policy

Privacy By Design Policy

HR Security Policy

Asset Management Policy

System Acquisition & Development Lifecycle Policy

Acceptable Usage Policy

ISMS Manual

Code of Business Conduct

+20 more on the Trust Center ↗

Security reviews

Need our SOC 2 report or a security questionnaire answered?

Need our SOC 2 report or a security questionnaire answered?

Need our SOC 2 report or a security questionnaire answered?

Reports and policy documents are shared on request through our Trust Center. Our team can also walk your security and audit stakeholders through how Neoflo works.

Low-risk start

See how Neoflo works with your own data.

Start with 40 of your own invoices.

Start with 40 of your own invoices.

Watch it run on your real documents and your own systems, before you commit to anything.

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