[ Platform · Controls ]
Policy and audit on every answer
Controls govern what people and agents can see, what they can run, and how it's logged, so AI in your finance stack meets the same bar as everything else in it.
Scoped · Logged · Audit-ready
Fast is only useful if it's governed. Controls put policy between the data and every consumer of it, human or agent, without slowing either down.
Access, scoped precisely
By entity, by account, by sensitivity: policy defines exactly what each person, and each agent, can see and do.
Role- and scope-based
Entity, account range, and sensitivity level, not all-or-nothing.
Agents are principals too
The same policy engine governs every AI run.
Deny by default
Nothing is visible that wasn't explicitly granted.
Every action logged
Human queries and agent runs write to the same audit log: who asked, what ran, what data it touched, what came back.
Complete audit log
Every access and every answer, attributable and timestamped.
Agent runs included
Automated steps are logged like human ones.
Exportable evidence
Logs your auditors can take as-is.
Approvals where they belong
Sensitive operations wait for a human. Review gates and change control keep judgment in the loop where policy demands it.
Review gates on sensitive runs
Payroll detail doesn't move without a person signing off.
Change control on definitions
Metric changes are proposed, reviewed, then applied.
Separation of duties
The requester and the approver are never the same person.
[ What real controls change ]
100%
of access and actions logged
0
AI actions outside policy
1
policy engine for people and agents alike
“Security stopped being the reason we couldn't use AI.”
CFO · Multi-entity company
[ Use cases ]
How finance teams use Controls
Governance that enables the speed instead of blocking it.
Compliance evidence
Access logs and control history, exportable on demand.
Quarterly access reviews
Who can see what, answered in minutes.
Agent permissioning
AI scoped to exactly the data it should touch.
Sensitive-data walls
Payroll and comp visible only to those who should see them.
Definition change control
Metric changes proposed, approved, and versioned.
[ Integrations ]
Governance across every connection
Policy applies uniformly across your connected ERP, accounting, banking, and warehouse data.
Databricks
LiveWarehouse
Connect Databricks to Pluvo so finance teams can analyze warehouse data alongside ledger, revenue, workforce, and operating context.
Mercury
LiveBanking
Connect banking activity and balances to Pluvo for cash visibility, runway analysis, and treasury context.
NetSuite
LiveERP
Connect NetSuite to Pluvo so finance teams can analyze ERP data alongside ledger, revenue, workforce, and operating context.
Plaid
LiveBanking
Use bank connectivity to keep cash, account, and transaction data visible in Pluvo.
Postgres
LiveWarehouse
Connect Postgres to Pluvo so finance teams can analyze warehouse data alongside ledger, revenue, workforce, and operating context.
QuickBooks Online
LiveAccounting
Connect QuickBooks Online to Pluvo so finance teams can analyze accounting data alongside ledger, revenue, workforce, and operating context.
Do not see your system? Request an integration
View all integrations[ FAQ ]
Common questions
- How granular are permissions?
- Down to entity, account range, and data sensitivity. Roles define defaults; scopes refine them; deny-by-default covers the rest.
- Do controls apply to AI agents?
- Yes, identically. Agents are principals in the same policy engine: they see only what they're granted, and every run is logged.
- What's captured in the audit log?
- Every access and action: who or what asked, when, what ran, which data it touched, and what was returned, exportable for audit.
- How does Pluvo handle security compliance?
- Read-only connections, scoped access, and full audit logging are built in. For our current certifications and security posture, ask us for the security overview.
- Can we bring our own identity provider?
- Yes. Pluvo works with your SSO, and access maps to the roles and scopes you define.
Governance worth showing your auditor
Book a demo and walk through the policy engine and the audit trail live.