Learn the art of finance engineering →

[ Security ]

For your most sensitive finance work.

Pluvo connects to your source systems, close data, forecasts, and board reporting, then runs AI agents against them under strict controls. It is read-only by design, traceable end to end, and governed for the people who own the numbers.

Request a demoReview FAQs

[ Security at a glance ]

Source systems

Read-only access

Workspace

Tenant isolation

Access

SSO and RBAC

Data protection

Encryption at rest and in transit

Traceability

Source-backed answers

AI governance

No model training

Enterprise review

DPA and privacy review

Controls

SOC 2-aligned control set

Connections

Scoped credential controls

Procurement

Security documentation

[ Protection by default ]

Security across every layer of finance AI.

From source-system access to AI reasoning to final outputs, Pluvo is built so sensitive finance work stays governed, traceable, and reviewable.

Read-only by design

Pluvo reads from connected systems to build your model and answer questions. It does not write back to your ERP, ledger, or systems of record.

Encryption everywhere

Data is encrypted in transit and at rest across connected systems, files, prompts, and outputs.

Tenant isolation

Customer data, ontology, credentials, and audit history are logically separated so each workspace stays contained.

Scoped credential controls

Connected-system credentials and API keys are stored with scoped access and held out of reach of the AI.

Traceable AI work

Important answers can point back to the sources, logic, and run history behind them, with a derivation path for calculated figures.

Granular access controls

Role-based access, SSO-ready controls, and view-only paths keep sensitive work in the right hands.

Activity logging

Prompts, calculations, exports, and important access events are logged with trace IDs so teams can review what happened.

[ Access and permissions ]

The right people see the right data.

Pluvo separates source access, calculation authority, and shared outputs so teams can collaborate without widening sensitive permissions.

Role-based access without seat limits

Finance, accounting, operators, executives, and auditors see the work they need without opening up the systems behind it.

  • Roles scoped to the resources and workflows each person needs
  • View-only paths for board, audit, and executive stakeholders
  • Permission changes are recorded in the audit trail

Report approvals

Reports support an approval flow before they are shared, and Pluvo workflows can include an Approve step before a process continues.

  • Approval on the board-facing deliverable, with requester, approver, and timestamp captured
  • An Approve step available inside scheduled and event-driven workflows
  • Approved versions stay reconstructable through version history

Governed outputs for every audience

Shared reports inherit the permissions of the workspace, so board packs, flux sheets, and forecast reports respect the access rules already in place.

  • Board packs, flux sheets, and forecast reports inherit permissions
  • Shared outputs are versioned, with downloads visible in the audit trail

Immutable, versioned history

Pluvo data is bitemporal and versioned: ontology releases are immutable and every figure can be reconstructed as it stood at a point in time.

  • Versioned history keeps prior states recoverable
  • The before and after of a definition change stays visible

[ AI governance ]

The bar finance AI should meet.

Finance AI needs a higher bar than generic chat. Pluvo treats model use, tool access, and generated outputs as governed product surfaces.

01

No model training

Customer prompts, files, and finance data are not used to train the underlying models.

02

Grounded retrieval

Agents work from your connected systems, approved documents, and governed ontology, not the open web.

03

Scoped tool access

AI actions run inside your organization's isolation and access boundaries, not around them.

04

Human approvals

Reports can require approval before they are shared, and workflows can include an Approve step.

05

Source traceability

Important answers expose the sources, logic, and calculation history behind them.

06

Model governance

Pluvo routes each task to the model best suited to it and treats model routing as controlled infrastructure.

[ Security review ]

Built for security, finance, and procurement review.

Pluvo helps your teams answer the hard questions: who had access, what changed, which model ran, where a number came from, and who approved it.

Security documentation

We support vendor diligence with documentation on architecture, data handling, subprocessors, and controls.

DPA and privacy review

Clear contractual handling for customer data, including retention, deletion, and privacy commitments.

Control set aligned to SOC 2

Access, change management, logging, monitoring, and vendor-review controls built toward an auditable standard. SOC 2 examination is in progress.

SSO and enterprise access

Enterprise workspaces support centralized identity, role-based permissions, and admin-owned access reviews.

[ FAQ ]

Security questions teams ask first.

A practical starting point for finance, IT, security, and procurement teams evaluating Pluvo.

DPASSOAudit logsNo model training
Do you train models on our data?

No. Your prompts, files, and finance data are not used to train the underlying models.

How does Pluvo protect connected systems?

Pluvo connects read-only. It reads from your systems to build your model and never writes back to them. Credentials are stored with scoped access and held out of reach of the AI.

Can we use SSO and role-based access?

Yes. Enterprise deployments can be scoped for centralized identity, role-based permissions, and access reviews.

Can we export audit logs?

Yes. Pluvo is built so prompts, calculations, approvals, exports, and important access events can be reviewed and exported for audit workflows.

Where is our data processed?

Pluvo runs on AWS. Deployment specifics are reviewed during security discovery, and enterprise scope can include data-residency requirements.

How do approvals work?

Reports can require approval before they are shared, and workflows can include an Approve step. The requester, approver, and timing stay tied to the final output.

How does Pluvo handle security reviews?

We support technical and procurement reviews with documentation on architecture, controls, privacy, subprocessors, and data-handling practices.

Bring security into the first conversation.

Talk with us about your systems, permissions model, AI policies, and security review path.

Request a demo