Security
Security built for finance controls
Clarity Ledger is designed with finance-led governance in mind. We keep data handling conservative, transparent, and aligned to how real estate teams manage risk.
Today
Current safeguards
Controls implemented in the platform today.
- Data minimization in forms, including hashed IP storage for spam prevention.
- Server-only access to data sources and email delivery workflows.
- Credentials and service keys stored in environment variables, not the repo.
- Optional data sources remain server-side and are never exposed in the client bundle.
Roadmap
Security roadmap
Planned enhancements for enterprise readiness.
- SOC 2 audit readiness (aligned controls, formal policies, and evidence collection).
- Single sign-on (SSO) and enhanced identity controls.
- Granular role-based access controls and approval workflows.
- Audit logs and export governance for investor reporting.
Questions
Need a security review?
We can share our current safeguards and roadmap detail during a demo.
Book a demo
Book a security walkthrough
We will walk through data handling, access controls, and the roadmap.
