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.

Clarity Ledger account mapping review using fictional demo companies and figures
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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.

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.

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We can share our current safeguards and roadmap detail during a demo.

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Clarity Ledger portfolio dashboard using fictional demo companies and figures
Mobile view · Actual Clarity Ledger portfolio dashboard · Illustrative demo data · Select to view full size