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ADK Intel
Open command center
Data posture for advisory firms

Designed for the data discipline a CFO firm wants to defend.

ADK Intel is intentionally not a ledger, payroll system, or tax filing tool. We give you the advisory layer - with upload-first ingestion, advisor-in-the-loop AI, and firm-scoped isolation that keeps liability exposure low without slowing the work down.

Four principles

How ADK Intel reduces sensitive data exposure.

No PII required
We don't request SSNs, tax IDs, bank account numbers, employee identifiers, customer PII, or PHI. Ever.
Upload-first by design
No raw bank feeds, no required system integrations. Advisors control exactly what enters the platform.
Scrubbed-data gate
Every upload requires explicit advisor acknowledgment that sensitive fields have been removed before processing.
Advisor-in-the-loop AI
AI drafts, advisors verify. Nothing reaches the client portal without explicit approval.
Controls

The control surface a CFO firm expects.

Identity & access
  • Email + password and Google SSO out of the box
  • Firm-scoped role model: admin, advisor, viewer
  • Granular per-client advisor assignments
  • Server-side enforced role checks via SECURITY DEFINER helpers
  • Optional SSO and audit logs on Infrastructure tier
Data isolation
  • Row-level security on every domain table, scoped by firm
  • Storage objects keyed to firm folders - no cross-firm reads or writes
  • Hardened bootstrap path: no client-side path to admin escalation
  • Service-role keys never reach the browser bundle
  • Per-firm data export and deletion on request
Infrastructure
  • TLS 1.2+ in transit, AES-256 at rest
  • Encrypted, region-pinned managed Postgres
  • Daily backups with point-in-time recovery
  • Edge-deployed application layer with global low-latency
  • Continuous dependency vulnerability scanning
Workflow controls
  • Scrubbed-data acknowledgment on every upload
  • Confidence-scored AI suggestions - nothing finalizes silently
  • Portal visibility is explicit per artifact, never default-on
  • Audit trail of meeting summaries, action items, and exports
  • Engagement-level archive & soft-delete with retention policy
AI posture

AI is an assistant, never an authority.

Every AI output in ADK Intel is treated as a draft. Variance commentary, meeting summaries, action items, and forecast assumptions surface as confidence-scored suggestions - they enter the firm's workflow only after an advisor accepts them.

No client data is used to train external models.
Inference runs through a managed gateway, not raw vendor SDKs in the browser.
Transcripts are processed in-tenant and tied to the firm's storage scope.
Every advisor accept/reject is logged for audit.
Sensitive fields can be redacted before AI sees them.
AI outputs are versioned alongside the source artifact.
At a glance

Security factsheet.

Encryption in transit
TLS 1.2+
Encryption at rest
AES-256
Database isolation
RLS per firm
Backups
Daily · PITR
Hosting
Edge + managed Postgres
Auth
Email · Google · SSO (Infra)
Data residency
Available on Infrastructure
Audit logs
Operator & Infrastructure

SOC 2 Type II in progress. Custom DPAs available for Infrastructure customers.

Boundaries

What ADK Intel will - and won't - do.

We will
  • Centralize the advisory layer above your client's ledgers
  • Ingest scrubbed exports from QBO, Xero, NetSuite, Stripe, Gusto and more
  • Draft variance commentary, summaries, and prep packets for advisors to verify
  • Surface anomalies, triggers, and runway risk across the firm
  • Give clients a polished, advisor-controlled view of the work
We won't
  • Store SSNs, tax IDs, or bank account numbers
  • Replace your client's bookkeeping or ERP system
  • File taxes, run payroll, or move money
  • Auto-send AI outputs to clients without advisor review
  • Share data across firms or expose it to other tenants

Need a deeper review for procurement?

We work with advisory firms whose clients require formal vendor security reviews, custom DPAs, or data residency commitments. We're happy to walk your team through it.

Request security reviewSee pricing tiers
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