Security & Compliance

Enterprise-Grade Security for Your Financial Data | SOC 2 Type II Certified

At Clockwork, we take your financial data security as seriously as you do. That's why we're proud to announce our SOC 2 Type II certification – but let's break down what that actually means for your business.

What's SOC 2 and why should you care?

Think of SOC 2 as the gold standard in data security. It's like having a team of independent security experts thoroughly inspect every aspect of how we handle your data. They don't just take our word for it – they verify everything.

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Key benefits

SOC 2 Type II certified — audited annually

Independent third-party auditors verify our security controls every year against the same standard enterprise vendors meet.

Read-only access to QuickBooks & Xero

Clockwork never moves money, edits transactions, or writes to your books. We read your accounting and payroll data on a read-only basis.

AES-256 encryption at rest and in transit

Every byte of your financial data is encrypted with industry-standard ciphers — whether at rest on our servers or moving between services.

SSO and required MFA for admins

Single sign-on via Google or Microsoft. Multi-factor authentication is required for every admin user, with TOTP, hardware key, and platform authenticator support.

Full audit logs on every action

Every change to your account is logged with user, timestamp, and IP — exportable for compliance reviews.

Full audit logs on every action

Every change to your account is logged with user, timestamp, and IP — exportable for compliance reviews.

The five trust pillars we're certified in:

Security
Your data is protected against unauthorized access
Availability
Your financial forecasts and insights are there when you need them
Processing Integrity
Your numbers are accurate and processed as intended
Confidentiality
Your sensitive financial information stays private
Privacy
Your data is collected, used, and retained as promised

What this means for Clockwork users

When you connect your QuickBooks or Xero account with Clockwork, you're not just getting powerful financial forecasting – you're getting peace of mind. Here's what our SOC 2 Type II certification means for you:

For current users

  • Your financial data is protected by security measures that meet or exceed industry standards
  • Regular third-party audits ensure we maintain these high security standards
  • Transparent data handling practices you can trust
  • Continuous monitoring and improvement of our security protocols
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For potential clients

  • Confidence in choosing a financial forecasting partner that prioritizes your data security
  • Assurance that your sensitive financial information will be handled with the utmost care
  • Evidence of our long-term commitment to maintaining the highest security standards
  • Peace of mind when connecting your accounting systems
Why Clockwork?

Our commitment to your security

Getting SOC 2 certified isn't just a one-time achievement – it's an ongoing commitment. We continuously monitor, test, and improve our security measures to ensure your data stays protected as technology evolves.

What sets us apart

Independent verification of our security practices
Comprehensive security controls across all aspects of our service
Regular security assessments and updates
Dedicated team focused on maintaining and improving security measures
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Key benefits

SOC 2 Type II certified — audited annually

Independent third-party auditors verify our security controls every year against the same standard enterprise vendors meet.

See it on your numbers

Read-only access to QuickBooks & Xero

Clockwork never moves money, edits transactions, or writes to your books. We read your accounting and payroll data on a read-only basis.

Let’s talk business

AES-256 encryption at rest and in transit

Every byte of your financial data is encrypted with industry-standard ciphers — whether at rest on our servers or moving between services.

See it on your numbers

SSO and required MFA for admins

Single sign-on via Google or Microsoft. Multi-factor authentication is required for every admin user, with TOTP, hardware key, and platform authenticator support.

See it on your numbers

Full audit logs on every action

Every change to your account is logged with user, timestamp, and IP — exportable for compliance reviews.

Show me more

Annual penetration testing

External security firms test our systems for vulnerabilities every year before they can reach production.

Learn how it works

Key benefits

SOC 2 Type II certified — audited annually

Independent third-party auditors verify our security controls every year against the same standard enterprise vendors meet.

See it on your numbers

Read-only access to QuickBooks & Xero

Clockwork never moves money, edits transactions, or writes to your books. We read your accounting and payroll data on a read-only basis.

Let’s talk business

AES-256 encryption at rest and in transit

Every byte of your financial data is encrypted with industry-standard ciphers — whether at rest on our servers or moving between services.

See it on your numbers

Every feature built
with your team,
not just for them

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Secure data. 
Strategic insights. 
Smarter decisions.

With Clockwork's SOC 2 Type II certification, you can focus on growing your business while we handle your financial forecasting – securely and reliably.

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More Resources

Learn how product leaders and teams solved unique and everyday challenges.

Integrations

Who we integrate with

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