AI Agents for Software and SaaS SOC 2 Compliance
AI agents for software and SaaS SOC 2 compliance collect evidence from your tools, track control status, draft answers to customer security questionnaires from approved content and keep policy and vendor records current. Security and engineering teams spend less time chasing screenshots and spreadsheets.
Challenges We Solve
Where SOC 2 Compliance Breaks Down
SaaS security teams collect evidence by hand from many tools, answer repeated customer questionnaires and rebuild audit documentation every cycle.
Evidence
Audit evidence is collected by hand
Screenshots, exports and tickets are gathered from cloud, identity, code and HR tools for each control. The work repeats every audit period.
Controls
Control status is tracked in spreadsheets
Owners, test dates and results live in a sheet. Drift between audits goes unnoticed until the next collection.
Questionnaires
Customer security questionnaires take days
Sales deals wait while security answers the same questions in different formats. Answers are copied from old responses of uncertain accuracy.
Policies
Policies and acknowledgements fall behind
Policy reviews, employee acknowledgements and training records need tracking across the company. Gaps are found at audit.
Vendors
Vendor reviews are inconsistent
Security reviews of third-party vendors depend on whoever receives the request. Reports and renewals are tracked in inboxes.
Auditor
Auditor requests arrive in bursts
Auditors send long request lists. Teams answer from memory and search shared drives for the right file.
AI Agent Capabilities
AI Agents Built for Every SOC 2 Compliance Workflow
Six connected capabilities designed around your control framework, evidence sources and customer questionnaires for software and SaaS security teams.
Evidence Collection Agent
- Collects evidence from the cloud, identity, ticketing, code and HR tools you use
- Maps each item to the control and period it supports
- Captures evidence on the schedule each control requires
- Flags controls with missing or stale evidence
- Stores evidence with date and source
Control Tracking Agent
- Tracks every control with its owner, frequency and last test result
- Alerts owners to tests that are due or overdue
- Flags controls where evidence suggests a change in status
- Shows control health by framework and owner
- Keeps history between audit periods
Questionnaire Response Agent
- Reads incoming security questionnaires in spreadsheet, portal and document formats
- Drafts answers from your approved policies and past answers
- Flags questions without an approved answer for the security team
- Tracks each questionnaire to completion
- Keeps approved answers current
Policy and Training Agent
- Tracks policy review dates and approvals
- Sends acknowledgement and training reminders to employees
- Shows completion by team and by new hire
- Flags overdue items to managers
- Keeps evidence of each acknowledgement
Vendor Review Agent
- Collects security reports and questionnaires from vendors
- Reads reports and flags exceptions and scope gaps
- Tracks renewal dates for vendor assessments
- Routes high-risk findings to the security team
- Keeps one record per vendor for each control
Audit Support Agent
- Organises auditor requests by control and owner
- Assembles the requested evidence for review before it is shared
- Tracks open requests and due dates
- Keeps a record of what was provided and when
- Reports readiness before the audit window
Deployment
How We Deploy Your SOC 2 Compliance Agent
Five steps from your first call to a validated soc 2 compliance workflow connected to your tools and review process.
01
Framework and Tooling Review
We map your control framework, evidence sources, policies, questionnaire process and the tools your security and engineering teams use today.
✓ Control and evidence source inventory
✓ Questionnaire and vendor review workflow map
✓ Recommended agent architecture for your environment
BUILT FOR SOFTWARE AND SAAS SECURITY, ENGINEERING AND SALES TEAMS
The right compliance visibility for every security role
Each deployment is scoped around how a specific role depends on compliance documentation. Security, engineering and sales each get the outcome they need without chasing evidence or rewriting answers.
SECURITY
Security or Compliance Lead
Stops collecting evidence by hand. Reviews gaps and approves answers.
What Changes
- Evidence collected on the schedule each control requires
- Control status and overdue tests in one view
- Gaps shown before the review window
- Evidence requests organised by control
SALES
Sales Engineer or Account Executive
Stops waiting days for questionnaire answers. Gets a draft from approved content.
What Changes
- Questionnaires drafted from approved answers
- Questions without an approved answer sent to security
- Status of each questionnaire visible
- Consistent answers across customers
ENGINEERING
Engineering Manager
Stops fielding screenshot requests. Evidence is captured from the tools directly.
What Changes
- Evidence pulled from source tools without requests
- Fewer interruptions for evidence collection
- Control owners notified only when action is due
- Clear record of what was provided and when
Meet Our CEO Haroon Jafree, CPA
25 years as a CFO and finance leader, designing agents around workflows he personally ran.
FAQ
Questions About SOC 2 Compliance Automation
What security leads, sales engineers and engineering managers ask before the first call.
It uses AI agents to collect audit evidence from your tools, track control status, draft answers to customer security questionnaires from approved content and keep policy and vendor records current. Your security team reviews and approves the output.
Get Started
Ready to Stop Collecting Audit Evidence by Hand?
Book a discovery call to walk through your control framework, your evidence sources and your customer questionnaires.
Book a Discovery Call →