Fintech · Finance & Accounting Software · 200–1000 · Europe #b012_04

Context

We offer cash flow management and forecasting software for small and mid-sized businesses and their finance teams.

Industry

Fintech · Finance & Accounting Software

Size

200–1000 employees

Region

Europe

Tools budget

$5K–20K per month

Needs

SOC 2 / ISO 27001 automation. We hold one security certification and want to add a second for international buyers without doubling audit effort.

Today: a single international standard held; a second attestation for overseas buyers not yet announced · Urgency: later

Privacy & data protection (GDPR/HIPAA). We process bank data for many customers and need clearer tracking of personal data and subprocessors.

Today: processor agreement terms and a subprocessor register maintained by legal and security together · Urgency: this year

Who decides

ciso security · security review

Expects from suppliers

Reuse of existing certification controls; Privacy mapping for bank data

Not a fit

Generic checklists with no automation

Stack

cloud: AWS-class hyperscaler, compliance tooling in place

Buying triggers

new market or product launch, upcoming audit or certification