Claridy works inside your financial systems, so security is not a chapter at the back. Here is how we protect your data, how we build with AI, and what has been independently assessed.
Claridy is not a chat window on your books. AI helps build a workflow, and from then on that workflow runs as fixed code. That makes it boring exactly where you want boring.
Execution is fixed code. A workflow that worked yesterday works the same today, and no AI update quietly changes how you book.
Every workflow first runs on your own past invoices and bookings, not a demo set. Only when the results hold does it touch anything.
Claridy proposes, your threshold decides what goes automatically. Anything that moves money always passes a person.
For every action we record what was read, what was decided, at what score, and what was written back. Searchable, exportable, and made to show your auditor.
Claridy works with the accounting and ERP data of businesses. We do not score the creditworthiness of individuals or make decisions the AI Act treats as high risk. So we treat Claridy as a limited-risk AI system and focus on the obligations that apply:
We track how the AI Act and its standards develop, and adjust how we work as the rules take effect.
In February 2026 TAC Security assessed Claridy against CASA Tier 2, built on the OWASP Application Security Verification Standard. All 108 requirements were reviewed, from access control and cryptography to session management and injection prevention.
SOC 2 is in finalization. The report goes here once it exists.
Let us know and we will work with you to resolve it. We ask that you give us reasonable time to respond before disclosing anything publicly.
hello@claridy.aiData processing agreement · Sub-processor overview · Security overview · CASA Tier 2 audit report on request. Bring your hardest security questions to the demo.