Why Forma.ai for SOX Compliance
Forma.ai’s sales performance management (SPM) solution is purpose built to support the needs of evolving enterprises, including financial reporting and compliance needs. In particular, Forma.ai offers security features, permission controls, and an audit trail to assist customers in meeting Sarbanes-Oxley (SOX) Act compliance requirements.
Audit trails and traceability
Immutable audit trail for all changes
All changes are managed through Forma.ai’s ticketing system. For every single change, there is an immutable record of who made the change, who approved it, and the estimated financial impact at time of change.
Permissions and access control
Customized access with granular permissions
Any number of user access profiles can be configured based on your specific access needs. Users can control permissions at the most granular levels, such as read/write access for specific data fields.
Governance and controls
Compliance controls for every change
Create and manage the right guardrails to meet your compliance needs. Easily configure permissions for enacting changes, control who can access what data, establish appropriate approvals for each type of change, and much more.
Security and data protection
Protection and security for the most sensitive data
In addition to end-to-end encryption and firewalls to protect all data inflows and outflows, as well as 3rd party penetration testing, Forma.ai is SOC2 Type 1 & 2 compliant and adheres to strict security controls and standards.
Seamless Data Integrations
Designed to scale with your enterprise, use our fully customizable integrations to load, validate, clean, and transform any volume of data from any source.
Ready to steer your sales performance?
Dynamic incentives are the key to maximizing revenue. Align your sales comp plan with top opportunities in real-time, so your sales reps never miss a great deal.
