SOC 2 · Finance & SaaS

SOC 2 readiness, without the year-long scramble

A SOC 2 report is increasingly the price of doing business with serious clients. AiVigil builds the controls, runs them, and gathers the evidence continuously — so when the auditor arrives, you're ready.

Plain English

What SOC 2 actually requires

SOC 2 is built on the AICPA Trust Services Criteria. Security is always in scope; the rest you add based on what you promise customers.

Security (the common criteria)

Access control, MFA, change management, network and endpoint security, and monitoring. This is the backbone every SOC 2 audit tests.

Availability

If you promise uptime, you need monitoring, capacity planning, tested backups and a disaster-recovery plan to back it up.

Confidentiality & Privacy

Classification, encryption and access controls over confidential data, plus handling commitments where personal data is involved.

Processing Integrity

Where relevant, evidence that your systems process data completely, accurately and on time.

Evidence over a period (Type II)

For a Type II report, controls must demonstrably operate over an observation window — so logs, reviews and tickets must be captured continuously, not assembled afterward.

Common gaps

Where firms actually struggle

SOC 2 rarely fails on the design of controls — it fails on operating them consistently and proving it.

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Controls that don't run

Policies on paper that aren't actually enforced day to day.

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No access reviews

Joiner/mover/leaver access never reviewed, so ex-staff keep accounts.

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Thin evidence trail

No logs, tickets or screenshots to prove a control operated across the window.

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Unmanaged vendors

No record of the subprocessors and tools that touch client data.

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Ad-hoc change management

Changes pushed with no approval or record — a classic Type II finding.

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Last-minute panic

Trying to reconstruct months of evidence in the weeks before the audit.

How AiVigil helps

How we get you SOC 2 ready

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Scope & gap analysis

We map the right Trust Services Criteria to your commitments and show exactly where you stand.

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Access management

MFA, least privilege and scheduled joiner/mover/leaver reviews — with the evidence captured automatically.

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Continuous evidence

Logging, monitoring and ticketing set up so controls generate evidence across the whole observation window.

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Security controls, managed

EDR, change management, network and endpoint security — run by us, not left for your team to maintain.

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Policies that match practice

Written policies aligned to what actually happens, so auditors find no gap between paper and reality.

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Audit liaison

We work alongside your CPA assessor and hand over organized evidence throughout the engagement.

Free download

Get the SOC 2 readiness checklist

A plain-English self-assessment of the Trust Services Criteria controls and evidence a SOC 2 auditor will test — so you can close gaps before the observation window starts.

Trust Services CriteriaAccess reviewsEvidenceType II

Download the checklist

Built for finance

SOC 2 is how FinGuard runs your IT

Our finance bundle runs the controls and captures the evidence SOC 2 demands — so accounting, advisory and finance firms can answer a client security questionnaire without flinching.

Book a free risk assessment

Go deeper

FAQ

SOC 2 questions, answered

The basics

What's the difference between SOC 2 Type I and Type II?

Type I assesses whether your controls are suitably designed at a point in time. Type II tests whether they actually operated effectively over a period — usually three to twelve months. Most clients ask for Type II, which is why continuous, evidenced controls matter.

Does AiVigil issue the SOC 2 report?

No. A SOC 2 report can only be issued by a licensed CPA firm. We handle readiness: we build and run the controls, gather the evidence continuously, and support you through the audit so the assessor finds you prepared.

Scope & timing

Which Trust Services Criteria do we need?

Security (the common criteria) is always in scope. Availability, Confidentiality, Processing Integrity and Privacy are added based on what you promise customers. We help you scope the right set so the audit fits your commitments.

How long does SOC 2 readiness take?

Getting controls in place is typically weeks; a Type II then requires an observation window during which those controls run and generate evidence. We get you ready fast and keep the evidence flowing through the window.

Be SOC 2 ready before the questionnaire lands

Book a free IT & security risk assessment — or grab the SOC 2 readiness checklist to see where you stand today.

Download the checklist