Compliance / Roadmap

SOC 1-Aligned Workflow Automation

Automate financial controls, approvals, and audit-ready evidence.

Generate SOC 1 workflows Get notified when this ships

GDPR — native, EU-based SOC1 — on our roadmap

Not a certification claim — start with what's live today. See exactly what's built vs. planned on our Trust Center.

What SOC 1 covers

SOC 1 focuses on internal controls over financial reporting (ICFR) — the processes a service organization uses to make sure financial data flowing through its systems is accurate, authorized, and traceable. Any workflow that touches invoices, approvals, reconciliation, or financial documentation is in scope, and needs to follow SOC 1-aligned processes: who can approve what, what evidence proves it happened, and how that evidence is preserved for an auditor.

How Chasa supports SOC 1

Several of the building blocks SOC 1 testing looks for are already live in Chasa today for accounts receivable — marked accordingly below. SOC1-specific packaging on top of that foundation is what we're building next. See the full picture on our Trust Center.

Live today (approvals) Financial Control Automation Chasa already requires human review and approval before any invoice chase is sent — nothing goes out unauthorized. Broader reconciliation and financial-document routing automation across your wider stack is on our roadmap.

Live today Evidence-Ready Audit Trails Every AR chase in Chasa is logged with a timestamped, versioned history — who drafted it, who approved it, and when it went out. That's the audit trail an ICFR reviewer wants to see today.

Live today Segregation of Duties Role-based Owner, Admin, and Member permissions control who can send chases, edit templates, connect integrations, or manage billing — the access separation SOC 1 control testing checks for.

Partially live Controlled Document Flows Aging reports and webhook activity already give you a traceable, timestamped path for AR documents today. Extending that same traceability across every financial document type is roadmap work.

Live today Integration Logging Outbound webhooks are HMAC-signed and logged, so every interaction with your accounting system (QuickBooks, Xero, CSV import, Zapier) can be verified after the fact — what synced, and when.

Example SOC 1 workflows

Workflow patterns Chasa's approval-and-logging foundation supports today or is being extended to cover:

Invoice approval chain with segregation of duties: a chase is drafted, routed to an approver in a different role, and only sent once approved.
Financial reconciliation workflow: matching AR activity against accounting-system records with a logged trail of who reviewed it.
Month-end close documentation workflow: collecting the approvals and activity logs that support close procedures.
Evidence-export workflow: pulling timestamped chase history and webhook logs into a package an auditor can review.
Vendor-invoice processing workflow: routing incoming vendor invoices through review and approval before payment.

Why teams choose Chasa

Automated financial controls

Complete audit trails

Reduced manual compliance work

Enterprise-grade security

Generate SOC 1-aligned workflows now

Start with what's live — approval-before-send, role-based access, and audit trails — free. SOC1-specific evidence packaging is on the roadmap above.

Generate SOC 1-aligned workflows now Get notified when this ships

Have an audit deadline? Talk to us about your timeline

Compliance overview → All frameworks we're building evidence automation for. SOC 2 workflow automation → Reviewer approvals and evidence exports for SOC2. SOX AR evidence automation → Immutable, timestamped AR activity logs for auditors. GDPR compliance → Data minimization, subprocessors, and EU jurisdiction — live today.