Trust · Security
How your data moves - and what we do not claim
A visual map of the control path, with every factual claim preserved from our prior Security page.
- Your data
- Encrypted connection (TLS)
- MizuAlign API
- Tenant isolation
- PostgreSQL + RLS
- Encrypted storage
Matches the control path described in the claims below - presentation only; claim wording is unchanged.
Claim status
- Implemented
- Configuration Required
- Not Yet Certified
What this product is
Scope of the product - not a custody or money-transmission service.
- Implemented
MizuAlign is bookkeeping and financial analysis software. We help you record, close, and understand your finances.
- Implemented
We do not hold, custody, or transmit your operating funds. Plaid provides read-only bank data for balances and transactions. Stripe on this site bills for the MizuAlign subscription only.
Controls that are true today
Controls we operate now - session auth, tenant scoping, TLS, and related safeguards.
- Implemented
API routes authenticate sessions and scope data by tenant and user. Automated IDOR tests cover cross-tenant denial for core financial resources.
- Implemented
PostgreSQL tenant tables have row-level security policies. Application queries also filter by tenant or user identity.
- Implemented
Sensitive secrets such as bank access tokens and SSO credentials are encrypted with AES-256-GCM using an application encryption key before storage. This is not per-tenant key management.
- Implemented
Data in transit uses TLS to our cloud hosts. Hosted PostgreSQL storage uses provider-managed encryption at rest.
- Implemented
Auth and bank-sensitive rate limits fail closed when the Redis rate-limit backend is unavailable. Stripe webhook handlers verify Stripe signatures before processing events.
- Implemented
Enterprise plans include SAML/OIDC SSO, an append-only audit history with CSV export, and a retention purge job for aged audit events.
Honest gaps (not yet true)
Certification and accounting sign-off gaps we disclose explicitly.
- Not Yet Certified
We are not SOC 2 Type I or Type II certified. A formal Type I audit engagement has not been signed - status is not yet engaged (PD-013). No invented customer quotes or press logos.
- Not Yet Certified
Multi-entity consolidation totals remain under accounting review until FX translation and intercompany eliminations are signed off. Previews are available; signed group books are not claimed.
- Configuration Required
Enterprise pilots and procurement-ready billing are available through sales for teams that need guided rollout.
Encryption & data protection
Transit, at-rest provider encryption, selected-secret encryption, and data rights.
- Implemented
In transit: TLS to application and database endpoints.
- Implemented
At rest: provider-managed encryption for hosted PostgreSQL. Application-layer AES-256-GCM protects selected secrets such as bank tokens and SSO credentials.
- Implemented
We do not sell customer data. You can export or delete your account from Settings → Account. Application and auth data are purged immediately after password confirmation; residual backups follow the privacy-policy retention schedule (there is no separate 30-day hard-delete job).
SSO & identity (Enterprise)
Enterprise SSO is available; identity-provider setup still has to be completed in your workspace.
- Configuration Required
Enterprise workspaces include a SAML 2.0 and OIDC setup wizard for Okta, Microsoft Entra ID, and Google Workspace. Login still has to be configured and tested with your identity provider.
- Configuration Required
Admins configure identity providers in Settings → Security → SSO after a workspace is provisioned. Optional enforcement can require SSO instead of password login.
- Configuration Required
Consumer Google sign-in (when enabled) uses MizuAlign’s own OAuth + app JWT flow - not Clerk.
Audit log (Enterprise)
Append-only admin history with export; retention and legal hold are policy-configurable.
- Implemented
Enterprise includes an append-only history of security and admin events - SSO changes, role updates, exports, and settings modifications.
- Implemented
Compliance teams can filter by actor, event type, and date range, then export to CSV (paginated with cursor for auditor-scale ranges).
- Configuration Required
A retention cron can purge events older than the configured policy window. Legal hold (AUDIT_LEGAL_HOLD) blocks purge.
White-label & custom domains
Brand and domain replacement for agencies and MSPs after configuration.
- Configuration Required
Agencies and MSPs can replace MizuAlign branding with their own logo, colors, and custom domain (CNAME).
- Configuration Required
Configure white-label settings in Settings → White-Label. Client-facing portal pages inherit your brand.
Client portal
Magic-link client portal - enabled through workspace portal settings.
- Configuration Required
Branded client portal with magic-link authentication - no password required for clients.
- Configuration Required
Share invoices, proposals with e-sign, and Pay Now flows. Portal settings live under Settings → Portal.
Workflow automation & webhooks
Automation endpoints ship with the product; non-Stripe inbound webhooks need configured secrets.
- Implemented
Event-driven automation with delays, retries, and outbound webhooks integrates MizuAlign into your finance stack.
- Implemented
Developer settings include Zapier-compatible endpoints, webhook CRUD, and API keys.
- Configuration Required
Inbound Stripe webhooks verify signatures. Other provider webhooks require configured secrets before they are accepted.
Compliance posture
Published controls are not a custody license or a security certification.
- Implemented
MizuAlign publishes the controls it currently operates - transport encryption, tenant-scoped API access, Enterprise SSO configuration, and audit history. These controls are not a custody license or a security certification.
- Implemented
Security questionnaires and procurement packages: hello@mizualign.com.
Sub-processors
Vendors that help deliver the Service. Optional vendors apply only when configured.
- Implemented
MizuAlign uses the following sub-processors to deliver the Service. Optional vendors apply only when that integration is configured. Enterprise customers may request an updated list at hello@mizualign.com.
- Implemented
We do not use Clerk. Consumer Google login (when enabled) is handled by MizuAlign’s own OAuth integration.
- Vercel - Application hosting and edge delivery for the MizuAlign web app
- Supabase - PostgreSQL database hosting and related auth infrastructure
- Stripe - MizuAlign subscription billing - not custody of customer operating cash
- Plaid - Read-only bank and card account connectivity
- MX (optional) - Bank connectivity fallback for institutions not covered by Plaid
- Resend - Transactional and operational email delivery
- Upstash - Redis used for distributed rate limiting and related operational keys
- Anthropic (optional) - Optional financial intelligence and categorization features when enabled
- Sentry (optional) - Error monitoring when a DSN is configured
- Amazon Web Services (S3) - File and document storage for customer-uploaded receipts, attachments, and generated documents
Multi-entity books
Entity setup is configurable; consolidated group totals remain under accounting review.
- Configuration Required
Finance teams can maintain separate legal entities with base currencies and a consolidation hierarchy.
- Configuration Required
Configure entities under Settings → Legal Entities. Transactions and reports can be scoped per entity.
- Not Yet Certified
Consolidated group totals are available as a preview and remain under accounting review until FX translation and intercompany eliminations are signed off.
Tracking dimensions
Class, location, department, and custom segments after workspace configuration.
- Configuration Required
Add class, location, department, and custom segment tags for granular reporting and budget overlays.
- Configuration Required
Manage dimensions under Settings → Tracking Dimensions and apply them across expenses and budgets.
E-sign proposals
Proposal sharing and e-signature from the workspace.
- Implemented
Create proposals in the workspace and share a secure public link for client review and e-signature.
- Implemented
Signed proposals are stored with the proposal record. Send links from Proposals in your dashboard.
Security contact
Report a vulnerability or request a security review: security@mizualign.com
Enterprise procurement and DPA requests: hello@mizualign.com