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.

MizuAlign is bookkeeping and analysis software-not a bank or custodian. System status

Data path for workspace financial data
  1. Your data
  2. Encrypted connection (TLS)
  3. MizuAlign API
  4. Tenant isolation
  5. PostgreSQL + RLS
  6. 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