Netsam

Industries

Finance

Netsam builds and runs web systems, client portals and automation for financial organizations, with the change control, separation of duties and audit trails that support SOX IT general controls.

Discuss Your Project
Three colleagues reviewing financial reports at a conference table

Who we work with

  • Public companies and their finance teams
  • Banks, credit unions and lenders
  • Accounting, wealth and insurance firms
  • Companies preparing for an audit

What we hear

  • Finance teams assemble reports by hand from systems that do not join.
  • Changes reach production without a record of who approved them.
  • Integrations into the ledger are undocumented and owned by whoever built them.
  • Auditors ask for evidence that takes weeks to gather.

What we build

  • Automated reporting and reconciliation

    Scheduled reports and exception streams in place of morning spreadsheets.

    AI & Workflow Automation

  • Client and partner portals

    Secure, role-scoped portals for documents, statements and requests.

    Web & Content Systems

  • Governed integrations

    Owned, documented connections into financial systems, each with a fallback.

    IT Strategy & Consulting

  • Controlled environments and hosting

    Development, staging and production provisioned identically, with approved promotion.

    Hosting & Managed Infrastructure

  • Forecasting and risk models

    Models measured against your current baseline, with drift monitoring.

    AI & Workflow Automation

  • Technology roadmaps

    A fundable plan with decision points a board can approve one phase at a time.

    IT Strategy & Consulting
SOX

Designed to support SOX IT general controls

  • Separate development, staging and production, with promotion only by a named approver
  • Every change logged with who proposed it, who approved it and when
  • Separation of duties between the people who build and the people who release
  • Least-privilege roles with periodic access reviews
  • Documented, owned integrations into financial systems
  • Reconciliation and exception reports on a schedule

SOX compliance belongs to your organization and its auditors. Netsam provides the controls, evidence and documentation your IT general controls rely on.

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