Security and trust, in every dollar and decision
Ora is built with institutional controls for access, data protection, and monitoring—so finance teams get both speed and safety on one platform.
Security posture
• Healthy98/100
0 critical findingsRole-based access
42 members · 6 roles
MFA & SSO
SAML · enforced org-wide
Encryption
AES-256 at rest · TLS 1.3
Access reviews
Quarterly · due in 12d
Least privilege
Role-based access by default
AES-256
Encryption at rest, TLS 1.3 in transit
99.99%
Platform availability target
<15 min
Critical incident response
Security shouldn't be bolted on after the fact
Most teams secure money movement with shared logins and good intentions. Ora makes control the default, not an afterthought.
Access scattered across tools
Shared logins to bank portals, card tools, and payroll mean no roles, no least-privilege, and no single place to revoke.
Bank portal
Shared login
No roles
Card tool
Shared login
No roles
Payroll
Shared login
No roles
Audits become a scramble
When an auditor or advisor asks who did what, evidence is stitched from screenshots, spreadsheets, and email threads.
Auditor request: access log
Q2 · 6 tools to reconcile
Screenshots · spreadsheets · email
Standing access nobody reviews
Former contractors and ex-employees keep credentials for months because deprovisioning lives in someone's memory.

Confidence comes from control you can see.
Access, data protection, and a complete activity record—on one quiet, defensible surface.
One control plane for access, data, and activity
Permissions, protection, and monitoring live together—so trust is something you can demonstrate, not just claim.
Owners
Full access · 2
Finance
Move money · approve · 6
Operations
Initiate · view · 14
Viewer
Read-only · 20
Least-privilege by default · reviewed quarterly
Institutional controls, operator simplicity
Bank-grade security that stays out of the way—configured once, enforced every time money moves.
Role-based access
Scoped permissions and least-privilege defaults so people see and move only what their role allows.
Finance
Move money · approve
Operations
Initiate · view
Viewer
Read-only
SSO and SCIM
Enforce SAML single sign-on org-wide and auto-deprovision access the moment someone offboards.
SAML SSO
Okta · enforced org-wide
SCIM provisioning
Auto deprovision on offboard
Encryption everywhere
Data is encrypted in transit and at rest, with managed keys rotated on a defined schedule.
In transit
TLS 1.3
At rest
AES-256
Keys
KMS · rotated
Secrets
Vault
Complete audit trails
Every login, role change, and money movement is recorded and exportable when finance or auditors ask.
- Policy updatedMay 21
- Role changedMay 20
- Export · advisorMay 19
Continuous monitoring
Anomalous activity is surfaced and routed for review in real time—not discovered at month-end close.
Unusual transfer caught · routed for review
From access request to review-ready
A calm path from granting access to proving it—no spreadsheets, no end-of-quarter scramble.
Finance
Operations
New hire · M.R.
Assign
Provision the right access
Assign roles from sensible defaults and provision through SCIM so the right people get the right scope from day one.
MFA required
Org-wide
Dual control
>$250K
IP allowlist
Admin
Enforce policy automatically
MFA, dual control, and IP rules apply at the moment of action—no reliance on people remembering the policy.
Evidence
Review-ready
- Access log · complete
- Policy history · versioned
- Export · one click
Prove it on demand
Hand auditors and advisors a complete, versioned record with one export instead of a multi-week evidence hunt.
Control you can see
Every control comes with the detail behind it—so you always know how your data and money are protected.
A clear view of how your data is protected
Control
Encryption in transit & at rest
Implementation
TLS 1.3 · AES-256 · KMS
Monitoring
Continuous · access reviews
A complete, exportable activity record
- Policy updatedMay 21
- Role changedMay 20
- Export · advisorMay 19
Documented response and continuity
SAML SSO
Okta · enforced org-wide
SCIM provisioning
Auto deprovision on offboard
How we protect your data
Security controls built into every layer of Ora today—with formal certifications like SOC 2 on our near-term roadmap.
Role-based access control
Scoped permissions and least-privilege defaults so people reach only what their role requires.
Encryption in transit & at rest
AES-256 at rest and TLS 1.3 in transit, with managed keys rotated on a defined schedule.
SSO & MFA enforcement
Enforce SAML single sign-on and multi-factor authentication across your whole organization.
Continuous monitoring
Anomalous sign-ins and transfers are flagged and routed for review in real time.
Data residency options
Regional data handling that meets your obligations across the markets you operate in.
KYC / AML onboarding controls
Identity and anti-money-laundering checks built into onboarding from the first day.
Have a security question?
Talk to our team about our controls, data handling, and security roadmap—including planned certifications.
Operate with confidence on a platform built to be trusted
Join the waitlist for Ora—banking, spend, payments, and intelligence with institutional controls on every action.