ISO 27001 is an international standard that defines how organisations must structure, manage, and continually improve their Information Security Management System (ISMS). It is widely recognised as the most rigorous global benchmark for securing sensitive data, especially critical in finance, where documents, payments, contracts, and accounting records must be protected at every stage of a workflow.
At its core, ISO 27001 requires companies to implement a system of controls covering:
- Risk assessment & mitigation, identifying vulnerabilities across infrastructure, processes, and human operations
- Access management, ensuring only authorised users can view or act on sensitive information
- Encryption and data protection across storage, transfer, and processing
- Incident response procedures, audit logging, and continuous monitoring
- Vendor and third-party security, ensuring every integration meets strict standards
For AI systems, ISO 27001 is particularly important because it ensures that automated workflows, document extraction, reconciliation, matching, classification, operate within a secure and controlled environment. Without such a framework, organisations face risks around data leakage, unauthorised access, or inconsistent handling of financial information.
Phacet integrates ISO 27001 principles directly into its architecture. All data processed by Phacet agents runs on a secure, certified AWS infrastructure, with granular permissions, human supervision, full audit trails, and transparent governance layers. This allows finance teams to automate sensitive workflows (invoices, payments, contracts, treasury data) while maintaining the same level of compliance expected from enterprise-grade systems.
For deeper insight into how Phacet applies enterprise-level security and governance to AI workflows, see the product page, which details the platform’s security model, access controls, and auditability features.
