vertical-finance

To prepare finance ERP data for a SOX audit, you need a substrate that preconfigures memory categories, ERP connectors, and retention rules. This pack maps Workday, NetSuite, and SAP Finance data to typed categories like sox-control and audit-evidence for continuous audit readiness.

Consolidating audit evidence ahead of an external audit requires staging decisions and journal entries under drafts/finance. This pack provides a manual merge workflow and nine typed-memory categories to organize counterparty data and control evidence for controller review.

Yes, this finance substrate supports ready-to-use integration connectors for Workday, NetSuite, and SAP Finance. These connectors align data ingestion with SOX and SEC regulatory requirements to streamline CFO onboarding and internal audit processes.

Yes, you can use preconfigured retention rules to manage SEC compliance across jurisdictions. The pack applies default retention settings per SOX and SEC jurisdiction requirements directly within the finance memory categories to ensure audit-ready operations.

To start the finance onboarding and review workflow, run /vertical-finance init to stage drafts under drafts/finance. This initializes the nine typed-memory categories and manual merge workflow needed to begin consolidating audit evidence.

Mapping journal entries and counterparties requires typed-memory categories with frontmatter contracts. This pack provides nine categories, including journal-entry, counterparty, deals, and sox-control, ready to map directly to real-world finance workflows.