AI Governance for Finance

Integrate AI with financial systems while limiting risk and sprawl.

Natoma provides a verified MCP server library and supports custom MCP deployments across cloud, desktop, and on-prem environments.

Connect AI clients and agents to:

ERP systems (SAP, Oracle, NetSuite)
FP&A tools and budget systems
Data warehouses (Snowflake, Redshift)
Payroll platforms (Workday, ADP)
Internal financial workflows and reporting

Centralized configuration layer. No unmanaged integrations. No shadow tool access.

Eliminate the risk before it becomes systemic.

Key Capabilities

Verified MCP server library
Custom MCP servers (cloud and self-hosted)
Support for ERP, FP&A, payroll, data warehouse, and BI systems
Centralized configuration endpoint

Roll out governed access across finance in minutes, not quarters.

Standardize AI tool access using Profiles — predefined, role-based toolkits aligned to finance functions such as FP&A, accounting, treasury, audit, and procurement.

Distribute access across approved AI clients and agents through a single managed Natoma endpoint. Expand from controlled pilots to department-wide deployment without configuration drift or manual rework.

Key Capabilities

Role-based Profiles (finance-aligned toolkits)
One managed endpoint for all enabled connections
Department-level rollout controls
Controlled pilot → function → enterprise expansion

Enforce financial controls across every AI interaction.

Finance requires strict access control and policy enforcement.

Natoma centralizes authorization for AI tool usage, allowing teams to define who can access which financial systems — and under what conditions — using granular, attribute-based policies powered by Cedar.

Apply identity-aware and context-aware enforcement across users, devices, apps, and environments.

The user in ChatGPT only sees what they'd see if they logged into NetSuite or SAP directly. No privilege escalation. No unscoped access.

Key Capabilities

Managed credentials or BYO credentials
Identity-aware access controls
Attribute-based authorization (Cedar)
Context-aware enforcement (user, group, device, and AI client)
Tool-call-level authorization and audit trail

Maintain visibility, auditability, and compliance.

Natoma provides a complete audit trail of AI tool access and activity across financial systems.

Detect unauthorized or unmanaged AI usage. Bring it under governance. Integrate visibility into your existing security stack.

Support audit readiness, regulatory compliance, and internal control frameworks without slowing innovation.

Your security team gets to see: what the agent did, what it tried to do and got blocked by policy, and what it ended up doing instead.

Key Capabilities

Centralized activity logs and audit trail
Shadow AI discovery and control
Endpoint visibility via desktop app
Integration with EDR, MDM, and security platforms
Audit export for compliance reporting

Put AI to work across finance

From tightly controlled pilots to organization-wide finance transformation, Natoma enables secure, scalable adoption of AI across financial operations.

AI-assisted financial analysis and planning
Governed ERP access for AI assistants
Secure AI access to payroll and compensation systems
Policy-based controls for FP&A agents and budget tools
Audit-ready AI tool governance for regulatory compliance

Built for IT & Security

Enterprise-ready by design.

SSO & SCIM

Identity federation and automated provisioning across your organization.

Audit export

Complete activity logs exportable for compliance and regulatory reporting.

On-prem ready

Deploy in air-gapped or private cloud environments without compromise.

Cedar authorization

Granular, attribute-based policies enforced at every tool call.

Built to scale

Architecture designed for large enterprise deployments from day one.

Also built for

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Manufacturing

Unlock the future of manufacturing efficiency with governed AI access to industrial systems.

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Retail & Hospitality

Agentic AI that grows loyalty as well as sales across every location and channel.

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Healthcare

Bring AI to the clinical frontlines and the hospital back office under HIPAA-compliant governance.

Frequently-Asked Questions

How does AI help with regulatory compliance in banking?

AI automates compliance monitoring by continuously scanning regulatory updates, mapping requirements to internal policies, flagging gaps, and generating audit-ready reports for frameworks like SOX, FINRA, GDPR, and Basel III. Natoma enables financial institutions to connect AI to core banking systems, risk platforms, and compliance databases through governed pipelines that maintain detailed audit trails of every data access and decision support action.

Does Natoma support SOX compliance for financial reporting?

Yes, Natoma provides SOX-compliant controls including role-based access restrictions, change management audit trails, segregation of duties enforcement, and detailed logging of all system interactions for financial reporting processes. Enterprise deployments include custom data retention policies, immutable audit logs suitable for external auditor review, and integration with GRC platforms to demonstrate internal control effectiveness under SOX Section 404.

How can AI improve risk management in banks?

AI enhances risk management by analyzing vast datasets to identify credit risk patterns, predict loan defaults, detect fraud in real-time, model market volatility, and stress-test portfolios under various scenarios. Natoma connects AI agents to internal risk models, market data feeds, and analytical tools, enabling risk officers to query systems conversationally while maintaining segregation of duties and approval workflows for sensitive operations.

How does Natoma prevent unauthorized trading or transactions?

Natoma enforces policy-driven access controls that prevent AI agents from executing high-risk financial operations without explicit authorization and approval workflows. Administrators can block specific tool functions (like trade execution, wire transfers, or account modifications), require multi-factor authentication for sensitive actions, set transaction limits per user/role, and receive real-time alerts when AI attempts unauthorized operations.

Can AI analyze financial data across core banking systems?

Yes, Natoma connects AI to major core banking platforms (Fiserv, FIS, Temenos, Jack Henry) and analytical systems through secure MCP servers with OAuth authentication. This enables unified data analysis across deposits, loans, payments, and customer relationship systems while maintaining data lineage, enforcing field-level access controls, and ensuring AI cannot modify production financial records without proper authorization and workflow approval.

What security features protect financial data in Natoma?

Natoma implements end-to-end encryption for data in transit and at rest, enforces multi-factor authentication and SSO integration, applies DLP filters to block sensitive PII and account numbers, maintains detailed audit trails with tamper-proof logging, and provides granular controls to prevent lateral movement and privilege escalation attacks.

How does Natoma eliminate Shadow AI risks in finance?

Natoma discovers every MCP connection running in your organization (averaging 225 per enterprise) and provides centralized visibility into who is accessing what financial systems. Administrators can bring unmanaged connections under governance or block them entirely, preventing data leakage and ensuring all AI interactions comply with institutional policies.

Secure, governed AI for modern finance teams.

Integrate AI with financial systems while limiting risk and sprawl.

Roll out governed access across finance in minutes, not quarters.

Enforce financial controls across every AI interaction.

Maintain visibility, auditability, and compliance.

Put AI to work across finance

Enterprise-ready by design.

Frequently-Asked Questions

Ready to secure your AI deployment?

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