Forma.ai for SOX Compliance

# Enterprise-grade 
security and compliance

Built for the enterprise, Forma.ai offers several key features and controls to assist in meeting Sarbanes-Oxley (SOX) Act compliance requirements.

Why Forma.ai for SOX Compliance

Forma.ai’s sales performance management (SPM) solution is purpose built to support the needs of evolving enterprises, including financial reporting and compliance needs. In particular, Forma.ai offers security features, permission controls, and an audit trail to assist customers in meeting Sarbanes-Oxley (SOX) Act compliance requirements.

Immutable audit trail for all changes

All changes are managed through Forma.ai’s ticketing system. For every single change, there is an immutable record of who made the change, who approved it, and the estimated financial impact at time of change.

Customized access with granular permissions

Any number of user access profiles can be configured based on your specific access needs. Users can control permissions at the most granular levels, such as read/write access for specific data fields.

Compliance controls for every change

Create and manage the right guardrails to meet your compliance needs. Easily configure permissions for enacting changes, control who can access what data, establish appropriate approvals for each type of change, and much more.

Protection and security for the most sensitive data

In addition to end-to-end encryption and firewalls to protect all data inflows and outflows, as well as 3rd party penetration testing, Forma.ai is SOC2 Type 1 & 2 compliant and adheres to strict security controls and standards.

They’re hitting quota - are you?

"With our old system, it wasn’t even possible to structure plans around strategic objectives—we had to design everything around its limitations. Forma.ai is the polar opposite. Now, the plan follows the strategy—not the other way around.”

Americas SIP Leader, Global Business Service Operations
— Global MedTech leader

"Forma.ai provides flexibility like no one else in the category. With their real-time modeling, I can apply any idea I have against last year’s data to see how much it would cost and what it could actually achieve."

Dr. Robert Bieshaar
Sr. Director, Worldwide Incentive Compensation, Autodesk

Seamless Data Integrations

Designed to scale with your enterprise, use our fully customizable integrations to load, validate, clean, and transform any volume of data from any source.

Ready to steer your sales performance?

Dynamic incentives are the key to maximizing revenue. Align your sales comp plan with top opportunities in real-time, so your sales reps never miss a great deal.

Product Overview

AI-powered software built to optimize and run sales compensation.

Run: Deploy and Manage

Everything your enterprise needs to run an agile sales comp process - from data to dashboards and everything in between.