Fincome is a French fintech startup delivering real-time financial intelligence for B2B companies. Founded in 2021, the company has quickly gained traction — but with a team of fewer than 20 employees, efficiency is critical. As enterprise clients began requesting proof of strong security practices, Fincome needed to pursue SOC 2 compliance without diverting focus from product and growth.

Before partnering with Bastion, Fincome faced several hurdles typical of early-stage, high-growth companies:

• Time constraints, with limited bandwidth to manage complex audit processes
• Client pressure, as a major new customer required them to demonstrate robust data security and compliance maturity
• A lack of internal compliance expertise, particularly around SOC 2 requirements

Despite good security hygiene internally, Fincome lacked the formalized structure and documentation needed for compliance certifications. The team needed a solution that would guide them through the process without becoming a burden.

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Bastion provided an end-to-end compliance solution that combined automated workflows, real-time progress tracking, and personalized support as well as built-in security tools to ensure continuous security and seamless compliance. Key aspects included:

• A dedicated setup for Bastion’s compliance platform, including controls definition, MDM installation, and integrations with cloud providers, source control and internal tools
• Assistance with policy creation and customization, such as Change Management, Incident Response, and HR procedures
• Gap analysis and remediation guidance to help Fincome track, complete, and verify security controls
• Support for client-facing security requests, including maturity questionnaires and data processing agreements

The Bastion team worked closely with Fincome, providing a mix of proactive check-ins, Slack-based collaboration, and expert-led onboarding.

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With Bastion, Fincome achieved SOC 2 compliance without a single exception, all within a matter of weeks. The process resulted in measurable business and operational outcomes:

• Significant time savings, with real-time dashboards and automated evidence gathering
• Spotless audit report, with all controls validated and documentation in place
• Reassured an enterprise prospect, thanks in part to rapid compliance progress

With Bastion, Fincome not only achieved SOC 2 compliance but also strengthened its long-term security posture. Today, the team is well-positioned to expand into larger markets with the trust and transparency their clients demand.

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