SOC 2-Compliant Finance & Payments Vendors

Finance & Payments vendors are evaluated against SOC 2 when they handle the workflows this framework governs. Currently, 22 vendors in our Finance & Payments category hold SOC 2 certification and 3 hold it partially or conditionally. Each listing below links to the vendor's full compliance profile.

Finance & Payments vendors that hold SOC 2 certification

Ramp logo

Ramp

7/32

Corporate cards, spend management, and bill pay platform.

QuickBooks Online logo

QuickBooks Online

7/32

Cloud accounting and bookkeeping software for small and mid-sized businesses, from Intuit.

Zuora logo

Zuora

7/32

Subscription management, billing, and revenue platform for recurring-revenue businesses.

Sage Intacct logo

Sage Intacct

6/32

Cloud financial management and accounting platform for mid-sized businesses.

Airwallex logo

Airwallex

6/32

Global business finance and payments platform (cross-border payments, cards, treasury).

Stripe logo

Stripe

5/32

Online payment processing and financial infrastructure platform for internet businesses.

Report confidential; available under NDA

PayPal logo

PayPal

5/32

Online payments platform enabling money transfers and merchant payment processing.

Marqeta logo

Marqeta

5/32

Card issuing and payment processing platform.

Brex logo

Brex

4/32

Corporate cards, spend management, and banking for startups.

Expensify logo

Expensify

4/32

Expense management and corporate card platform for businesses.

Chargebee logo

Chargebee

4/32

Subscription management and recurring billing platform.

Melio logo

Melio

4/32

B2B accounts payable and bill payment platform for small businesses.

Recharge logo

Recharge

4/32

Subscription management and recurring billing platform for e-commerce.

Xero logo

Xero

3/32

Cloud-based accounting software for small businesses and their advisors.

Type II

Adyen logo

Adyen

3/32

Global payments platform and processor.

Plaid logo

Plaid

3/32

Financial data connectivity and open banking API platform.

Bill.com logo

Bill.com

2/32

Accounts payable and accounts receivable payments platform.

Divvy logo

Divvy

2/32

Spend management and corporate card platform, acquired by Bill.com in 2021 (now BILL Spend & Expense).

Via BILL

TaxJar logo

TaxJar

2/32

Sales tax calculation, reporting, and filing automation platform, owned by Stripe.

Bench Accounting logo

Bench Accounting

2/32

Online bookkeeping service for small businesses.

FreshBooks logo

FreshBooks

1/32

Cloud accounting and invoicing software for small businesses and freelancers.

Vendor press release cites SOC 2 Type 1 certification completed; ongoing Type 2 status not confirmed on the main security page

Avalara logo

Avalara

1/32

Tax compliance automation platform for sales tax, VAT, and cross-border commerce.

Covers AvaTax, Managed Returns, Returns for Accountants, Exemption Certificate Management

Pilot.com logo

Pilot.com

1/32

Outsourced bookkeeping, tax, and CFO services for startups and small businesses.

LawPay logo

LawPay

1/32

Online payment processing platform for law firms, part of AffiniPay (8am).

Covered under parent company 8am/AffiniPay's SOC 2 program

Tipalti logo

Tipalti

0/32

Global accounts payable and mass payments automation platform.

Referenced in third-party compliance directories; no first-party page confirming was found

These finance & payments vendors do not currently hold SOC 2 certification:

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Data sourced from public trust centers. Not legal or compliance advice.

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