Security by Design: How Doyen Approaches Secure Financial Data Migrations
Doyen was designed with a security‑first mindset from day one. While we believe AI can dramatically improve the speed and accuracy of financial migrations, we also recognize that migrations involve some of the most sensitive and valuable data a business has. Security is therefore foundational. Below we outline how Doyen is architected and the concrete measures we take to keep customer data safe throughout a migration.
Per‑Migration Isolation
Every Doyen migration runs in its own dedicated infrastructure environment. Code is generated specifically for that migration and is not reused across customers or projects. This isolation sharply limits blast radius and ensures your financial data never co‑mingles with another customer’s.
Data Exists Only When Needed
Customer data lives only inside the migration instance. It is used solely to complete the migration, validate results, and reconcile totals. Once the migration is complete, the environment, and the data inside it, is deleted. No long‑lived copies or lingering artifacts.
Purpose‑Built Access Controls
Doyen uses role‑based access control (RBAC) so people see only what they need to see:
- Customer roles to review and approve mappings (e.g., chart of accounts)
- Project managers to oversee execution
- Read‑only roles for audit and review
This keeps sensitive financial data tightly scoped and auditable.
SOC 2 Type II Compliant
Doyen is SOC 2 Type II compliant, independently validating that our controls operate effectively over time. This matters for both security teams and also CFOs who need confidence that controls are real, tested, and repeatable.
Built for Finance
Many migration tools treat security as an operational afterthought. Doyen treats security as a design constraint. Infrastructure isolation, short‑lived data, strict access controls, and audited processes are all intentional choices.
Bottom line: Doyen takes security seriously. We’ve engineered migrations so your data is protected by architecture. If you have more questions around how Doyen approaches security please reach out at security@doyen.com.