- AllyMatter for Finance & Controls teams
The policies your controls actually rest on
- WHAT THE EXAMINER ASKS FOR
Three Moments This Is Built For
The policy has stakes. The record should show them.
- 01
The Policy With Real Approval Stakes
A delegation of authority needs sign-off that means something: up to four steps, all-or-any rules, names and timestamps on the record.
- 02
Comp Plan Season
Each plan goes out for e-signature bound to the exact version, and the signed record survives the rep’s tenure. The January argument about the March plan ends early.
- 03
Diligence Week
Current versions, approval history, and acknowledgment coverage stay visible. Exports produce the evidence; legal hold freezes records when it matters.
- THE MACHINERY
What does the work
The policy record carries the authorization, access, signature, and export trail.
Approval workflows carry the authorization chain ->
Named, reusable steps with every decision attached to the document
E-signature where financial weight demands it
Use acknowledgment for the rest; both stay bound to the exact version.
Tag-scoped access keeps each plan private
A rep sees their plan, the CFO sees all, and every access change is logged.
Everything exports
Tamper-evident PDF and CSV, ready for auditors and diligence teams.
- FAQS
Frequently asked questions
Can approval thresholds differ by document?
Yes. Each document carries its own workflow: one approver for the travel memo, four structured steps for the delegation of authority.
Who can see the comp plans?
Tags scope access per document. A rep sees their plan; nobody else sees anything. Access changes are themselves logged.
What happens to records under audit or dispute?
Legal hold freezes them, and completed acknowledgments are exempt from normal retention cleanup by design.
- KEEP READING
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The Policy File, Diligence-Ready
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