Compliance isn’t just a job. It’s the firewall between your firm and an SEC enforcement action.

We built EZ Audit for the CCOs who live that reality every day, juggling siloed tools, drowning in false positives, and quietly praying the next SEC sweep doesn’t catch that one rogue text thread.

You don’t need another dashboard. You need a system that thinks like a regulator, configures itself in 30 minutes, and gives you a single source of truth across every channel, every risk vector, every day.

That’s EZ Audit.

We’re not here to dazzle you with AI buzzwords or promise unicorn automation. We’re here to cut your review time in half, archive everything from iMessage to TikTok, and make “no findings” the default outcome. All without forcing you to babysit a migration project.

What makes us different?

 ✨✨✨ Auto-magical setup. One-click onboarding, zero IT lift.

📱💻✉️ From podcasts to WhatsApp, we archive what others miss.

 ✨✨✨ Real AI, not noise. 90% fewer false positives. Actual signal.

 📝📝📝 Exam in a click. Every policy, control, and evidence trail, ready for your next SEC request.

You already know what’s at stake: your name on a deficiency letter, your board on edge, your team at a breaking point.

EZAUDIT EZAUDIT We can’t make compliance fun.

EZAUDIT EZAUDIT But we can make it easy.

EZAUDIT EZAUDIT Audit after audit.

BIG PICTURE

Create impact with real data

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Results
Results
DETAILS

Customize metrics to create your story

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POWERFUL FEATURES

Here’s all the good stuff

Reliable system

From direct integrations with card networks and banks to checkout flows in the browser, we operate on and optimize at every level of the financial stack.

50+ integrations

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Intelligent optimizations

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Intuitive design

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PEOPLE

Meet our team

Danielle Santiago

Co-founder
CEO

Nicole Lu

Co-founder
CTO

Anthony Barr

Executive Director
COO

Holly Reyes

Creative Director

Gabriel Lewis

Product Lead

Theo Patel

Senior Developer

One tool for all your metrics