Engagement brief
Access & Segregation Review
A targeted look at who can create, approve, and post across finance systems — highlighting toxic combinations and orphaned accounts.
At a glance
- Format
- Focused control review
- Duration
- 2–5 weeks
- Location
- Remote analysis with on-site walkthroughs
- Fee basis
- Fixed fee by system and user population
Next step
Share the processes you want examined and any upcoming board or auditor deadlines. We reply with a scoped proposal.
Request this engagementPurpose
Map create–approve–post paths in your finance applications and identify combinations that let a single person complete a sensitive chain without a second set of eyes.
Deliverable
A segregation matrix for in-scope roles, a list of dormant or generic accounts still active, and recommended compensating controls where full segregation is impractical for a small team.