From Conflicting Versions to One Approved Procedure
Compliance and audit-readiness software for regulated financial institutions. SOPure finds and matches every version of a procedure, helps your experts decide, and keeps one approved version current.
Request a demo“Which Procedure Was in Effect, and Who Approved It?”
Procedures pile up in conflicting versions, and review happens over email with no record of who agreed to what.
What Your Team Does by Hand Today
- Find every version, across shared drives and inboxesSOPure automates
- Compare the versions line by lineSOPure automates
- Decide which wording is rightYour experts decide
- Collect review and sign-off from every teamYour approvers sign off
- Keep it current, and prove later who approved whatSOPure automates
Four Steps to One Approved Procedure
Scan and Reconcile
Every version of each procedure, found and matched.
SOPureConnects to the storage and sources you already use, reconciles old, new and draft versions with rule-based matching that gives the same result every time, and shows the gaps on one dashboard.
Your TeamConfirms which sources and procedures are in scope.
AI Compares. Your Experts Decide.
One confirmed text for every section.
SOPureAligns every version section by section, with a timeline of each change. The AI assistant summarizes differences and suggests draft text, and shows the source behind each suggestion.
Your TeamThe assigned expert accepts, edits or rejects every suggestion. Each decision is recorded under their name.
Collaboration With Controlled Access
Every team reviews its own part, and nothing is approved with a question open.
SOPureAssigns each section to dedicated team members, controls who can edit, comment and sign off, and keeps comments on the section they belong to.
Your TeamOwners review their sections. Approvers sign off.
One Approved Version, One-Stop Maintenance
One official version that stays current.
SOPureLocks the procedure for sign-off, publishes it as the one official version, records every change with a timestamp and an approver, and sends review reminders.
Your TeamApproves. Every later change goes through the same review.
How SOPure Is Different
It works alongside the systems you already own, and it makes the procedure itself correct, current and approved.
| The job | Document storage and wikis | Risk, controls and audit tools | SOPure |
|---|---|---|---|
| Store and share procedure files | Yes | No | Connects to your storage |
| Test controls and run audits | No | Yes | Supplies the confirmed procedures they reference |
| Show which of several versions is correct | No | No | Yes |
| Reconcile versions section by section | No | No | Yes |
| Record who confirmed each section, by name | No | No | Yes |
| Show how the final text was approved | No | No | Yes |
Plans and Setup
Choose a plan. A fixed-fee project then sets SOPure up on your procedures.
Subscription
An annual plan sized by the number of procedures you manage.
Usage-Based Plan
A one-time setup, then prepaid credits. Suited to small and mid-sized teams.
Implementation
A fixed-fee project: setup, migration of historical procedures, configuration of control rules and reviewer training. Client-specific features are scoped separately.
Ongoing Specialist Review
Optional periodic review and updating of your procedures by our specialists.
Security and Data
Access by Role
Collaborators, observers and approvers each see and do only what their role allows.
Everything on Record
Every edit and approval carries a name and a timestamp.
Works With Your Storage
SOPure connects to the document storage you already use. It does not replace it.
Specialist-Led, Fixed Fee
A fixed-fee project for finance, tax and internal-audit departments, typically four to eight weeks. Start with a single process area.
In each project, our specialist:
- Reviews your financial controls and compliance procedures, such as SOX controls, tax information reporting and withholding, investor tax reporting and regulatory reporting
- Documents control narratives, reconciliation rules and audit-trail requirements, mapped to U.S. GAAP, SOX, IRS rules and other applicable regulations
- Identifies gaps, rates their risk, and corrects the procedures into one accurate, audit-ready version of each
- Delivers the remediated procedures inside SOPure, so you can keep them current after the project ends
Bring One Messy Procedure
You bring: one procedure with two or more versions. A redacted or sample copy works too.
We show: the versions matched and compared section by section, the suggested text with its sources, and how review, sign-off and the record work.