Claura/Documentation/Administration

Administration

Compliance

Claura provides controls and records that support accountable financial operations, but customers remain responsible for evaluating their own legal and regulatory requirements.

Operational records

Source identity, document provenance, review decisions, relationship overrides, export manifests, activity events, and close timestamps provide an auditable operational trail.

Making Tax Digital

Claura can prepare structured records and export packages for accounting workflows. Confirm that your chosen accounting process and downstream software meet current HMRC requirements.

Assurance status

Claura’s public materials state that SOC 2 is in progress. Do not describe Claura as SOC 2 compliant until a current completed report is available.

Not legal or accounting advice

Product documentation explains Claura’s controls and workflows; it does not replace advice from your accountant, auditor, security team, or legal counsel.

CLAURA NOTE

Financial context should stay connected.

Claura keeps the document, conversation, and decision together—so the next person never has to reconstruct the story.

found in Claura documentation · Financial memory