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Audit Trail for Credit Union Compliance

Our intranet audit trail helps credit unions maintain clear documentation of internal activity - from policy changes to form submissions. Everything is tracked automatically and accessible when you need it most.

Why It Matters

  • Simplifies exam preparation for NCUA and internal audits
  • Builds confidence with transparent change tracking
  • Supports a culture of accountability and process integrity

What's Captured

  • Form submissions and workflow activity
  • Policy and document edits with user/time stamps
  • Login times and intranet usage
  • Role-based changes and approvals

Search and Retain with Confidence

Admins can search logs by date, user, or action - providing quick answers when auditors come calling. Logs are encrypted and integrated into your security framework.

Built for NCUA Expectations

  • Prepare documentation in minutes instead of weeks
  • Prove consistency in your internal procedures
  • Reduce manual effort across departments

Explore Related Features

 
 
 
 
On-Prem or Hosted
 
On-Prem or
 
Hosted
✓ Cloud Hosted.
✓ On Premise.
✓ Self-Hosted.

Choose what
fits your FI.
Audit Ready
 
Audit
 
Ready
✓ Documentation.
✓ Documentation.
✓ More Documentation.

Auditors and examiners love
documentation and exports,
the software abides.
Microsoft Integrated
 
Microsoft
 
Integration
✓ Entra AD.
✓ Teams.
✓ Office 365 Email.

Fully integrated.
 
Smart AI Search
 
AI-Assisted
 
Search
Smart, intent-based
search - powered by
AI. No training. No
exposure. Your data
stays private.
Policy Tracking
 
Policy
 
Tracking
Be ready for auditors
and examiners by
tracking those policy
acknowledgements.
Smart Workflows
 
Smart
 
Workflows
✓ Onboarding.
✓ Offboarding.
✓ Audit Exceptions.
✓ Everything Else.

Route, track and
document.
 
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