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SOX Compliance

SOX compliance
without the drama

Sarbanes-Oxley compliance shouldn't consume your team for months every year. Uno automates ICFR documentation, control testing, deficiency tracking, and management assessments -- so your SOX program runs itself.

70% Less Effort
100% ICFR Coverage
Zero MW Material Weaknesses
SOX Requirements

sections 302,
404 & 906

SOX compliance spans multiple sections with distinct requirements. Section 302 demands CEO/CFO certification of financial reports. Section 404 requires management assessment and auditor attestation of internal controls over financial reporting. Section 906 imposes criminal penalties for false certifications. Uno covers every section with automated workflows, evidence collection, and continuous monitoring -- ensuring your certifications are backed by demonstrable control effectiveness.

Core Capabilities

automated
SOX lifecycle

From scoping through remediation, Uno's AI agents handle the end-to-end SOX compliance lifecycle -- eliminating manual bottlenecks, reducing auditor friction, and keeping your program on schedule year-round.

01 ICFR Documentation Automatically generate and maintain process narratives, flowcharts, risk-control matrices, and control descriptions. AI keeps documentation current as processes evolve, eliminating the annual documentation scramble. Documentation
02 Control Testing Automation Automate test of design and test of operating effectiveness for key controls. AI selects samples, evaluates evidence, identifies exceptions, and documents results -- reducing testing effort by 70% while improving coverage. Testing
03 Deficiency Tracking & Remediation Classify deficiencies as control deficiencies, significant deficiencies, or material weaknesses with AI-assisted severity assessment. Track remediation plans, assign owners, and monitor progress through resolution. Remediation
04 Management Assessment Support Streamline the Section 404 management assessment with automated evidence aggregation, control effectiveness scoring, and assessment report generation. Provide the documentation backbone for CEO/CFO certifications. Assessment
05 Auditor Collaboration Portal Give your external auditors a dedicated workspace with real-time access to test results, evidence packages, and control documentation. Reduce PBC list cycle times from weeks to days with organized, on-demand evidence delivery. Collaboration
06 SOX Program Management Manage the entire SOX program lifecycle -- scoping, risk assessment, control identification, testing schedules, and reporting -- from a unified dashboard. Track milestones, flag at-risk areas, and ensure nothing slips through the cracks. Program
70% Effort Reduction Compress SOX testing cycles from months to weeks with automated evidence collection and testing.
100% Control Coverage Complete ICFR coverage with no gaps in documentation, testing, or remediation tracking.
Zero MW Material Weaknesses Proactive deficiency detection and remediation before issues escalate to material weaknesses.
3x Faster Audits Accelerate external audit timelines with organized, on-demand evidence packages and auditor portals.
01

Walkthrough Automation

Automate process walkthroughs with AI that maps transaction flows, identifies control points, and generates walkthrough documentation. Eliminate the manual effort of interviewing process owners and drawing flowcharts.

02

Test of Design

Evaluate whether controls are properly designed to address financial reporting risks. AI analyzes control descriptions against risk assertions to identify design gaps before they become audit findings.

03

Test of Effectiveness

Automated operating effectiveness testing with intelligent sample selection, evidence evaluation, and exception identification. Continuous monitoring replaces point-in-time testing for real-time control assurance.

04

Remediation Tracking

Track every deficiency from identification through remediation with automated workflows, owner assignments, deadline management, and re-testing. Full audit trail of every action taken to address control gaps.

Framework Coverage

aligned with
audit standards

Uno maps SOX requirements to industry frameworks and auditing standards, ensuring your program meets both regulatory requirements and auditor expectations.

SOX Sections Section 302 Certification Section 404(a) Management Section 404(b) Auditor Section 906 Criminal
Control Frameworks COSO 2013 COBIT 2019 ITGC Standards PCAOB AS 2201
Audit Standards PCAOB Standards AICPA Guidelines IIA Standards SEC Guidance
From Internal Audit Leadership
Our SOX program used to consume six months of effort every year. With Uno, we've compressed that to eight weeks. Deficiencies are caught early, documentation stays current, and our auditors actually look forward to working with us now.
VP of Internal Audit -- Public Technology Company
Ready to simplify SOX?

SOX,
simplified

SOC 2 Type II Attested ISO 27001 : 2022 Live in 2 weeks No lock-in