Portal.io compliance, automated for SOC 2, ISO 27001 & PCI DSS
OneClickComply connects to Portal.io through the OneClickComply Companion, our AI browser agent, and checks how it is configured against SOC 2, ISO 27001 and PCI DSS. Checks include: payments require dual approval, MFA enforced for finance users and audit trail retained and reviewed. Every result is stored as audit evidence, so there are no screenshots to collect.
SOC 2 · ISO 27001 · PCI DSS
- Set up in minutes
- No API keys or extra logins
- Evidence collected continuously
- Built for UK teams
Continuous control checks
What OneClickComply checks in Portal.io
Finance systems are a prime target for fraud. Approval workflows, admin access and MFA are what auditors want to see.
Payments require dual approval
MFA enforced for finance users
Audit trail retained and reviewed
See it work
Watch OneClickComply check Portal.io
The Companion, our AI browser agent, opens Portal.io with the access you already have, reads the settings that matter, tests them against your controls and files the result as evidence.
Portal.io admin
Security settings
- Payments require dual approval
- MFA enforced for finance users
- Audit trail retained and reviewed
OneClickComply Companion
- Opened Portal.io with your existing session
- Reading users, roles, approval workflows
- Payments require dual approval
- MFA enforced for finance usersGap found, fix it in one click with OneClickFix
- Audit trail retained and reviewed
Evidence saved and mapped
Portal.io evidence, collected automatically
The Portal.io evidence auditors ask for, captured on a schedule and stored against the right requirement. No more screenshots the week before the audit.
- Users
- Roles
- Approval workflows
- MFA status
- Audit log
Mapped to your frameworks
Every Portal.io check is mapped to the controls it satisfies, so one piece of evidence counts everywhere it applies.
- SOC 2 CC5.2, CC6.1
- ISO 27001 A.5.15, A.8.15
- PCI DSS v4.0 Req. 7, 8, 10
Set up in minutes
How to connect Portal.io to OneClickComply
- 1
Add the browser extension
Install the OneClickComply Companion, our AI browser agent. There's no API key to create and nothing to change in your stack.
- 2
Open Portal.io as normal
The Companion reads Portal.io's admin settings that matter for compliance, using the access you already have. No extra logins.
- 3
Fix it in one click
Settings are checked against your controls and the evidence is stored. When something fails, OneClickFix can correct it in Portal.io for you, with the change logged as evidence.
See Portal.io checked live against your controls.
Portal.io security & compliance FAQs
How does OneClickComply connect to Portal.io?
Through the OneClickComply Companion, our AI browser agent. It reads Portal.io's admin settings using the access you already have, so there's no API key to create and no extra login. When a setting fails a check, OneClickFix can correct it for you.
What does OneClickComply check in Portal.io?
Its checks for Portal.io include: payments require dual approval, MFA enforced for finance users and audit trail retained and reviewed. Each result is stored as evidence against the requirement it satisfies.
What Portal.io evidence do auditors ask for?
For finance, accounting and payments tools, auditors usually want users, roles, approval workflows and MFA status. OneClickComply captures it on a schedule, so it's ready before they ask.
Which frameworks does the Portal.io integration cover?
Portal.io evidence is mapped to SOC 2, ISO 27001 and PCI DSS. Cyber Essentials and your other frameworks are managed in the same platform.
Also connects with
Other finance, accounting and payments tools we connect to
Using more than one finance, accounting and payments tool? OneClickComply connects to these too, so your evidence stays in one place.
Get Portal.io audit-ready this week
OneClickComply connects to Portal.io and the rest of your stack, collects the evidence and tells you exactly what to fix. If it has a web admin console, we can work with it.
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