Least-Privilege Access
Every team member receives the minimum access required, revoked at engagement end.
- Named accountant-level access
- No shared logins
- Offboarding checklist enforced
Entity transparency & governance
Who You Are Actually Contracting With — And How Your Data Is Protected.
AGI Cloud Financials is the primary commercial trade division of AGI Tech Systems LLC, a registered New Mexico company. Every engagement is insured, NDA-protected and contracted in the United States.
- New Mexico Registered LLC
- $1M E&O Insured
- Mutual NDA
- SOC-Aligned Handling
The entity
A US company, not an anonymous marketplace
Firms and finance leaders are right to ask who is touching their ledger. Here is the full picture: AGI Cloud Financials operates as a trade division of AGI Tech Systems LLC, registered in the State of New Mexico. Contracts, insurance and liability all sit with that entity.
- Legal entity
- AGI Tech Systems LLC
- Trade division
- AGI Cloud Financials
- Jurisdiction
- New Mexico, United States
- Professional liability
- $1,000,000 E&O policy
- Governing law
- United States
- Engagement basis
- Fixed-fee, NDA-protected
Data governance
Controls applied to every engagement
These are operational practices maintained by AGI Cloud Financials. They are not a substitute for an independent certification or audit report.
Credential Vaulting
Client credentials are stored in an encrypted password manager, never in email or chat.
- Encrypted vault storage
- MFA required
- Access audit trail
Mutual NDA Standard
A mutual non-disclosure agreement is executed before any file or credential is shared.
- Signed pre-engagement
- Covers subcontracted staff
- Applies to trial files
US Jurisdiction & Contracting
All engagements are contracted with a US entity and governed under US law.
- New Mexico registered LLC
- US-governed agreements
- USD invoicing
$1M
Errors & Omissions coverage per engagement
100%
Engagements executed under mutual NDA
MFA
Required on every client system we touch
US
Contracting jurisdiction for all clients
Scope of practice
AGI Cloud Financials provides bookkeeping, financial operations and systems implementation support. We are not a CPA firm and do not provide attest, audit, assurance or tax representation services. Where those services are required, we work alongside your existing CPA or Enrolled Agent, or under the supervision of a partner firm.
AGI Tech Systems LLC · Albuquerque, New Mexico, USA
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