Automated Identity Threat Detection in Professional Services

AI learns your firm's role-specific access patterns across PSA and billing systems, then flags deviations that correlate with insider threat behaviors - privilege escalation, mass data access, unusual login locations - while ignoring benign anomalies like after-hours work or time zone differences. Unlike generic SIEM tools, the system understands Professional Services workflows: it knows that a partner accessing client files at 2 AM is normal, but a junior consultant querying 50 contracts before resignation is a red flag. The design target is detection in hours instead of the weeks manual log correlation allows, and it integrates with your existing identity provider and PSA systems (Workday, Maconomy, Salesforce) so your IT team reviews only high-confidence threats, not hundreds of false positives.

Yes. All data transits encrypted (TLS 1.3) and is encrypted at rest in your cloud environment (AWS, Azure, or on-prem). We comply with SOX audit requirements, SEC independence rules for accounting firms, and IRS Circular 230 restrictions on tax advisory data. Your firm retains full data ownership; we provide read-only access to ingest logs and return only threat alerts, never raw identity data.

Plan for a working system inside the first 100 days, following our C.O.R.E. Method: Weeks 1-3 cover discovery and system integration, connecting Workday PSA, Maconomy, Salesforce, and Azure AD. Weeks 4-10 cover model training on your historical identity logs and pilot testing with your IT team. Weeks 11-14 cover production rollout and team training. A rollout like this is scoped to show measurable results - reduced alert volume, faster threat detection - within 60 days of go-live. Full ROI (margin recovery, operational efficiency gains) materializes by month 6 as the model refines baselines and your team optimizes response workflows.

The behavioral baseline is built per person, not per office IP range. A consultant who regularly travels to client sites or works from home builds that pattern into their own history within the first few weeks, so logging in from a client's network isn't flagged just because it isn't your firm's HQ. What does get flagged is a location that's inconsistent with that specific person's history, especially when it lines up with other signals - unusual access volume, off-hours timing, or resource requests outside their assigned engagements. Location alone never triggers an alert on its own.

No. Your current team stays. This is about the security analyst hire a growing insider-threat surface would otherwise force. The system does the watching: correlating access across Workday PSA, Maconomy, Salesforce, and Microsoft Project, around the clock. Your IT & Cybersecurity team keeps the judgment calls: reviewing flagged events, approving remediation, and deciding what escalates to HR or legal.

By day 30, the system is connected to your core platforms and shadowing real workflows so your team can validate accuracy against existing decisions. By day 60, it's running in production for a defined slice of work with humans reviewing outputs and a measurable baseline against pre-deployment metrics. By day 90, you have production-grade adoption: your team is operating from the system's outputs, you have a documented accuracy and exception-rate baseline, and you've decided which next slice to expand into. A rollout like this is scoped to show meaningful operational impact between day 60 and day 90, with full ROI realization in months 6-12 as the model learns your specific patterns.