Financial services
Beam for financial services
Your engineers run AI agents against ledger logic, payment flows and account data, and an auditor will eventually ask what those agents actually did. Beam records the activity locally and gives you an evidence trail to hand over, without asserting a compliance certification it hasn't earned.
Beam produces evidence a reviewer can read. It does not attest to SOX, PCI DSS or any other framework on your behalf.
What a review actually needs
Same event record every solution reads from, framed for the questions a financial-services audit or risk review tends to ask.
- Evidence
What an agent touched, timestamped
Commands, file writes and tool calls against project_path and, where instrumented, the destination host — not a summary someone has to trust.
- Supply chain
Vet an MCP server before it touches payment code
Eleven heuristic patterns plus a version-pin check, run before a server connecting to real systems gets approved.
- Data handling
Known credential formats redacted before write
API keys, tokens and auth headers are stripped before persistence. This is credential redaction, not a data-loss-prevention scan for account numbers or PII — treat exports accordingly.
- Review
A disposition that persists
Flagged actions can be marked reviewed, and that review survives a restart — the difference between a log and something an auditor can sign off on.
- Export
A case, not a raw dump
Event, scan and review files bundled with SHA-256 hashes, so what you hand over is internally consistent.
How a risk or compliance team gets started
- 01
Instrument the machines running agents against sensitive systems
A hook merged into settings plus a local service — nothing installed silently, nothing enforced.
- 02
Let it run through a review cycle
Get a real record of what your agents did before the next audit, instead of reconstructing it from memory.
- 03
Export the case your reviewer asked for
A redacted NDJSON export or a hashed case bundle — you decide what leaves the machine and when.
Where Beam fits, and where it doesn't
Beam does
- Give you a timestamped, exportable record of agent activity on instrumented machines
- Scan MCP configs and skills before they're connected to systems that matter
- Redact known credential formats before anything is written to disk
- Stay local by default — nothing reaches Beam's infrastructure unless you export it
Beam does not
- Certify or attest compliance with SOX, PCI DSS, GLBA or any other framework
- Scan for account numbers, PII or other regulated data inside agent output
- Block or gate an agent's actions in v1 — observe and alert only
- Replace your existing GRC tooling or a formal audit
Questions from risk and compliance reviews
Does Beam make us compliant with SOX or PCI DSS?
No. Beam produces evidence — a record of what an AI agent did — that a compliance program can use as one input. It doesn't attest to any control or framework, and treating it as a certification would misrepresent what it does.
Does Beam scan for account numbers or other sensitive financial data?
No. Beam redacts known credential formats (API keys, tokens, auth headers) before writing an event to disk. It does not scan for account numbers, PII or other regulated data — review an export before sharing it outside your team.
Can Beam stop an agent from touching production trading or payment systems?
On Claude Code and Codex, yes, when owners or admins set workspace policy to enforce. Sentinel can pause or block high-risk browser AI sends. Cursor, Copilot CLI and Gemini currently get a deny note rather than a verified block. Missing or expired cached policy is fail-open. Pair this with harness sandboxes and scoped credentials for production systems.
Where does the data live?
On the machine that generated it. The collector binds to 127.0.0.1:4319 and writes local files at 0700/0600. Nothing leaves unless someone runs an export.
Related
Get a record before the next review, not during it
Instrument a handful of machines and see what your agents actually did — evidence, not a promise.