Philadelphia, PA - September, 15, 2026 - Techfino, a NetSuite consulting and technology services firm, today announced that it has achieved SOC 2® Type II certification, an important milestone in the company’s ongoing commitment to data security, operational controls, and the protection of sensitive client information.
The achievement follows an extensive examination of Techfino’s systems, processes, and controls over an extended period. The process included control testing, process reviews, documentation, and ongoing evaluation of the practices Techfino uses to protect the information entrusted to it by clients.
For Techfino, achieving SOC 2® Type II comes at a time when the role of technology, and the sensitivity of the data moving through it, is changing rapidly.
Techfino supports clients across NetSuite implementation, optimization, integrations, managed services, hosting, automation, and technology development. The company is also expanding its use of Artificial Intelligence (AI) in development and client services, creating new opportunities while introducing additional considerations around how sensitive information is accessed, processed, and stored.
As these capabilities evolve, Techfino is continuing to strengthen the security practices and operational controls that support its work.
“Security is not something we want to address after the fact. It needs to be part of the foundation of how we operate and how we build technology for our clients,” said Bryan Willman, CEO of Techfino. “Achieving SOC 2® Type II is an important step in demonstrating that commitment. Our clients trust us with critical business systems and sensitive information, and we take that responsibility seriously.”
SOC 2® Type II evaluates whether an organization has designed and maintained controls relevant to the security and protection of information over a period of time.
Unlike a point-in-time assessment, a Type II examination evaluates the operating effectiveness of applicable controls over an extended period. This provides clients and business partners with additional insight into the processes an organization has established to support information security and operational consistency.
For Techfino clients, the SOC 2® Type II certification provides additional assurance that the company has formalized and independently evaluated controls supporting the security of the information entrusted to it.
The achievement is particularly relevant for organizations evaluating technology and NetSuite partners that may have access to sensitive financial, operational, employee, customer, or other business data.
Achieving SOC 2® Type II is not viewed by Techfino as a one-time milestone. As the company’s services, technology, and client needs continue to evolve, Techfino will continue evaluating and improving its security practices and operational controls. The company’s approach is centered on building security into its operations while maintaining the flexibility needed to help clients adopt new technologies.
“Our clients are trusting us with some of the most important systems and information inside their businesses,” said Bryan Willman. “We want to continually earn that trust, not just through the technology we deliver, but through the way we operate behind it.”
Clients and partners looking for additional information about Techfino’s security and compliance practices, or who have security-related questions or documentation requests, can visit the Techfino Trust Center.
Based in Philadelphia, PA, with a global presence in Miami, FL, Uruguay, and the Philippines, Techfino is a people-first collective of techno-functional NetSuite and business process experts. Offering licensing, implementation, integration, optimization, and support, Techfino delivers tailored NetSuite solutions that help companies innovate, optimize, and evolve. Further, Techfino leads a strategic advisory and governance practice for AI Innovation, Planning, and Implementation.
Over the past decade, the firm has completed more than 1,000 successful projects, maintains a 95% customer retention rate, and brings 40+ years of collective leadership experience to clients across industries. Learn more at techfino.com and follow Techfino on LinkedIn.
SOC 2® Type II is an independent examination framework developed by the American Institute of Certified Public Accountants (AICPA) that evaluates an organization’s controls relevant to specified Trust Services Criteria. Unlike a point-in-time assessment, a Type II examination evaluates the operating effectiveness of applicable controls over a period of time.
For technology and professional services companies that handle sensitive client information, SOC 2® Type II can provide additional transparency into the processes and controls used to protect that information.