Case Study: Rocket Money achieves zero-deficiency SOX compliance with Datafold

Rocket Money passes first SOX audit with zero deficiencies using Datafold

Rocket Money, a comprehensive financial management service, faced the challenge of preparing its intricate Quote-to-Cash process for its first SOX audit. Their existing system was complex and difficult for the non-technical accounting team to navigate, creating a significant need to ensure data integrity and simplify the process for users of all technical abilities. To meet stringent audit standards, they turned to vendor Datafold and its data diffing capabilities.

Datafold provided a solution by integrating its data diffing into Rocket Money's CI process, allowing teams to visually compare data between development and production environments. This enabled the accounting team to easily verify that data changes were expected before code was merged. Using Datafold, Rocket Money passed its first SOX audit with zero deficiencies. The solution also improved cross-team collaboration and streamlined the financial close process, creating a single source of truth for the entire company.

Rocket Money