Microsoft 365 security for the finance clients who get audited

Accounting firms, wealth advisors, mortgage brokers, and insurance agencies all answer to someone: a regulator, an examiner, or a cyber insurer. Augmentt holds every finance tenant to one baseline and hands you the evidence when they ask.

No multi-year lock-in. A trial and onboarding that prove it early.

MFA and Access ReportHarbor Wealth Partners

MFA enforced

CA exclusions

Risky logins

R. PatelPartner · Advisor

MFA enforced

Front deskShared mailbox

CA exclusion

L. ChenAdvisor

Sign-in blocked

Download PDFSchedule

Branded reports mapped toCIS Microsoft 365NIST CSF

TRUSTED BY HUNDREDS OF MSPS AROUND THE WORLD

THE PROBLEM

Why finance tenants get harder to manage with every client you add

01

MFA is a written requirement

The FTC Safeguards Rule requires MFA for anyone accessing customer information at a covered financial institution. One excluded account in one tenant is a finding.

02

Email is where the money moves

Wire instructions, payoff letters, and client statements travel through Exchange. A compromised mailbox can sit unnoticed until a payment lands in the wrong account.

03

Examiners set the schedule

An exam or an insurance renewal arrives with two weeks of notice. Without a cross-tenant view, your team rebuilds the evidence by hand, one client at a time.

Where you are today, and what changes with Augmentt

01

MFA gaps you find after the fact

WITHOUT AUGMENTT

A client’s office manager excludes a partner from Conditional Access because the prompt was annoying. You hear about it at renewal.

Conditional Access and MFA status for every finance tenant on one screen, with drift alerts when a new exclusion appears.

02

Mailbox rules nobody is watching

WITHOUT AUGMENTT

A new forwarding rule on a client’s mailbox quietly routes wire instructions and payoff letters out of the inbox. Nobody sees it until money has moved.

Suspicious mailbox rule alerts across every finance tenant, so a new forwarding rule gets flagged for your team to review.

03

Audit prep nobody pays you for

WITHOUT AUGMENTT

Screenshots from each admin center, assembled by hand the week before the exam.

Posture reporting mapped to NIST CSF and CIS Microsoft 365, exported in a click and branded for the client.

What Augmentt covers for finance clients

Augmentt is a multi-tenant Microsoft 365 security and compliance platform built for MSPs. Connect each finance client’s tenant once, then manage access, mailbox risk, offboarding, and reporting from one console.

Conditional Access and MFA management

Manage MFA across authentication types and hold every finance client to the same set of Conditional Access policies, including the partner who wants an exception.

Suspicious mailbox rule alerts

Get alerted when a suspicious mailbox rule, such as a new forwarding rule, appears in any finance tenant you manage.

Scheduled offboarding

Advisors and associates leave with client relationships. Schedule the offboarding for their last day so access ends when employment does.

Branded security reports

Send each client a branded report on their posture before the examiner or the insurer asks for one.

MICROSOFT 365 COMPLIANCE REPORTING

One source for the fix and the evidence

Every action your team takes in a finance tenant maps back to a recognized standard. When an examiner, an auditor, or a cyber insurer asks, export the evidence in a click. When a control needs premium Microsoft licensing, the view shows it, and the gap becomes a licensing conversation with the client.

Controls mapped to recognized frameworks for every finance tenant

Evidence on demand for examiners, auditors, and cyber insurers

Covers Entra ID, Exchange, SharePoint and OneDrive, Teams, Purview, Intune, and Defender

MAPPED FRAMEWORKS

CIS Microsoft 365

Microsoft 365 configuration benchmark

MAPPED

NIST CSF

Cybersecurity Framework

MAPPED

HIPAA

Healthcare privacy and security

MAPPED

CMMC

Federal contracting and DoD

MAPPED

Microsoft Secure Score

Microsoft’s security posture measurement

MAPPED

ISO 27001

Information security management

MAPPED

HOW IT WORKS

Three steps to managing finance tenants at scale

Connect the tenants

Magic Link onboarding and GDAP automation connect each finance client at integration, using granular, least-privilege admin roles instead of standing global admin access.

Audit every tenant

Run a Microsoft 365 security audit on every tenant to increase your Microsoft Secure Score, check the standards finance clients answer to, and see where licensing limits what a client can enforce.

Remediate and hold it

Fix loose controls from Augmentt, push the same baseline to every tenant, and let drift alerts tell the team when a client moves off the standard.

FOR YOUR TEAM

What changes for your team

Technicians run the platform every day. Owners build a practice on top of it. One tool that works for the people doing the job and the people pricing it.

FOR MSP TECHNICIANS

One screen instead of one admin center per client

Check MFA and Conditional Access on every finance tenant without logging in to each one.

Fix a loose control in a click, and get alerted when someone loosens it again.

Runs on the GDAP permissions already in place, with no golden tenant to maintain.

FOR MSP OWNERS

A billable service instead of an absorbed project

Price a security service for clients who already have to prove their controls to someone.

Show a client where their posture stands against a standard they recognize, and bill for keeping it there.

Hand an auditor, an insurer, or a QBR the same exported evidence your team works from.

What MSPs say

**Tim Campbell**Practice Director, All CoveredRead the story

Questions MSPs ask about finance clients

Does Augmentt help finance clients with the FTC Safeguards Rule?

Augmentt manages and evidences the Microsoft 365 controls the rule touches, such as MFA and access control, and maps them to NIST CSF and CIS Microsoft 365. The rule covers more than Microsoft 365, so use Augmentt as the evidence for that part of the client’s program.

Can I show an insurer that MFA is enforced on every account?

Yes. MFA status and Conditional Access posture are visible per tenant and exportable, so the answer on an insurance questionnaire comes straight from the tenant.

What happens when an advisor leaves the firm?

Schedule the offboarding in Augmentt ahead of the last day, and access is removed on the date you set.

What does a Microsoft 365 security audit cover for a finance client?

Augmentt scores each tenant against the CIS Microsoft 365 Benchmark and maps the results to NIST CSF. The audit covers Conditional Access and MFA, Exchange, SharePoint and OneDrive, Teams, Purview, Intune, and Defender, and the report exports branded for the client.

Doesn't Microsoft 365 Lighthouse already do this?

Lighthouse is oriented to identity and threat protection and does not reach SharePoint, OneDrive, Purview, or Teams policy. Augmentt covers those alongside Conditional Access, Intune, and Defender in one multi-tenant console.

What if a client isn't licensed for a control?

Microsoft licensing requirements show in the compliance view, so the gap is visible per tenant and becomes a concrete licensing conversation instead of a surprise.

Pick a real finance tenant. We'll show you what's exposed in it.

Thirty minutes on your own environment. Connect one tenant live, see the findings, and see the report you’d hand that client next week.

A live posture scan on one of your own finance client tenants, not a canned dataset.

The client-facing report you could send that account the same week.

A straight answer on whether the margin works at your client count.

No slides. No multi-week sales sequence.

Book Your Demo

Pick a time and bring one tenant. You’ll leave the call knowing exactly what’s exposed in it.

Prefer To Skip The Call?

Start the free trial instead. Connect a tenant yourself, run the first posture scan in under ten minutes, and see the findings before you ever talk to us. No card, no lock-in.