CA

Client-Authorised AI Evidence Collection

How an agent can collect compliance evidence without a dedicated API integration to every system

How It Works

Client Authorization

The target client remains in control and authorizes the AI agent to access only the systems and evidence sources approved for the engagement.

Agent Navigation

The agent then works through the client's authorized browser session, shared evidence folders or approved credentials, much like a person would: it navigates visible screens, interprets relevant settings and reports, and captures screenshots, exports and documents.

Evidence Verification

ComplianceAide checks the collected material, links it to the relevant compliance controls and identifies missing evidence.

Flexible Integration

A dedicated API integration with every source system is therefore not always necessary, although APIs or connectors may still be used when they provide stronger or more efficient evidence. Sensitive or system changing actions require human approval, and the client can revoke access at any time.

The Evidence Collection Flow

1

Client Authorizes

Approved systems and evidence sources

2

Agent Navigates

Uses the client's authorized access

3

Agent Captures

Screenshots, exports, documents

4

CA Checks

Verifies and maps to controls

5

Client Controls

Approves actions, revokes access

Key Point:

A dedicated API connection to every source system is not always required when the information is visible to an authorized user.

Key Benefits

Complete Client Control

ComplianceAide specifies the evidence requirements, but the client maintains full authority over system access. The agent receives no broader authority than the client grants.

Reduced Implementation Complexity

Skip complex API integrations with every system. The agent can work with systems that have visible interfaces without requiring dedicated connectors.

Revocable Access

Clients can revoke access at any time. Sensitive or system-changing actions always require explicit human approval before execution.

MSP-Friendly

MSPs can only provide authorization when clients have formally delegated that authority, maintaining proper governance and accountability.

Flexible Integration Approach

Use APIs or connectors when they provide stronger or more efficient evidence collection, but don't require them as a prerequisite.

Faster Time to Value

Start collecting evidence and identifying gaps immediately without waiting for API integrations to be built and deployed.

Responsibility Boundary

ComplianceAide's Role

  • Specifies evidence requirements
  • Evaluates evidence quality
  • Maps to compliance controls
  • Identifies gaps

Client's Role

  • Grants authorization
  • Approves system access
  • Approves sensitive actions
  • Maintains control and oversight

Ready to Streamline Evidence Collection?

See how ComplianceAide's client-authorized approach can accelerate your compliance process.

Schedule a Demo