One Source for Every SOP
Send the signed-off version, with its full approval history
Every SOP
Zero Chaos
Transform conflicting versions of Standard Operating Procedures (SOPs) into a single source of truth, so your finance, tax and operations teams stay efficient, compliant and audit-ready every day.
Request a demoCan you send me the current procedure?
FI
Finance sent a file
Month_End_Close_SOP_v3_FINAL.docx
Last updated 2023TX
Tax forwarded an email
Fwd: Re: Re: Withholding steps
Changes live in email chainsPR
Procurement shared a contact
Ask the vendor lead who wrote it
Owner left the teamThe Cross-Team Challenge
The SOP exists. Somewhere.
85%of stored company data is unknown, duplicated or out of date
10 hrsa week spent looking for documents and information
$15Maverage yearly cost of non‑compliance
One confirmed version of every procedure
Introducing SOPure
SOPure automates finding and matching every version of a procedure, helps your experts decide faster with a built-in AI assistant, publishes one approved version, and keeps it current without the scramble before an audit.
Scan results
142documents scanned
38procedures found
97versions grouped
ProcedureVersionsOwnerStatus
Month-End Cash Reconciliation3ControllershipConflicts
Form 1042-S Withholding Review4TaxConflicts
SOX 4.1 · Journal Entries2Internal AuditMatching
Investor K-1 Reporting5Fund OpsConflicts
Wire Approval Limits2TreasuryMatching
Scan complete · 3 sourcesRule-based matching · same input, same result
01
Scan and reconcile
- Connects to the document storage and sources you already use
- Automates the reconciliation of old, new and draft versions of each procedure
- Presents the current gaps and the action plan on one clear dashboard
Section 4.2 · Review threshold
3 versions
v3_FINALDiffers
2024 updateDiffers
DraftSuperseded
Sections
4.1 Scope✓
4.2 ThresholdIn review
4.3 EscalationTo do
Proposed text
Unreconciled items over $5,000 $2,500 are escalated to the Controller within 5 2 business days.
AcceptEditReject
Decision log
09:14Reviewer accepted suggested text
09:15Section 4.2 confirmed
AI summaryv3 lowered the threshold to $2,500 and shortened the deadline to 2 days.Suggestion only · your expert decides
02
AI compares. Your experts decide.
- Breaks down and aligns every version by section, in a clear timeline and storyline
- Summarizes differences and suggests source-backed draft text through the AI assistant
- Names the assigned expert on every accept, edit or reject, with no AI black box
Access and comments
People on this procedure
TDTax DirectorApprover
FCFinancial ControllerCollaborator · §4
IAInternal AuditObserver
TOTreasury OpsCollaborator · §2
Comments · section 4.2
Internal AuditDoes $2,500 match the SOX control threshold?
Financial ControllerYes, aligned in Q3. Resolving.
Tax DirectorPlease add the escalation owner.
1 open commentApproval locked until resolved
03
Collaboration with controlled access
- Assigns each document section to dedicated team members
- Controls roles for editing, commenting and signing off
- Completes approval only when no questions remain open
Approval and audit trail
Sign-off
✓ Financial ControllerSep 29
✓ Tax DirectorSep 30
Published · Active version 1.0
Next review
Mar 31, 2027 · reminder on
Audit trail · permanent
09:14Section 4.2 confirmed
10:02Comment resolved
10:31Approved by Tax Director
10:32Published to SOP library
10:32Review date set
Record cannot be altered
Version 1.0 published2 of 2 approvals · 12 of 12 sections confirmedEvery edit, comment and approval on record
04
One approved version, one-stop maintenance
- Replaces memory with a permanent record of every change
- Builds an audit-ready trail with an automated timestamp and approver on every entry
- Keeps every procedure up to date with review dates and reminders
Every Team, Every Procedure
One central library for every procedure, from every team: approved, current and available on request.
FinanceBank Account ReconciliationFinanceJournal Entry Review and ApprovalAccounts PayableThree-Way Invoice MatchProcurementVendor Master Data ChangesTaxForm W-8 and W-9 ValidationTaxBackup Withholding and B-NoticesPayrollPayroll Change Authorization
Client OnboardingCustomer Identification Program (CIP)PaymentsWire Transfer Callback VerificationComplianceAnnual Compliance Program ReviewITQuarterly User Access ReviewHREmployee Offboarding and Access RemovalInternal AuditSOX Key Control TestingTaxForm 1042-S Year-End Reporting
Always Current
Review cycles set per procedure, with owner reminders and overdue reviews flagged
Every Decision Is Traceable
Each edit tied to its section, its author and its approver
Ready for Team Handover
Easy ownership transition, with every past decision attached
Not Sure Where to Start?
Let Us Help.
Through our consulting services, we identify the gaps in your controls and documentation, and transform years of historical files into one approved, audit-ready set of procedures. We manage the work end to end, from the first review to the final sign‑off, with minimal demand on your team's time.
Today
Controls described three different ways
Gaps found first by the auditor
No one sure which version applies
A cleanup that goes stale again
After the Project
Control narratives mapped to U.S. GAAP, SOX and IRS rules
Gaps found, rated and corrected first
One approved version of each procedure
Delivered in SOPure, ready to keep current
How We Measure Success
Put in your own numbers. See the time and money tied up in finding the right procedure, and what comes back.
If a project cuts that time by
Time960hours back per year
Money$72,000value of that time per year
Return1 Fixed Feeto weigh against it, agreed before we start
An estimate from your own inputs, based on 48 working weeks a year. Not a promise of results.
Our Mission
Regulated financial institutions rely on documented procedures. We make them trustworthy and audit-ready.
Every critical finance, tax and compliance process gets one confirmed, traceable source of truth, so controls work as written and audits find what they expect.
Maxwell Macri and Yang Liu
Co-founders, Persimmon Tree
Co-founders, Persimmon Tree
See SOPure on your own procedures.
Bring one procedure your teams disagree on. We'll show you how it becomes one confirmed, approved version.