Your obligations, encoded
Configure the touchpoints your book requires — annual reviews, disclosures, renewals, documentation — per client type.
Compliance Monitor · on the Vertiqa OS
Coming soon
Find compliance gaps before the auditor does.
Vertiqa's Compliance Monitor will track required touchpoints, reviews, and disclosures across your client base and flag gaps while they are still cheap to fix.
The problem it removes
In regulated work, the obligation isn't just doing the annual review — it's proving every client got one. Tracking that across hundreds of clients in spreadsheets is how findings happen.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Continuous gap detection
The agent sweeps the client base against those rules and surfaces every client falling out of compliance, ranked by deadline and severity.
An audit trail for free
Because obligations, completions, and flags all live on the timeline, demonstrating compliance becomes a report, not an archaeology project.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Compliance Monitor will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never files, discloses, or communicates anything externally — it flags gaps for your team to close.
- Rules are yours to define and review; the agent applies them, it does not interpret regulation.
Built for
Frequently asked
Is the Compliance Monitor agent available today?
Not yet — Compliance Monitor is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Compliance Monitor agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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