Version 4.0: AI Agent and the Path to SOC 2

Updates

Version 4.0: AI Agent and the Path to SOC 2

ELECTE 4.0 introduces the AI Agent to automate reporting, analysis, and competitor analysis, and begins the process toward SOC 2 certification.

CEO & Founder of ELECTE

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We have released Version 4.0 of ELECTE.

The new version introduces automated reporting and competitive analysis, and sets the stage for SOC 2 Type I and Type II certification.

This release marks a shift toward more automated financial workflows, reducing manual work and improving the consistency of analyses.

AI Agent

Version 4.0 introduces the AI Agent, designed to automate key analytical workflows on the platform.

The Agent allows you to:

automatically generate financial reports
update the analyses on an ongoing basis
monitor competitors through data collection and benchmarking

These tasks are performed in the background, without any manual intervention.

The Agent operates in accordance with the platform’s privacy-by-design architecture. The data used remains within the platform environment and is not shared with external services. The processing model is the same as that introduced in Version 3, featuring end-to-end encryption and user-based access controls.

Automatic reports

Reports are generated directly from the data available on the platform. Once the report type and data sources have been configured, the Agent automatically generates the document.

When the underlying data is updated, the report is regenerated with the new values. This eliminates the need to rebuild periodic reports and reduces the risk of using outdated data.

Continuous analysis

Analyses are updated automatically when the data changes. The Agent monitors the reference data and recalculates the analyses when it detects changes, without the need to reopen the analysis or manually restart the process.

This applies to both:

forecasting tools: Trend Tracker, Growth Accelerator, Smooth Forecaster, Season Sense, and Smart Predictor)
document analysis (if the reference documents are updated, the analysis is rerun using the new content)

The result is greater consistency in insights and a reduction in manual tasks.

Competitive Analysis

The Agent collects publicly available data on competitors specified by the user and generates continuously updated comparisons. Competitive benchmarks are kept up to date with the latest data without any manual intervention.

The Competitive Intelligence feature, currently under development in Version 3, is now operational via the Agent. The user configures the competitors to be monitored, and the Agent handles data collection and the generation of comparisons.

SOC 2

Along with the release of Version 4.0, we have begun the process of obtaining SOC 2 Type I and Type II certification.

SOC 2 is an assurance standard developed by the AICPA that evaluates an organization’s controls in five areas: security, availability, processing integrity, confidentiality, and privacy. Type I verifies that the controls are properly designed. Type II verifies that they operate effectively over time, based on a 6- to 12-month observation period.

The goal is to strengthen:

safety
data governance
operational reliability

This enables us to support organizations with more stringent requirements, including enterprise-level companies and regulated environments. This certification complements those we have already obtained, including EcoVadis, STAR, and PCI DSS.

Product Management

The introduction of the AI Agent marks a broader move toward the automation of analytical work. In the Version 3 roadmap, we had outlined the development of autonomous AI agents as a potential standalone application. With Version 4.0, we have integrated this functionality directly into the main platform as a native component.

The goal is to reduce the operational burden associated with reporting and analysis, while keeping the data up to date at all times.

Availability

Version 4.0 is available at: platform.electe.net

Migration is automatic for existing users.

For more information: ELECTE

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The ELECTE Team

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Update — April 13, 2026

Along with the release of Version 4.0, we have completed the migration of electe.net from a subdomain structure to a subfolder structure. The site now supports 20 languages under a single domain, with cleaner URLs and consolidated domain authority. Redirects from the old URLs are now active.

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