Glean.ai

CHALLENGE

Ensuring data security to protect financial data

As Glean.ai scaled, they realized that SOC 2 attestation was becoming increasingly essential for many of their customers, especially those in highly regulated industries who demand the highest levels of security and compliance. Achieving SOC 2 wasn’t just a requirement—it was a clear step in demonstrating their commitment to operational excellence and securing sensitive financial data.

Navigating the complexities of compliance was a significant challenge, especially for a team already juggling the daily demands of running a business. They understood the process would be time-consuming and require detailed knowledge of security controls, audit procedures, and documentation standards. With limited resources and expertise in this area, they faced a tough decision: risk potential missteps and delays or partner with a trusted advisor to ensure a smooth journey.

SOLUTION

Establish expert partnership and comprehensive roadmap to streamline compliance

As a long-time Thoropass customer, Glean.ai was already familiar with the power of its platform. When they learned about Muscatek through their customer success manager, it felt like the perfect fit. 

Better together: Muscatek + Thoropass

Muscatek’s expertise in navigating SOC 2 gave Glean.ai the confidence to take the next step. They knew the right partner would support them and help them exceed their client’s expectations.

Muscatek, a dedicated Thoropass service partner, immediately became an integral part of their team. They weren’t just experts—they served as project managers, advisors, and trusted liaisons. From the start, Muscatek provided invaluable insights, offering a clear roadmap for the process and ensuring the team understood what needed to be done. Their structured approach helped avoid the pitfalls that often trip up organizations in the compliance journey. Their proactive communication and ability to simplify complex concepts made the entire process far less overwhelming.

Muscatek worked closely with Glean.ai, conducting an in-depth gap analysis, implementing necessary security controls, and preparing documentation to meet the rigorous SOC 2 requirements. Additionally, Muscatek used multiple Thoropass integrations throughout the process. They provided hands-on support and detailed feedback that helped them stay on track. They relied heavily on Thoropass’ user-friendly portal and internal auditors to streamline audit preparation. The combination of these resources allowed the Glean.ai team to focus on the business while knowing the compliance journey was in expert hands.

RESULTS

SOC 2 compliance in only 3.5 months and a stronger security posture

Thanks to Muscatek’s guidance and Thoropass’ platform, they completed their SOC 2 attestation in just 3.5 months—significantly quicker than initially anticipated. Their team achieved a strong security posture with minimal disruption to their daily operations. This attestation solidified their standing with current clients and opened doors to new opportunities in the competitive accounts payable sector. Customers now have the peace of mind of knowing that they prioritize security and compliance in every aspect of their operations, which has helped build stronger, more trusting relationships.

The implementation of SOC 2 has also given Glean.ai a clear competitive edge. As more businesses recognize the importance of data security and compliance, they can confidently show their commitment to meeting the highest standards. 

With Muscatek’s ongoing support and Thoropass’ continuous compliance, they plan to keep their attestation up to date and maintain the trust earned by their customers. Glean.ai is not just compliant—they’re continuously improving their internal security practices to stay ahead in an ever-evolving regulatory landscape.