Security

Built with IT and security teams in mind

AE Automate is designed so IT and security teams can approve deployment quickly, with a clear boundary between what stays in your network and what runs in the cloud.

Local Agent Runs Inside Your Network

The Windows agent is installed and runs entirely within your firm's network, alongside your file server.

Outbound HTTPS Only

The agent communicates with AE Automate exclusively through outbound HTTPS connections.

No Inbound Firewall Ports Required

You never need to open inbound ports or expose your network to enable AE Automate.

You Control File Server Permissions

Your firm retains full control over folder and file permissions. AE Automate creates structure, and your existing policies govern access.

No File Content Storage

AE Automate's cloud service does not store the contents of your project files, only the metadata needed to automate folder creation.

Audit Logs

Every folder creation event is logged, giving your team a clear, reviewable history of automated actions.

Role-Based Access

Control who can view templates, edit rules, and manage agent configuration within your organization.

Encrypted Credentials

ERP and agent credentials are encrypted at rest and in transit.

Secure Agent Registration

Agents are registered to your account using a secure, unique token before they can create any folders.

Future SSO Support

Single sign-on is available today for Enterprise customers, and we continue to expand identity and access management options as the platform grows.

Have security questions?

Contact us and we'll walk your team through our architecture and data handling in detail.