Evidence that never goes stale. Reports in seconds. Audits from a request list.
Period-based evidence with owners and expiry. Cleo-generated reports from live data, versioned on every edit. Audits tracked request by request, with fulfilment computed from what you actually collected — and a submission package the auditor can verify.
Start Free Book a Demo
4.8/5 across 223 reviews on SourceForge · #1 vCISO platform on G2, Summer 2026
Reporting goes stale the moment you hit send
Compliance reporting is a copy-paste exercise: export the assessment, paste it into Word, format for hours, and hope nothing was missed. The moment you send it, it starts going stale. Meanwhile policies expire in shared drives, nobody notices until the auditor asks for the current version, and the audit itself runs out of email threads and folders. What you need: evidence that tracks its own schedule, reports generated from live data, and an audit that runs from a list of what was asked and what was delivered.
Evidence that tracks its own schedule
Period-based collection
Every evidence type has a frequency and a maturity level. Periods open on schedule; evidence is Current, Expiring Soon, Missing or Expired. One consistent vocabulary everywhere: Overdue, Open, Covered, Automated.
Planner cards, automatically
A period opening — or going overdue — creates a Planner card for the evidence owner. Collecting the evidence closes it. Expiring evidence is ranked by risk impact and audit proximity, so you know what to collect first.
Evidence that collects itself
Connected integrations snapshot configuration every 12 hours and file it against the right evidence types; open any automated collection to see the snapshot beside the tests that ran against it, browse history, and download the file.
Documents with review cycles
Policies and procedures carry a review schedule and full revision history. When a review is due, RealCISO creates the cycle and assigns the reviewer. Generate documents from templates in one action, with the evidence link already made.
The evidence board
A calendar of every collection period for the year, color-coded by urgency — on the evidence page and at the center of the audit overview.
Collect once, credit everywhere
One document satisfies every framework it maps to; when it expires, every framework that relied on it is flagged.
Three ways to build one, all from live data
Cleo-generated
Pick a preset — Executive Summary, Audit Readiness Report, Board Summary — and Cleo writes it from your assessment data in seconds: findings, risks, evidence gaps, maturity trajectory. Edit in the rich-text editor.
Template-based
A pre-formatted template auto-fills Satisfaction Score, Maturity Level and Framework Health. Templates are shared across every child organization, so MSP and consultant deliverables stay consistent — update once, every future report picks it up.
Blank
Start from scratch in the rich-text editor with headers, tables and inserted live data.
Live widgets
Maturity trends, top risks, framework status and more embed in any report; they refresh every time the report is rendered and freeze when a version is generated.
Immutable versions
Every edit is tracked — who, when, what — with AI, manual and restore sources recorded. PDF or DOCX export. Link a report to a Planner card for review and approval.
Briefs
A Framework Brief per framework and a Board Review across all of them — always current, exportable as PDF, convertible into an editable report.
Run the audit from a request list, not a folder
Seed the request list
From the framework's assessor requirements or a target maturity level, plus free-form requests for anything else the auditor asks. Owners, due dates, the auditor's own reference on each.
Let fulfilment compute itself
Each request's fulfilment is measured from evidence actually collected during the audit window — manual filings and automated collections alike. Exclusions need a reason that carries into the export.
Work it together
Threaded comments with resolution on every request; notifications deep-link to the right one. My Work shows each person their requests across every audit in progress; the weekly digest lists what is open, due soon and overdue. Ask Cleo where the audit stands.
Export a package the auditor can verify
A submission package organized by request — what was asked, which controls, what was delivered, what was excluded and why — alongside the by-control bundle, with a SHA-256 manifest stamped with the sealed revision. Each export supersedes the last.
Auditors inside the platform. Through RealCISO's partnership with A-LIGN, audit teams can connect directly into the platform to review evidence, post follow-up requests and resolve questions — no separate auditor portal, no re-uploading evidence. Rolling out to joint customers now.
What this looks like in practice
SOC 2 audit prep
Week 1: assessment 85% complete; the request list is seeded from SOC 2 assessor requirements and most requests are already Ready from evidence on file. Week 2: Cleo drafts the readiness report; the CISO adds an overview. Week 3: the auditor works the request list in the platform and receives the hashed package.
Quarterly board update
Open the Board Review brief — Satisfaction progression, maturity trend L1 → L2 → L3, risk status 15 open → 8 → 3, upcoming audits — or ask Cleo for a Board Summary and paste it into the deck.
MSP deliverables
One "Quarterly Compliance Report" template; Client A (SOC 2) and Client B (HIPAA) each run through it with their own data. Improve the template once and every client's next report picks it up.
Policy renewal
Upload "Access Control Policy v3.2", set an annual review. When it comes due RealCISO creates the review cycle and assigns the owner; v3.3 is approved, the cycle closes, status returns to Current — and every control the policy evidences stays covered.
Evidence, Reporting & Audits FAQ
How does evidence expiration work?
Every evidence type has a collection frequency and a maturity level. Collection periods open on schedule and evidence is Current, Expiring Soon, Missing or Expired. When a period opens or goes overdue a Planner card is created for the owner automatically, and collecting the evidence closes it. Types above your current maturity are shown as opportunities — a generated list of what the next level costs you.
What is the audit request list?
Every audit runs from a tracked list of what the auditor will ask for — seeded from the framework's assessor requirements or a target maturity level, with free-form requests for anything else, owners and due dates. Each request moves Open → Ready → Submitted → Accepted or Flagged.
How is request fulfilment measured?
From the evidence actually collected during the audit window, not from a checkbox. Evidence filed in normal collection counts automatically, automated integration collections count on their own, and any evidence you exclude from a request needs a stated reason that carries into the export.
What does the auditor receive?
A submission package organized by request — each folder states what was asked, which controls it maps to, what was delivered, and what was excluded and why — alongside the full bundle organized by control, with a SHA-256 manifest of every file. Auditors from A-LIGN can also connect directly into the platform to review evidence and post follow-up requests; that connection is rolling out to joint customers.
How are reports generated?
Three ways: Cleo generates one from a preset prompt — Executive Summary, Audit Readiness, Board Summary — in seconds from live assessment data; a template auto-fills your scores and framework health; or start blank in the rich-text editor. Every edit is versioned, exports are PDF or DOCX, and live widgets refresh on render and freeze when a version is generated.
What are Briefs?
Each environment has a Framework Brief (maturity, trends, risks and gaps to goal for one framework) and a Board Review (an executive program review across all frameworks). They stay current on their own, export to PDF, and can be converted into an editable report — the standing deliverable instead of a report someone has to remember to run.
Go deeper on any capability
Where evidence comes from and where the reports go.
Stop copy-pasting compliance reports
Live-data reports in seconds, evidence that tells you before it expires, and an audit that runs from a list.
Start Free Book a Demo