From 1 July 2025, the CPS230 regulation will reshape how APRA-regulated entities manage operational risk, business continuity, and service provider oversight. Fluency offers AI-powered CPS230 document automation to help organisations meet the standard's documentation and control requirements - without relying on static templates or manual processes. Our platform generates structured, traceable, and audit-ready documentation in real time, helping financial institutions manage risk and meet APRA's expectations with speed and accuracy. The CPS230 requirements demand clear, consistent, and controlled documentation across critical operations, incident response, business continuity planning, and third-party relationships. Fluency automates the creation of this documentation - capturing actions as they happen and generating structured outputs including: - Step-by-step SOPs with visuals - Time-stamped metadata and user logs - Business context for each documented process - Version-controlled records with change history - Approval workflows and role-based access This ensures your CPS230 documentation creation process keeps pace with operational changes and remains ready for internal reviews or APRA audits. Fluency supports CPS 230 compliance across all APRA-regulated industries: - Banks and authorised deposit-taking institutions (ADIs) - Life, general, and health insurers - Superannuation (RSE) licensees - Foreign entity branches operating in Australia Our CPS230 SOPs automation functionality allows operational, risk, and compliance teams to standardise documentation, reduce administrative overhead, and retain full control over approvals and updates. <<CTA>> CPS230 introduces a new operational risk management standard that focuses on three main pillars. Fluency supports documentation across each: Capture internal control procedures, escalation workflows, and monitoring processes as structured SOPs - generated automatically during real work. Document recovery procedures, alternate service arrangements, and disruption response playbooks using our CPS230 document generator. Generate SOPs for onboarding, due diligence, monitoring, and exit plans for material service providers. Track changes over time and link documents to service-level agreements and contracts. For a full breakdown of the regulation's scope and expectations, refer to APRA's official **CPS 230** guidance. No more writing or updating static Word documents. Built-in versioning and sign-off workflows aligned with governance structures. All documentation includes timestamps, user history, and structured formatting. Centralised document access and feedback tools help teams align on critical process detail. Capture work as it happens - documentation is created automatically. Fluency helps regulated entities accelerate their CPS230 implementation timeline. You can: - Generate real-time SOPs for operational risk controls - Maintain business continuity records in a central, controlled environment - Create evidence-ready documentation for service provider oversight - Assign documentation tasks to SMEs and reviewers with tracked outcomes - Ensure consistency across regions, departments, and reporting lines As APRA's expectations become clearer, your organisation needs to move fast. Fluency delivers a unified, automated solution for managing the documentation burden associated with CPS230 compliance - from risk frameworks to recovery plans.
Managing ISO 27001 documentation is a constant balancing act - between technical accuracy, version control, access restrictions, and audit-readiness. Fluency gives you a better way to manage and generate ISO 27001 documents, with automated creation, secure storage, and full traceability - built specifically for real-world security operations. Whether you're preparing for certification or maintaining your ISMS, Fluency replaces manual templates and file folders with automated, structured documentation that keeps pace with how your team actually works. Fluency's platform automatically generates ISO 27001 documents as team members carry out tasks - such as managing access controls, implementing security patches, or responding to incidents. Each process is captured in real time, then turned into structured documentation that includes: - Step-by-step actions - Annotated screenshots - Timestamped metadata - Business context behind decisions - Version control and change history This ensures that your ISO 27001 document creation reflects the actual practice - not outdated templates or theoretical steps. Manual document control slows everything down - and introduces risk. Fluency provides built-in ISO 27001 document control tools to manage updates, approvals, and distribution from one secure interface. Features include: - Role-based access permissions - Approval workflows with notifications - Change tracking and revision logs - Controlled visibility across departments - Full audit trails for every document Each ISO 27001 document is stored in a central, secure repository with encryption and user-level access tracking - supporting compliance with clauses 7.5 (Documented Information), 8 (Operational Planning), and Annex A controls. <<CTA>> Most organisations rely on pre-filled ISO 27001 documentation templates, often disconnected from real systems. Fluency allows you to generate living documentation from real operational behaviour - without filling out Word docs or manually updating SharePoint folders. Fluency acts as an ISO 27001 document generator, allowing you to: - Create SOPs for technical and procedural controls - Document access reviews, backups, and system updates - Maintain real-time records of how controls are executed - Easily demonstrate compliance during audits or reviews No generic templates. Just real documentation that evolves as your processes do. Document how new users are provisioned, access is reviewed, and admin rights are approved. Generate documentation as system updates or security patches are deployed - linked to source systems. Capture how risk assessments are performed, who's involved, and how mitigations are applied. Turn live security responses into audit-ready incident handling SOPs - without needing to write them manually. Generate process records for infrastructure or software changes - aligned with ISO 27001 Annex A controls. Fluency is designed for organisations managing complex security operations across departments, systems, and compliance frameworks. We help you meet documentation demands across: - Internal security controls - External audit preparation - Third-party risk assurance - Certification and surveillance cycles Whether you're working toward certification or operating a mature ISMS, Fluency gives you the documentation control needed to maintain trust and pass scrutiny. - SOC 2 Type I & II certification - End-to-end encryption - Australian data residency - PII redaction in screenshots and SOPs - Fully traceable document activity and user access - Auto-generate documents from actual workflows - Maintain versioned, centralised SOPs for all controls - Improve consistency across sites, departments, and shifts - Reduce risk of outdated or missing documentation - Support internal and external audits with zero rework Fluency turns complex operational processes into traceable, structured documentation that supports every stage of your ISMS. Our ISO 27001 document automation capabilities help security, IT, and compliance teams document faster, with less risk and more control.
Fluency provides AI-powered ISO document control software for teams that need to document, manage, and update standard operating procedures in line with ISO quality standards. Designed for real-time environments - where processes evolve faster than templates - Fluency ensures your documentation is always accurate, versioned, and audit-ready. This page outlines exactly how Fluency supports ISO-aligned teams with document creation, change tracking, and controlled access, all within a secure environment. Clause 7.5 of ISO 9001 and similar standards requires that documented information is: - Approved prior to release - Reviewed and updated as necessary - Identified and controlled to prevent unintended use - Protected against loss of integrity or confidentiality Fluency supports each of these requirements with built-in version control, approval workflows, and access restrictions. As users complete their tasks, Fluency captures each action and generates structured ISO SOPs, complete with step logic, visuals, and timestamps. All documents are traceable, controlled, and stored in a secure, central repository. Fluency captures how a task is performed in real time - no screenshots or manual edits required. Once the process is completed, Fluency: - Generates a draft SOP automatically - Includes annotated visuals and relevant decisions - Saves the file into your controlled documentation hub - Applies version history, reviewer roles, and permission settings - Supports review and approval before finalisation This eliminates delays and ensures your documentation reflects how processes are actually executed on the ground. Fluency includes features designed to support ISO-aligned documentation, including: Every document update is recorded. You can view past versions, compare changes, and generate logs for audits. Restrict visibility, editing, or approval based on department, team, or function. Documents require sign-off before publishing. Internal reviewers are notified automatically, and approvals are logged. Automatically remove sensitive data (e.g. passwords, client details) from screen captures or text. No uncontrolled copies or uncontrolled distribution. Staff access only the current, approved version of the SOP. <<CTA>> Fluency supports documentation workflows for: - **ISO 9001**: Quality management - **ISO 27001**: Information security - **ISO 14001**: Environmental management - **ISO 13485**: Medical devices - **ISO 45001**: Occupational health and safety Whether you're preparing for initial certification or managing ongoing surveillance audits, Fluency provides the tools to maintain documentation integrity across sites and teams. - Documenting and updating calibration procedures for ISO 9001 - Capturing security protocols for ISO 27001 audits - Maintaining SOPs across multi-site manufacturing environments - Providing digital audit trails for quality management reviews - Rapidly onboarding new team members with ISO-aligned procedures - SOC 2 Type I & II Certified - Data encrypted in transit and at rest - Hosted on Australian infrastructure - Fully traceable activity logs - Works across desktop software, legacy platforms, and web applications - Generate ISO SOPs automatically as work is done - Maintain full document control - versioning, approval, and permissions built in - Reduce risk of non-compliance from outdated or inconsistent procedures - Pass audits with confidence using structured, searchable, and traceable documentation - No templates or formatting needed - output is structured for audit from day one Fluency helps ISO-certified teams move beyond static templates and file folders - automating the ISO documentation process while maintaining full control.
Compliance doesn't wait for documentation to catch up. Fluency offers a secure, structured compliance document management system that captures, organises, and maintains your critical procedures in real time - without burdening your teams. Designed for regulated industries, Fluency's platform creates audit-ready SOPs automatically and keeps them version-controlled, traceable, and accessible - so you're always one step ahead of audits, inspections, or internal reviews. Traditional compliance document management relies on manual uploads, shared drives, and disconnected folders. These methods quickly become outdated, difficult to maintain, and vulnerable to human error. Fluency solves this by automating the documentation process itself. As teams carry out their work - whether in software systems or physical workflows - Fluency captures the actions, context, and supporting visuals needed to generate structured, compliant SOPs. Every document is securely stored, version-controlled, and linked to a central knowledge hub. No chasing screenshots. No uploading files. No guesswork. Fluency is more than a compliance document management software. It's a live documentation engine designed to support process-heavy teams in regulated sectors like: - Financial services - Insurance - Asset management - Professional services - Government & public sector - Manufacturing We combine intelligent documentation capture with governance, version control, and role-based access - making it easy to meet your doc compliance obligations at scale. <<CTA>> Fluency captures process steps and creates documentation as your team works. Every document is timestamped, versioned, and traceable - ensuring a complete compliance trail. Role-based permissions restrict visibility and editing to authorised users only. Automatically detects and removes passwords or PII from screenshots and text. Structured SOPs include step logic, screenshots, metadata, and timestamps. Store all compliance procedures, policies, and records in one secure place. Fluency supports documentation and compliance needs across departments: Auto-generate internal policies, workflows, and risk control procedures - without manual formatting. Produce traceable records of how tasks were completed, by whom, and when - down to each step. Ensure process adherence by linking each SOP to real activity, not just theory. Standardise knowledge across regions or teams with consistent, current documentation. Capture and maintain the documentation needed to prove oversight and mitigate compliance exposure. Unlike basic file storage tools, Fluency is built with real-world compliance needs in mind. That means: - Real-time SOP creation - Tamper-proof versioning - Local data residency (Australia) - End-to-end encryption - SOC 2 Type I & II certification - Full visibility into document history, usage, and change logs This isn't just a compliance document management system - it's your operational safeguard. Compliance doesn't wait for manual documentation. With Fluency, your organisation can: - Reduce documentation time by 80% - Ensure every SOP is structured, traceable, and secure - Provide instant documentation during audits or reviews - Maintain clarity and control across locations, departments, and systems - Improve team accountability with detailed process records Fluency helps compliance and operations teams move beyond spreadsheets and static folders. With our AI-powered system, your documentation stays consistent, accessible, and up to date - no matter how fast your processes evolve.
Most digital adoption platforms focus on pop-ups, walkthroughs, and embedded tooltips. Fluency takes a different approach. Our platform helps teams adopt new software and workflows through structured SOPs and real-time documentation - automatically captured as your team works. If your priority is standardisation, process clarity, and long-term operational adoption - particularly in regulated, service-heavy industries - Fluency may be the best digital adoption platform alternative for your environment. A digital adoption platform (DAP) is a type of software that helps organisations onboard users onto new tools or systems. DAPs often use overlays, prompts, or in-app guides to walk users through tasks. This approach works well for simple apps - but it falls short when adoption requires deeper process understanding or long-term SOP consistency. Fluency fills that gap. Instead of relying on temporary walkthroughs, we help teams embed process knowledge directly into how they work - creating searchable, role-specific documentation that reflects actual system usage. Fluency supports digital adoption by making it easier to: - Train users on new or updated systems - Capture how experienced staff use tools and replicate those steps as SOPs - Onboard new hires with documented workflows - Maintain consistency across teams, departments, and locations - Avoid "retraining" after walkthroughs disappear or UI changes Traditional digital adoption platforms are built for web-based SaaS tools. Fluency works everywhere - across legacy systems, proprietary software, on-prem applications, and physical workflows. That makes it ideal for: - **Financial services** - Banks - Insurance companies - Asset management - **Government** - **Manufacturing** - **Professional services** If your tools can't be embedded or altered, but you still need to support long-term process adoption - Fluency offers a better path forward. Fluency makes it easy to build real-time documentation that supports: - **Initial onboarding** – Document new processes during training and share with future team members - **Process updates** – Automatically update documentation when procedures change - **Ongoing support** – Provide searchable guides for role-specific workflows, available on demand - **Compliance training** – Ensure adoption of procedures that meet audit and regulatory standards All without needing to manually write guides, take screenshots, or chase subject matter experts. - **AI-generated SOPs** – Fluency captures real-time user behaviour and generates clear, structured documentation - **Version control & approval workflows** – Keep training content up to date and compliant - **Role-based access** – Ensure teams only see the processes that apply to them - **Annotation and editing tools** – Add context, instructions, and warnings to key steps - **Central knowledge hub** – Give users one place to find answers - no extra software required <<CTA>> Fluency may be a better alternative to a standard digital adoption platform if: - You work with complex or regulated systems - You can't embed overlays in your software - You need traceable, auditable documentation - You care more about repeatable execution than UI prompts - You want documentation that lasts beyond the first few weeks of adoption Fluency helps organisations onboard, train, and scale by making process knowledge accessible - at the moment it's needed, in the format teams already trust: structured SOPs.
Fluency is an AI document generator purpose-built for teams working in high-stakes environments. Whether you're capturing onboarding procedures, compliance steps, or operational workflows, Fluency automatically turns your processes into structured, audit-ready documentation - no formatting, screenshots or rework required. Unlike basic tools designed for generic how-tos, Fluency was built to automate document creation for industries where accuracy, compliance, and internal governance matter. That means your team gets structured documents with annotated visuals, business logic, and version history - delivered instantly. With Fluency, you don't write documentation after the fact. You capture it while doing the work. Our AI document creator tracks your real-time activity - whether in a system or physical environment - and automatically generates: - Step-by-step procedures - Annotated screenshots - Rationale behind each action - Timestamped activity logs - Centralised version control This is more than just text. It's documentation automation that captures the full operational context of your workflow. Fluency is trusted by teams in: - Financial services - Asset management - Professional services - FinTech - Insurance - Manufacturing These industries need more than a basic AI document writer. They need a document automation software solution that ensures consistency, preserves knowledge, and meets compliance obligations - without slowing down operations. Most document generation software focuses on speed. Fluency focuses on speed and accuracy. Our AI doesn't just replicate what you click - it understands why each step matters and creates a guide that reflects your unique workflow logic. - **Full business logic capture**: Go beyond the clicks - preserve intent and decision rationale - **Audit-ready documents**: Generate traceable, compliant records from the first draft - **Version-controlled repository**: Centralise and manage every SOP in one secure location - **No integration needed**: Works across any tool or system, including legacy apps Our AI document automation platform can create detailed, structured documentation for: For internal teams, audits, or third-party reviews. Capture how work is done in real-time and speed up new hire onboarding. Document onboarding steps across CRMs, compliance tools, and finance systems. Automatically create and update procedures for regulated tasks - no manual effort required. Document how staff use internal tools, including step-by-step user guides. Capture the actual steps taken during system issues or audits to refine future responses. <<CTA>> Teams reduce documentation time by 80% - capturing as they work, rather than writing afterwards. Every step is documented in context, eliminating gaps and inconsistencies. Build a provable, traceable library of operational procedures without increasing manual workload. Whether expanding offices or onboarding new staff, Fluency helps you scale processes - not just people. Built for regulated industries, Fluency's security credentials include: - SOC 2 Type I & II Certification - End-to-end encryption in transit and at rest - Role-based access controls - Automatic redaction of sensitive data - Australian data residency for local compliance Fluency is the smart way to auto generate documentation across departments, systems, and locations. Whether you need to train teams, standardise compliance processes, or retain institutional knowledge, Fluency delivers a structured, reliable output every time. Ready to replace outdated documentation habits with intelligent automation?
Fluency helps teams visualise and understand their workflows from both a strategic and operational level. With built-in process mapping tools, you can map out your business processes clearly, link them to real-time documentation, and ensure alignment between what's designed and what actually happens. Unlike standalone business process mapping tools, Fluency combines process mapping with structured documentation - so your maps aren't static diagrams. They're interactive, actionable, and always up to date. Traditional process mapping tools give you a top-down view of your workflows - but they often stop at the diagram. Fluency goes further. Each node in a Fluency process map is clickable and connected to live, automatically generated documentation. That means your diagrams don't just describe what should happen - they show exactly how tasks are completed in real life. This tight connection between visual mapping and SOP detail helps teams: - Eliminate knowledge silos - Align departments with business goals - Spot process gaps and overlaps - Improve audit readiness and accountability A business process mapping tool helps teams create a visual representation of how a process flows - usually from start to finish. These maps clarify roles, decisions, systems, and sequences of work across departments. Fluency enhances this by linking each mapped step to its corresponding SOP, built automatically by our documentation engine. This creates a closed loop: your map reflects the real process, and the real process is traceable, structured, and stored. Visually map out entire processes using familiar symbols, flows, and structures. Link each node to a structured SOP, giving teams instant access to implementation detail. As your processes evolve, your documentation updates - ensuring your maps are always current. Make it easy for operations, compliance, IT, and leadership to work from a shared understanding. Use Fluency's interface as a mapping processes tool - no specialised software or integrations required. <<CTA>> Whether you're leading a transformation project or standardising operations across regions, Fluency helps you bring clarity to complex workflows. Visualise the full flow of tasks, decisions, and systems involved in rolling out new services or technology. Map your regulatory or governance workflows and connect each node to live SOPs that meet audit requirements. Help new team members understand not just what to do, but where their tasks fit in the wider business process. Identify process gaps, inefficiencies, or duplicated steps by comparing your mapped flow with real-time documentation. Fluency's approach to process mapping is grounded in how work actually gets done. With real-time documentation capture and connected SOPs, you don't just map the process once - you keep it relevant and usable across teams, offices, and systems. Other process mapping tools may give you a diagram. Fluency gives you visibility. Fluency's process maps and documentation features are backed by our enterprise-grade security framework: - Role-based access and edit control - Full version history - Australian data residency - End-to-end encryption - SOC 2 Type I & II certification Fluency is more than just a mapping processes tool - it's a platform for operational clarity. From high-level process flows to step-by-step SOPs, our interactive maps help teams navigate complexity with confidence.
Creating standard operating procedures shouldn't take hours - or slow your team down. Fluency's AI SOP generator captures real-time activity across your systems and turns it into accurate, audit-ready documentation in minutes. It's not just about writing steps - it's about documenting the logic, intent, and detail behind your most critical workflows. Whether you're in financial services, asset management, insurance, or a compliance-driven team, Fluency replaces manual SOP writing with intelligent, hands-free documentation that works while you do. Writing SOPs manually is a slow, repetitive process. Teams often rely on shared folders, Word docs, or outdated templates that: - Miss critical steps - Are inconsistent across departments - Quickly become outdated - Can't keep up with compliance changes As processes evolve and operations scale, relying on human memory and static documentation isn't just inefficient - it's a liability. Fluency acts as a live recorder for your operational knowledge. As you carry out a task, our AI SOP writer: - Captures every step you take across software, systems, or even physical workflows - Automatically documents the process with annotated screenshots - Embeds the business logic behind each action - so the "why" is always clear - Generates a structured SOP that's ready to share, edit, and audit Most tools on the market offer surface-level instruction capture. Fluency goes deeper. - **AI SOP creator with business logic**: Capture not just what you do - but why you do it - **Standardised formatting**: Every SOP is consistent, structured, and ready to deploy - **Version control built in**: Track edits, approvals, and updates over time - **No integrations needed**: Works across any tool, app, or interface - no code required Whether your team is documenting how to process client trades, handle compliance escalations, or onboard new software users, Fluency eliminates rework and keeps your documentation accurate. <<CTA>> Fluency is trusted by process-heavy organisations that need reliable, secure, and repeatable documentation. Common SOPs created with Fluency include: Capture the steps your team takes in CRMs, compliance checks, and finance systems to onboard clients quickly and consistently. Ensure every step of your regulatory workflows is documented, traceable, and ready for audit. Automatically record what happens during a live incident, producing real-time playbooks for IT, risk, or ops teams. Document complex processes that span multiple systems - Fluency captures it all in one pass. Reduce shadow training and ramp-up time by auto-generating training materials from your actual processes. Manual SOP writing wastes hours of productive time. Fluency's AI SOP creator is designed to: - Reduce documentation time by 80% - Preserve institutional knowledge across staff turnover - Maintain consistent SOPs across distributed teams - Improve compliance visibility and audit readiness - Remove the burden of reformatting, editing, and updating docs manually We know that in regulated industries, data protection is non-negotiable. Fluency delivers: - SOC 2 Type I & II certification - Role-based access controls - End-to-end encryption - PII redaction (screenshots and text) - Full version history and audit trails - Australian data residency Fluency is more than just a sop writer - it's documentation infrastructure for growing, complex organisations. Our platform lets you: - Auto-generate SOPs while performing your regular tasks - Edit and annotate directly in-platform - Combine SOPs into shareable manuals - Share securely via links, downloads, or embedded knowledge bases Whether you're building SOPs for compliance, training, or cross-team consistency, Fluency does the heavy lifting - so you don't have to.
Trusted by leading operations teams