Purpose-built for securities compliance in Canada
Scale compliance.
Not compliance headcount.
We turn manual compliance processes into continuously running controls.
Monitoring. Testing. Investigations. Evidence.
Lineage works with your team to identify repetitive compliance work, connect the data behind it, and automate it on our agentic compliance platform.
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Platform concept · Illustrative demo data
Less manual work
Your best compliance people shouldn't be assembling spreadsheets.
Pulling data. Running recurring tests. Reviewing transactions. Gathering evidence. Following up on exceptions. Tracking remediation.
This work needs to happen. It doesn't always need a compliance professional to perform it manually.
Lineage turns that work into infrastructure.
Your team defines the controls and retains professional judgment. Lineage handles more of the work around them.
The platform
From obligation to evidence.
One continuous, traceable record of your compliance program.
Obligation Control Test Exception Decision Evidence
Monitor continuously
Run controls against transactions, accounts and firm-level data instead of relying entirely on periodic manual reviews.
Investigate faster
Bring together the relevant data, history and evidence so your team can investigate the exception — not hunt for information.
Keep the evidence
Tests, exceptions, decisions, approvals and remediation become part of a persistent audit trail.
Keep humans in control
Agents handle repetitive execution. Your compliance professionals handle judgment, escalation and accountability.
Working with Lineage
We get it working for you.
Every firm has different systems, data and procedures. We start with yours.
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Show us the work
Bring a compliance process that consumes meaningful time. We learn the data, exceptions and evidence it depends on.
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We connect it
Connect your existing systems through APIs, secure feeds, integrations or exports. No rip-and-replace required.
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We automate it
Implement testing, monitoring, exception handling and evidence collection, with human review built in.
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We prove it together
Run alongside your existing process. Validate the results, tune the control, then automate the next one.
Start with one painful workflow. Prove the value. Expand from there.
Our approach
Software underneath.
Service where it matters.
Lineage is
- A compliance platform implemented around your operation.
- Automation connected to your real systems and data.
- Continuous monitoring, testing and evidence generation.
- A system that becomes more valuable as more controls run through it.
Lineage isn't
- Another dashboard for your team to maintain.
- A generic AI chatbot pointed at your policies.
- Self-serve software your compliance team has to configure.
- A replacement for professional compliance judgment.
There is work upfront. The payoff is less work afterward.
Built in Canada
Built here. For the Canadian market.
Lineage is built around Canadian securities regulation. Canadian requirements aren't a localization layer added to software designed for another market.
Supervise more. Test more. Document more.
Without requiring proportionally more people to do it.
Start with one workflow
Show us the compliance work.
You don't need to commit to a transformation project. Start with one process your team wishes it didn't have to keep doing manually.
We'll determine what can realistically be automated, what data it requires and what a focused first implementation could look like.
Talk to the founder