Stepwork logo
Why Stepwork
Capabilities
Security
Company
Book a Demo
Why StepworkCapabilitiesSecurityCompany
Stepwork logo

Interface automation that can automate any flow a human can do. No APIs needed.

Product

  • Why Stepwork
  • Capabilities
  • Benchmark

Compare

  • All Comparisons
  • Stepwork vs UiPath
  • Stepwork vs Zapier
  • Stepwork vs ServiceNow
  • Stepwork vs Scribe

Provisioning

  • Overview
  • Directory

Integrations

  • All Integrations
  • Okta
  • Microsoft Entra ID
  • Google Workspace
  • 1Password
  • OneLogin
  • Ping Identity

Company

  • About
  • Security

Legal

  • Terms and Conditions
  • Privacy Policy
  • Data Processing Agreement
  • Subprocessors
1849 Union St, San Francisco, CA 94123, USA·Loot Discount inc dba Stepwork
LinkedIn

© 2026 Stepwork. All rights reserved.·Design System

  1. Home /
  2. Provisioning /
  3. Finance /
  4. Clearwater Analytics

Automate Clearwater Analytics User Provisioning
Without SCIM

Clearwater Analytics does not currently offer SCIM-based user provisioning. Stepwork automates Clearwater Analytics provisioning with 98% accuracy — no API required.

Clearwater Analytics

clearwateranalytics.com/ ↗
No SCIM Support
Category: FinanceSign-On: SAMLSCIM: Not supported

Why This Is Painful

Primary: No SCIM
  • Complex RBAC
  • Manual offboarding
  • Audit checks

Technical Constraint

SAML SSO setup (Paywalled); NO native SCIM Complexity Vector: Portfolio/reporting access is scoped in the UI and often exception-heavy. Stepwork is needed to automate UI access reviews and evidence collection when SCIM is unavailable.

How Stepwork Solves This

Automate the collection of access evidence from Clearwater Analytics for SOC2 audits. Stepwork captures the necessary screenshots and logs to satisfy auditors without manual intervention…which is why teams use Stepwork to automate Clearwater Analytics flows with 98% accuracy without needing an API.

How Stepwork Authenticates to Clearwater Analytics

Clearwater Analytics supports SAML sign-on. Stepwork authenticates through your existing identity provider — the same way your employees do.

OktaMicrosoft Entra ID1PasswordGoogle Workspace
  • ✓Full MFA support — OTP, passkeys, push notifications
  • ✓Signs in via your SSO / identity provider
  • ✓No service accounts or separate credentials
  • ✓Every action logged and auditable for SOC2 / GDPR

Works Alongside Your Stack

Identity
OktaMicrosoft Entra IDOneLogin
Compliance
VantaDrataAuditBoard
Data
Custodian feedsCSV/ExcelSnowflake

Frequently Asked Questions About Clearwater Analytics Provisioning

Does Clearwater Analytics support SCIM?

No. Clearwater Analytics does not currently offer SCIM-based user provisioning, leaving IT teams to manage user lifecycle changes manually.

How do you automate user provisioning in Clearwater Analytics?

Stepwork automates Clearwater Analytics provisioning through interface automation — the same way a human would, but with 98% accuracy and no API required. Record the flow once, and Stepwork runs it on demand or on a schedule.

Is Stepwork secure for Clearwater Analytics?

Yes. Stepwork authenticates to Clearwater Analytics through your existing identity provider (Okta, Microsoft Entra ID, 1Password, etc.) and completes MFA natively — including OTP, passkeys, and push notifications. No separate credentials or service accounts are needed.

What are the risks of manual Clearwater Analytics provisioning?

The primary risk is no scim. Additional risks include complex rbac, manual offboarding, audit checks. Stepwork eliminates these risks by automating the entire provisioning workflow.

Does Stepwork bypass Clearwater Analytics MFA?

No. Stepwork completes MFA exactly like a human user — supporting OTP, passkeys, push notifications, and other methods. It signs in through your existing identity provider via SAML, mirroring your organization's security posture.

More Finance Apps

2Checkout

No SCIM Support

Finance

Abacum

No SCIM Support

Finance

Abacus

No SCIM Support

Finance

Access Softek

No SCIM Support

Finance

ACI Worldwide

No SCIM Support

Finance

Airwallex

No SCIM Support

Finance

Automate Clearwater Analytics Provisioning

See how Stepwork provisions users in Clearwater Analytics with 98% accuracy — in a 15-minute demo.

Book a Demo