Finance Teams
Defensible numbers for board decks & filings.
Every figure ships with its certificate - board-ready.
Certified · net_revenue · v3 · #A-10293See it for FinanceSecure, Governed Analytics.Powered by Trusted Agents.
Ask questions, get trusted answers - on a secure platform your enterprise can rely on.
Audit-grade lineage Question to source in one click
Certified metrics only No hallucinated numbers in any report
Role-based access Controllers see actuals; managers see budget only
Role-gated data access Row- and field-level masking, enforced at query time
Agent query
Re-run
"What was revenue last quarter by region?"
Q3 Revenue by Region (vs. Plan)
West$1.2M+8%
East$0.98Mon target
Central$0.72M−3%
South$0.31M−11%
Sources verified: Revenue metric v3.2 · warehouse.revenue_metrics · Role: full access
Zero
Hallucinations
14s
Avg answer
100%
Audited
Connects to any data source - warehouses, databases & spreadsheets
SnowflakePostgreSQLBigQueryMongoDBDatabricksMySQLAmazon RedshiftRedisSQL ServerGoogle SheetsOracleElasticsearchExcelMariaDBGoogle CloudApache SparkAirtableAzureSQLiteTableauSnowflakePostgreSQLBigQueryMongoDBDatabricksMySQLAmazon RedshiftRedisSQL ServerGoogle SheetsOracleElasticsearchExcelMariaDBGoogle CloudApache SparkAirtableAzureSQLiteTableauSnowflakePostgreSQLBigQueryMongoDBDatabricksMySQLAmazon RedshiftRedisSQL ServerGoogle SheetsOracleElasticsearchExcelMariaDBGoogle CloudApache SparkAirtableAzureSQLiteTableau
AI-first
AI isn’t a feature here. It’s how every answer is made.
Intelligence runs through every layer of Quaeris - from understanding your question to citing the metric behind the answer. Agents don’t just fetch data; they reason over your governed semantic layer to deliver answers your whole team can trust.
Natural-Language Queries
Ask in plain English. Agents translate your question into governed queries against the semantic layer - no SQL, no waiting on the data team.
Smart Semantic and Context Layer
Unlike traditional BI tools requiring months of modeling, Quaeris automatically learns your business definitions and data relationships as you interact.
Trusted responsible Agents
A conversational analyst that turns questions into answers, charts, and next steps across your entire warehouse.
Data+Documents+Collaborations
Every answer maps to certified metrics and definitions, so the number you see is the number everyone else sees.
Predictive & Proactive Insights
Agents forecast, flag anomalies, and diagnose root causes - sending proactive alerts to your inbox or Slack before issues impact your business.
Source Citations & Lineage
Each result cites the tables, metrics, and logic behind it. Trace any number back to its source in one click.
Governed analytics,
tuned to how you're regulated.
Data & Analytics Teams
Certify once, stop re-answering the same question.
net_revenue Certified · reused
Define it once - every repeat ask reuses the certified answer.
FINANCE_DW.fct_revenue · SnowflakeSee it for Data teamsCompliance & Risk
Every answer pre-audited, access enforced at query time.
John Analyst · APAC scope $48.2M
Marketing user no Finance scope Denied
Enforced at query time - allowed or denied, both logged.
Access denied at query time · #A-10294See it for ComplianceInternal and External Audit
SOX · BCBS 239 · SR 11-7
Board filing$48.2M
net_revenuecertified v3
fct_revenuesource row
Insurance
NAIC · Solvency II · IFRS 17
Reserve $214.7M
Owner: Actuarial · signed off 2026-04-12
Private Capital
Portfolio · LP reporting · DPI
| Portfolio co | NAV | Status |
|---|---|---|
| Atlas Mfg | $312M | reported |
| Vertex Health | $188M | auto-pulled |
Retail & CPG
Trade promo · Supply chain · Demand
Stockout risk: 3 SKUs
Flagged 3 days before the shelf went empty
Electric Cooperatives
NERC CIP · SAIDI/SAIFI
AMI · SCADA · GISsiloed
Outage causejoined
in secondstraceable
Construction
Budget · WIP · PM self-serve
Budget variance −2.1%
PM self-serve · daily, with lineage
Warehouse-Native & Secure
Your data never leaves your warehouse.We bring the agents to it.
Quaeris queries Snowflake, BigQuery, Databricks, Redshift, and Synapse in place. No copy. No egress. Role-gated at query time. Every question logged.
Architecturepush-down execution
No data copied · No egress · Role-gated at query timeRows moved: 0
Audit Trail
- 09:14:03 UTCJohn asked a question"What was Q3 net revenue for APAC?"user: john@co · role: Analyst
- 09:14:03 UTCRole verified · Scope: APACFinance data access confirmed. Row-level filter applied.Scope: APAC
- 09:14:04 UTCMatched certified metricnet_revenue v3 · Owner: FP&A · Certified 2026-04-12Certified v3
- 09:14:05 UTCQueried FINANCE_DW in placeFINANCE_DW.fct_revenue · Snowflake push-down0 rows copied · 0 egress
- 09:14:06 UTC$48.2M returned · +6.1% QoQAnswer delivered to John. Audit record written.Audit #A-10293
- 09:17:44 UTCMarketing user asked a question"What was Q3 net revenue for APAC?"user: mktg-user@co · role: Marketing
- 09:17:44 UTCRole check: MarketingScope evaluated: Finance datasets not in role grants.No Finance Scope
- 09:17:44 UTCAccess denied at query timeQuery blocked before warehouse execution. No data touched.Audit #A-10294
SOC 2 in progress
GDPR supported
HIPAA roadmap
Real outcomes. Real data teams.
Generic claims don't move data leaders. Here is what deploying Quaeris actually looks like after 90 days.
Kova Finance
Reduced ad-hoc analytics requests to the data team by 84% while expanding self-serve access to 600+ business users - without relaxing governance controls.
84%Fewer ad-hoc requests
600+Self-serve users
90Days to full rollout
Connected Quaeris to their Snowflake warehouse, migrated 120 certified metric definitions into the semantic layer, and opened the agent interface to all business teams - with row-level security enforced automatically.
Read the storyOrbit Analytics
Cut time-to-insight from an average of 3 days to under 20 minutes - eliminating the request backlog that had blocked four product launches.
20 minAvg. time-to-insight
3×Faster than tickets
0Hallucinated numbers
Deployed the Quaeris semantic layer across their product, revenue, and marketing metrics. Agents now answer product-usage and pipeline questions directly - with sources cited in every response.
Read the storyNorthwind Co.
Unified conflicting metric definitions across 6 regional teams - giving executives a single, consistent view of performance for the first time.
6Regional teams aligned
1Metric definition per KPI
11×ROI on analytics time
Audited 300+ metric variants across legacy BI tools, consolidated to 80 certified definitions in the Quaeris semantic layer, and retired four dashboards that had been the source of conflicting board reports.
Read the storyBuilt with the teams who own the numbers.
CFOs, data leaders, and analysts across finance, insurance, and retail - in their own words, with the outcomes they measured after deploying Quaeris.
Trusted by finance, data & compliance teams at regulated enterprises.
“The lineage view alone justified the rollout. Anyone can click an answer and trace it straight back to the source table - so we stopped re-litigating numbers in every meeting and started acting on them. That transparency is what governance actually looks like.”Every answer traceable to source
Sofia ReyesVP, Analytics · Orbit Analytics
41%
self-serve BI adoption, up from 9% on the old stack
0
hallucinated numbers - answers query governed metrics, not a model's memory
Orbit Analytics
B2B SaaS · Snowflake
Governed answers
“Every analytics AI we tried invented numbers when it didn't know the answer. Quaeris is architecturally different - it queries governed metrics, so it simply can't hallucinate. That's the part our board cared about.”0 made-up numbers in any report
Devon WalshChief Data Officer · Lumio Retail
Role-based access
“I was wary of giving executives direct query access. Role-based controls meant I didn't have to be - everyone sees only what their role permits, enforced at query time, not bolted on after.”Access enforced at query time
Aanya TanHead of Data Platform · Vertex Health
Time-to-insight
“My analysts had become the pipeline - every question turned into a ticket. Now finance asks in plain English and gets a sourced answer in under a minute. The backlog just disappeared.”3 days → under 1 minute
Marcus HaleDirector of FP&A · Kova Finance
Audit & compliance
“Quarterly regulatory submissions took three weeks of reconciliation. With certified metrics and automatic lineage on every answer, we're done in four days - and examiners stopped asking where the numbers came from.”Submissions: 3 weeks → 4 days
Hannah BrooksController · Meridian Insurance
Adoption & cost
“We'd spent years and real budget on a modern stack almost nobody used. Quaeris pushed self-serve adoption past 40% in a quarter and cut our BI dev spend by 70% - without another hire.”Adoption <10% → 40%+ · 70% lower BI cost
Chris JordanChief Analytics Officer · Cedar Group
See Quaeris answer your own questions.
We connect to your warehouse, load your certified metrics, and show agents answering - with sources cited - against your own data. No copy, no migration.