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The biggest time drain for CFOs is chasing information, data, and people.
QuaerisAI solves this problem by centralizing your data, documents, and collaboration into one streamlined workflow.
*: QuaerisAI comes with unlimited user licenses
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Contracts, Policies or Invoices
Get answers and extract data in minutes
Why invest 10s of thousands of dollars per year in a CLM (Contract Lifecycle Management) solution or AP automation solutions? Start with Quaeris and automate processes.
Ask Natural Language questions from 100s of files in your OneDrive or SharePoint and de-bottleneck information pipelines.
"Increase productivity by centralizing finance workflows with Quaeris"
Data to value in minutes
Get to tangible value without constant BI support
Just imagine, if you could get your complex data questions answered instantly without waiting or depending on your BI Team. Board questions or Leadership's curiosity, all answered in seconds.
Standard Reports - Check!
Beyond answers, you still need standard reports. Quaeris is just as innovative here:
- Template driven reports - Check!
- One click refresh - Check!
- Approval workflow - Check!
- Package Reports into ReportBooks - Check!
- Schedule Reports - Check!
Case Study: Fast growing marketing agency
Background:
A fast growing marketing agency came together by inorganic combination of several companies. The CFO inherited a complex environment with five lines of businesses and no standardization of MSAs and SOWs. There was no visibility into bookings (signed contracts) and change requests were not reflected into the bookings tracking. First thing they attempted to do is to implement a Contract Management Solution (CLM).
Complication:
CLMs systems are notoriously rigid and expect you to fit your contracts/contracting process within their rigid structure. It became evident quickly that CLM was not a system they wanted to adopt. So, the client thought of reversing the process, so instead of forcing structure at the onset, they decided to give their business executives the flexibility, and 'extract structured data' at the back end.
Resolution: 'Contract Tracking & Analytics' (CTA) App
QuaerisAI has an Agentic Architecture. Combining the Data Extract Agent and Workflow, we were able to quickly put together CTA App with 'Human In The Loop' validating extracted data. The finance team can do natural language Q&A on this data and on a monthly basis new contracts get loaded into CTA & dashboards get refreshed automatically. The best part, with QuaerisAI's CTA, you have both your customer contracts as well as vendor contracts in one place.
Client can now do interesting analysis on contracts coming up for renewal, terms and special language can be quickly investigated and analyzed. In addition, combining contract data with finance data, interesting insights such as Bookings VS Billing, Bookings Trend VS Billing Trends, Lag in Billing etc. can be analyzed.