For Finance Teams and CFOs

One metric definition. Every report agrees.

Finance teams waste weeks reconciling numbers before board meetings. Quaeris locks metrics to a governed semantic layer - so every variance report, forecast, and ledger reconciliation queries the same certified definition. Auditable. Instant. True.

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  • 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

The Leader's Challenge

You have the data.
You're still waiting for the answer.

The CFO's office sits at the intersection of every business system. And yet most financial leaders spend more time reconciling conflicting spreadsheets than acting on insight.

Slow Financial Close

Month-end close drags on for days. Data lives in ERP, spreadsheets, and email threads. Reconciling it manually burns your most senior team members.

Version-Control Hell

Board decks, budget models, and variance reports all tell slightly different stories. Your last board meeting had three versions of the same gross-margin figure.

Audit & Compliance Risk

Auditors ask for lineage. Your team scrambles. Tracing a number back to its source across systems takes days and creates real exposure.

Analyst Bottleneck

Every ad-hoc question goes through a small team of FP&A analysts. The queue grows. Decisions wait. Your best people spend their week pulling data instead of interpreting it.

Forecasting Blind Spots

Cash-flow models are built on last quarter's assumptions. By the time a risk surfaces in the numbers, the window to act has already closed.

Fragmented Data Systems

Your ERP doesn't talk to your data warehouse. Your contracts live in SharePoint. Getting a unified financial picture requires a data engineer and three days.

Core Capabilities

From close cycle to board prep.
One platform covers it.

Four capabilities built around how finance teams actually work. From audit-ready lineage to proactive cash-flow alerts.

Governed Answers with Full Audit Trail

Every financial query is sourced, permission-enforced, and traceable back to origin. When your auditors ask where a number came from, your team answers in seconds.

  • Query lineage traced to source system automatically
  • Role-based access enforced with no governance workarounds
  • Regulators and auditors get the lineage they need, on demand
Security & Governance

Your financial data stays
inside your perimeter.

For regulated industries - banking, insurance, healthcare, financial services - open AI tools are a compliance risk CFOs cannot accept. Quaeris is different.

Deploy on your own Kubernetes infrastructure. Your financial data never leaves your network.

Finance users see only what they're authorized to see. Data-level permissions enforced at every query.

Every query, every answer, every data access is logged and traceable. PCI/DSS-ready by design.

Connect OpenAI, Anthropic, Google, or Meta. Switch models as the landscape evolves, no rebuild required.

QuaerisAI vs Open AI Tools

CapabilityQuaerisAIOpen AI Tools
Data stays in your networkAlwaysCloud only
Audit trail on every answerBuilt-inNone
Role-based access controlQuery-levelManual
On-premise deploymentYesCloud only
PCI/DSS readyBy designNot built for it
Why Quaeris

Built for the way finance
actually works.

Every feature is designed for the audit, compliance, and reporting workflows that keep CFOs and controllers up at night.

01

Certified Metrics Library

Revenue, COGS, SG&A, EBT, tax provision and headcount - each defined once at the semantic layer and version-locked, so every team closes month-end on the same certified number.

All certifiedv3.1 · 14:32:00 UTC
MetricGL rootVer
Revenue = sum(GL 4000–4099) net of returns · owner: Controller · certified 2026-09-30
COGS = sum(GL 5000–5199) at standard cost · owner: Controller · certified 2026-09-30
SG&A = sum(GL 6000–6499) · owner: FP&A Lead · certified 2026-08-31
EBT = Revenue − COGS − SG&A − interest · derived · certified 2026-09-30
Tax provision = GL 7200 effective-rate model · owner: Tax · certified 2026-09-15
Headcount = HR master active FTE · owner: People Ops · certified 2026-09-30

GL ranges & versions reflect your chart of accounts at deployment.

02

Multi-Dimensional Variance

Compare actual against budget, forecast, or prior year - sliced by GL account, cost center, or region. Drivers ranked and GL-cited in seconds, not a two-day SQL sprint.

OPEX total+8.8%
CommissionGL 6210+5.1%
Cloud infraGL 6480+2.3%

Sourced from certified metric · opex_variance v2.1

03

Instant Budget Questions

Ask in plain English - "which departments exceeded budget by >10%?" - and get a ranked list with GL roots and the certified metric version behind every number.

Which departments exceeded budget by >10%?
1MarketingGL 6100+14.0%
2R&DGL 6300+11.0%
3LegalGL 6550+10.2%

Answered from certified metric · budget_query v1.4 · 0.6s

04

EU AI Act & SOX Ready

Every query carries a tamper-evident audit trail, role-based access, and lineage to source - so your next audit or regulator review is a lookup, not a two-week reconstruction.

SOX §302 / §404EU AI Act Art. 13
Live audit trail
14:31:08A. Chen ran "Q3 OPEX vs budget by region"metric opex_variance v2.1
Permitted
14:31:09Access check · role CFO_EMEAcost centres EU-01 / EU-02
Approved
14:31:09Lineage traced to GL 6000–6499NetSuite snapshot 2026-09-30
Traced
Finance workflows

From board reporting to month-end close.

Three finance workflows. Three instant answers.

Month-End Close Reconciliation

Scenario

Controller needs to reconcile budget vs actual across 12 GL accounts, 5 departments, in 3 currencies by EOD.

How

Uses Quaeris to query: 'Show me actual YTD spending by GL account, rolled to budget structure.' Gets an instant drill-down with GL posting dates, reversal journals, and accrual adjustments. Sources are cited.

Outcome

Close completed in 2 hours instead of a 1-week ticket cycle.

Read the story

Board Variance Analysis

Scenario

CFO is presenting Q3 results to the board. Director asks: 'Why did gross margin compress 150 bps?' Needs an answer in the meeting.

How

CFO pulls up Quaeris. Asks: 'Show me gross margin variance drivers: COGS vs revenue.' Agent returns a breakdown: 60% from unfavorable COGS, 40% from mix shift. Each number cites the certified metric definition and GL reference.

Outcome

Answer delivered in 60 seconds. Board gains confidence in the numbers.

Read the story

FP&A Forecast Variance Tracking

Scenario

FP&A manager needs to track forecast accuracy. Did July close match the June forecast? What drove the variances?

How

Asks Quaeris: 'Compare July actual vs June forecast by product line, show variance in dollars and %.' Gets instant rollup with drill-down by segment. Can export to Excel for monthly management pack.

Outcome

Monthly forecast variance review automated. FP&A team can focus on drivers instead of data collection.

Read the story
Outcomes

The impact of instant, governed answers.

40Hours saved per month-end close

From manual reconciliation to instant query

0Hallucinated numbers in compliance reports

Every answer cites certified metrics

3Days faster to board-ready variance analysis

vs. traditional ad-hoc query cycle

100%Audit-trail coverage on every financial query

GL lineage, user, timestamp, role enforced

Customer voices

Finance leaders who trust Quaeris.

From controllers to CFOs, from regional finance to global FP&A.

Metric Definition Consolidation

"We had 15 definitions of 'revenue' across our GL, BI tool, and spreadsheets. Consolidating them into Quaeris's semantic layer was the first time everyone agreed. The board now sees the same number every time we report."

C.P., Head of FP&A

Regional Bank

Audit Confidence

"Our auditors grilled us on revenue calculation variance between reports. Quaeris let us trace every number back to the GL in one click. Audit finding closed in the next meeting. That's never happened before."

T.M., VP Controller

Mid-Market Insurance Carrier

Board-Ready Speed

"Month-end close used to take a week because we'd manually reconcile variance reports. Now, the CFO runs a single Quaeris query and has the full variance breakdown with GL lineage. Took 20 seconds."

R.K., Director of Finance

Specialty Finance Group

Forecast Accuracy Tracking

"We set monthly forecasts in June, and I'd spend 3 days analyzing why July didn't match. Quaeris automated that. Now I can spot trends and forecast misses in real time. My FP&A role changed from data janitor to strategist."

A.L., Senior FP&A Analyst

SaaS Technology Company

Role-Based Governance

"Giving business users analytics access always scared me-compliance risk. Quaeris's role-based controls mean an accounting manager only sees their GL accounts. Gives them speed without giving me heartburn."

J.D., Chief Financial Officer

Healthcare Network

Multi-Currency Reconciliation

"Global consolidation was always error-prone. Different entities would use different FX rates. Locked the rates into the semantic layer, and now every rollup uses the same conversion. Month-end reconciliation headache-solved."

S.N., Global Finance Director

Manufacturing Group

FAQ

Questions CFOs ask us.
Before they sign.

It's a governed platform where finance users ask questions in plain English and AI agents return sourced, audited answers - grounded in your certified metric definitions, never a language model's guess.

Your next board deck.
Answered in minutes.

Stop waiting on your data team. Start asking your data directly. Governed, auditable, and in plain English.

Book a Demo