Governed agentic analytics built for audit. Autonomous agents answer plain-English questions across your financial systems and documents, then return every answer with complete, automatic lineage back to the source — so audit teams trace any figure in seconds instead of days. Every query, answer, and data access is logged, PCAOB-ready by design.
Audit teams sit on top of ERP, core banking, warehouses, and document repositories that each tell part of the story. The work isn't getting the data — it's tracing every figure back to its source under SOX, PCAOB, BCBS 239, and SR 11-7 scrutiny, and proving it.
When a control owner or external auditor questions a figure, confirming where it came from means toggling between the GL, source systems, and supporting documents and rebuilding the trail by hand. What should be a minutes-long check stretches into days.
Pulling together the reporting that audits depend on has consumed on the order of 120 staff hours a month — analysts manually reconciling figures across systems and assembling evidence packs instead of focusing on judgement and risk.
ERP and GL, core banking, multiple warehouses, and document repositories each live in their own silo. Answering one audit question means joining data nobody has pre-integrated, and the join itself becomes a project.
Spreadsheet exports and ad-hoc queries leave no record of who accessed which data or how a number was derived. Under PCAOB and SOX, an answer you cannot reconstruct and evidence is an answer you cannot stand behind.
Generic AI assistants can fabricate figures with no citation and no grounding in the underlying data. For audit work, an answer without a verifiable source isn't a shortcut — it's a new risk that has to be controlled out.
Four capabilities built around how audit teams actually work — from automatic lineage to a governed, fully logged layer that runs inside your own environment.
Ask a plain-English question and QuaerisAI's agents plan and execute the steps across your financial systems, returning the answer with complete, automatic lineage back to the source. Every figure traces to its origin, so a check that took days takes seconds.
QuaerisAI reads ERP and GL, core banking and financial systems, your warehouses, and document repositories as data sources and lets audit staff query across all of them at once — no central rebuild and no ETL project before you can ask a question.
Every answer is grounded in your actual data and backed by source citations rather than generated free-form. The governed semantic layer prevents arbitrary, free-form SQL, so agents stay within defined business meaning and auditors get a figure they can verify.
QuaerisAI reads data in place inside your own VPC or on-prem environment and logs every query, answer, and data access. The result is a defensible, prompt-level trail that maps to what SOX, PCAOB, BCBS 239, and SR 11-7 assessors expect — with BYOM model choice on top.
Agentic analytics can be deployed safely on regulated financial data when it runs inside your own environment, enforces access at the query level, logs every prompt, and lets you choose the model. QuaerisAI is architected around exactly the controls SOX, PCAOB, BCBS 239, and SR 11-7 assessors evaluate.
Deploys on-prem or in your own VPC. Reads data in place — it never leaves your network.
Query-level role-based access. Each user sees only the data their role permits, enforced on every query.
Full prompt-level audit log of every query, answer, and data access — PCAOB-ready by design.
BYOM: the model is your choice across OpenAI, Anthropic, Google, and Meta.
Years of dashboard investment. Single-digit adoption. QuaerisAI solved both in weeks — every team member asking questions, every answer traced back to source.
Deploy governed agentic analytics on the financial systems you already audit. Reads data in place, full lineage on every answer, every query logged — PCAOB-ready by design.
