Tracing takes days
Confirming a figure means toggling between GL, source systems, and documents and rebuilding the trail by hand.
QuaerisAI for Internal & External Audit
Trace any number to its source. In seconds, not days.
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.
- Complete, automatic data lineage
- PCAOB-ready audit trail
- Reads data in place, VPC / on-prem
Connects to any data source - warehouses, databases & spreadsheets
SnowflakePostgreSQLBigQueryMongoDBDatabricksMySQLAmazon RedshiftRedisSQL ServerGoogle SheetsOracleElasticsearchExcelMariaDBGoogle CloudApache SparkAirtableAzureSQLiteTableauSnowflakePostgreSQLBigQueryMongoDBDatabricksMySQLAmazon RedshiftRedisSQL ServerGoogle SheetsOracleElasticsearchExcelMariaDBGoogle CloudApache SparkAirtableAzureSQLiteTableauSnowflakePostgreSQLBigQueryMongoDBDatabricksMySQLAmazon RedshiftRedisSQL ServerGoogle SheetsOracleElasticsearchExcelMariaDBGoogle CloudApache SparkAirtableAzureSQLiteTableau
The Problem
The numbers are in the systems. Standing them up for audit is the hard part.
Audit teams sit on top of ERP, core banking, warehouses, and document repositories that each tell part of the story, under SOX, PCAOB, BCBS 239, and SR 11-7 scrutiny.
Reporting drains hours
On the order of 120 staff hours a month go to manual reconciliation instead of judgement and risk work.
Data is scattered
ERP, core banking, warehouses, and documents each live in their own silo. Every question becomes a join project.
No defensible trail
Spreadsheet exports leave no record of who accessed what or how a number was derived.
AI tools can't be trusted
Generic AI assistants can fabricate figures with no citation or grounding in underlying data.
The Platform
One governed AI layer. Across the financial systems you already audit.
Four capabilities built around how audit teams actually work.
Automatic Lineage
- Complete source-to-answer lineage generated automatically.
- Trace any number back to its originating system in seconds.
- Reviews that ran 3–5 days collapse to seconds.
Connects to Your Financial Estate
- ERP / GL, core banking, and financial systems.
- Snowflake, BigQuery, Databricks, Synapse, Redshift.
- Document repositories including SharePoint.
Grounded Answers, No Hallucination
- Source citation on every answer for verification.
- Data grounding prevents fabricated figures.
- Governed semantic layer blocks free-form SQL.
Governed & PCAOB-Ready
- Runs in your own VPC or on-prem; data stays in network.
- Every query, answer, and access logged.
- BYOM across OpenAI, Anthropic, Google, Meta.
Security & Governance
Built for regulated financial data.
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.
FAQ
Questions, answered.
Autonomous agents answer plain-English questions across your financial systems and documents, returning every answer with complete lineage back to the source. Traditional BI gives you pre-built dashboards; agentic analytics gives you governed, cited answers to the question you actually asked.
Make every number audit-ready.
Deploy governed agentic analytics on the financial systems you already audit.