Slow Financial Close
Month-end reconciliation across ERP, spreadsheets, and email consumes senior staff time.
For CFOs & Finance Leaders
Your data has the answer. Your team is still looking for it.
Ask any financial question in plain English and get a sourced, governed answer in under a minute. Your ERP, data warehouse, and contracts, searched together.
100%Traceable
<1 minTo answer
ZeroSQL needed
The Leader's Challenge
You have the data. You're still waiting for the answer.
Version-Control Hell
Board decks and reports contain conflicting figures; three versions of gross margin get referenced in one meeting.
Audit & Compliance Risk
Auditors require lineage; tracing numbers across systems takes days and creates PCAOB exposure.
Analyst Bottleneck
Ad hoc requests queue up; FP&A teams spend their time extracting rather than interpreting data.
Forecasting Blind Spots
Cash flow models use outdated assumptions; risks surface too late to act.
Fragmented Data Systems
ERP, data warehouse, and SharePoint contracts don't integrate; unified reporting requires engineering sprints.
Core Capabilities
From close cycle to board prep. One platform covers it.
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
Instant Variance Analysis
Ask 'Why did operating costs spike in Q3?' and receive a root-cause analysis. Not just a number but a structured explanation you can bring to your next board meeting.
- Root-cause breakdown across systems in under a minute
- Structured explanation, not just a number
- Board-ready output with full source citation
Predictive Cash Flow & Forecasting
QuaerisAI agents analyze historical financials and forward-looking signals to surface forecast risks proactively before period close.
- Proactive alerts before risks hit the bottom line
- Agents monitor cash flow continuously, not just at quarter-end
- Explainable forecasts, not black-box ML outputs
Cross-System Financial Consolidation
Connect ERP, data warehouse, and document repositories. Ask a single question that spans all three and get a consolidated answer without rebuilding your reporting infrastructure.
- SAP, Oracle, Snowflake, BigQuery, SharePoint, all connected
- Structured and unstructured data in one unified query
- No ETL rebuild. No data engineering sprint.
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. QuaerisAI is different.
Deploy on your own Kubernetes infrastructure; financial data never leaves your network
Finance users see only authorized data; permissions enforced at every query
Every query, answer, and data access logged and traceable; PCAOB-ready by design
Connect OpenAI, Anthropic, Google, or Meta; switch models without rebuild
FAQ
Questions, answered.
Agentic analytics for financial services is a class of AI software where autonomous agents — not dashboards — answer plain-English questions about market, transaction, risk, customer, and document data by planning and executing multi-step analyses across the institution's existing systems. Agents work across ERP/GL, core banking, market data, and document repositories, returning governed, citation-backed answers with audit trails. A portfolio manager can query loans over $50M with covenant details in seconds instead of filing a data-engineering ticket.