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QUERRI FOR CONSULTANTS & AGENCIES

Deliver More Client Value, Faster

You already do sophisticated work for clients. Querri pairs that expertise with safe, repeatable AI, so you deliver more in less time, turn your best engagements into services you can sell again and again, and put it all behind your own brand. Your name on the front, Querri's AI on the inside.
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Querri analytics for consultants and agencies

What consultants use Querri for

Every client engagement. One platform.

Everything a client engagement needs, from raw data to a branded deliverable, in one place.

Clean and Join Client Data

Profile, clean, dedupe, and standardize a client's exports, then join data across HubSpot, QuickBooks, Google Drive, databases, and spreadsheets into one workflow, all in plain language and ready for anyone on the team to use.

Try asking

Clean this export and join it with the client's billing data
Combine these messy files into one consolidated, deduped view
Cleaning and joining client data in Querri
BUILT FOR HOW YOU CONSULT

However you consult, Querri fits the way you work.

Consultants don't all hire Querri for the same reason. Most use it in one of three ways.

01

Deliver client work faster

Clean, analyze, and present client data inside your own engagements in a fraction of the time.

02

Productize repeatable workflows

Save proven analyses as Skills and turn a one-off process into a service clients buy again and again.

03

Resell or package it

Offer Querri as a client-facing analytics solution you white-label, embed, or build services around.

Skill: Client KPI Diagnostic
S Audit this client's KPIs and flag where the data can't answer their top questions.
DIAGNOSTIC COMPLETE
6 of 14 KPIs unsupported

Revenue and retention well covered. Margin and CAC have data gaps to close before the readout.

Ask a follow-up... →

Management & Strategy

Client discovery, data audits, KPI alignment, and the market, operations, and performance analysis behind a recommendation.

✓Client discovery and data audits
✓KPI alignment and gap analysis
✓Market, operations, and revenue analysis
✓Executive dashboards and board presentations with Wrapped
✓Repeatable diagnostic frameworks saved as Skills
Move from client data chaos to strategic recommendations faster.

How it works

How Querri Works for Consultants

Connect

Bring Scattered Client Data Into One Place

Every client's data lives somewhere different. Upload CSV or Excel exports from virtually any platform, or pull live data through native connectors like HubSpot, Salesforce, QuickBooks, BigQuery, and Google Drive. Querri handles the joins, date alignment, and column mapping for you. Querri can: ✓ Import data from almost anywhere: CSV, Excel, databases, and cloud storage ✓ Combine related datasets in minutes, no manual reconciliation ✓ Give you one clear view across your client's full data picture

Clean

Reclaim the Hours You Lose to Data Prep

Client exports arrive with extra header rows, blank columns, inconsistent date formats, duplicate records, and odd category labels. Querri's agentic preprocessing handles all of it automatically, so the hours you would spend prepping go into insight instead. Querri can: ✓ Clean, standardize, and dedupe messy client datasets ✓ Fix date-format mismatches and inconsistent naming across sources ✓ Profile data and flag quality issues before you report on it

End to end

From raw client data to a branded deliverable

Connect, clean, analyze, and deliver. Start wherever the engagement needs you, and help your team move from client questions to clear, trusted answers in plain English.

Any client stack

Connect

Upload client exports from any platform, or connect HubSpot, Salesforce, QuickBooks, BigQuery, and Google Drive directly.

Automatic

Clean

Querri automatically dedupes, normalizes naming, fixes date formats, and resolves mismatches across sources.

Conversational

Analyze

Ask your question in plain English. Querri runs the analysis and shows its reasoning, so every result is visible and reviewable.

Client-ready

Deliver

Present with Querri Wrapped, build a live dashboard, export to PowerPoint or Excel, or save it all as a reusable Skill.

New: Skills

Build a reusable practice
you can scale and sell.

Your methodology is your edge. Skills capture it. You teach Querri once: your data sources, your terminology, your business rules, and the step-by-step plan. After that, the analysis you have perfected runs the same way for the next client and the next quarter.

Capture a Skill from a project you have already run, then share it across your team or package it into a recurring service clients can buy. Your best work stops living in one person's head and becomes something your whole firm can deliver, scale, and sell.

Capture once, reuse forever Consistent across clients Personal or firm-wide
Learn more about Skills

Analyze

AI Speed, Consultant Judgment, Client Trust

AI should handle the repeatable data work so you can apply the judgment clients actually pay for. Ask your question in plain English and Querri's AI data analyst runs the analysis. And it shows its work, so you can verify every number before it reaches a client. Querri can: ✓ Answer complex questions in plain language anyone on the team can ask ✓ Show every step it took, so results stay transparent and reviewable ✓ Save each analysis, so follow-up questions take seconds, not a rebuild

The opportunity

Clients don't fully trust their own data. That is exactly where you win.

Industry research on enterprise data quality and decision-making trust.

64%

Cite data quality as their top challenge

Clients know their data is hard to trust. They will pay for an advisor who turns it into answers they can act on.

67%

Don't fully trust their decision data

Two-thirds don't completely trust the data behind their decisions. Closing that gap is the engagement.

Hours → minutes

From prep to insight

Hand the repeatable prep to AI and take on more clients without adding headcount.

Deliver & Automate

Deliver Living Insight on Your Client's Cadence

Clients increasingly expect real-time visibility. They want to see what changed, where the numbers came from, and whether results are current. Turn an analysis into a live dashboard or a scheduled report that refreshes automatically, then export polished deliverables in the format each stakeholder expects. Querri can: ✓ Build live dashboards clients can explore themselves ✓ Schedule reports to refresh automatically on any cadence ✓ Export to PowerPoint, PDF, multi-tab Excel, or Google Sheets
"
Clients pay for judgment, the so-what and the what-next. Querri handles the heavy lifting, so you deliver more of it, to more clients, under your own name.

New: Querri Wrapped

You found the insight.
Querri builds the client presentation.

Clients don't want raw outputs. They want the story. Once your analysis is done, Querri Wrapped's agentic pipeline turns it into a complete narrative presentation in seconds. It plans the story, builds the slides, and validates them for accuracy and flow.

25 slide templates. Interactive charts. Fullscreen 16:9 presentation mode. Export to PowerPoint or PDF. Your brand colors applied automatically. You walk into the room ready to present the “so what,” not formatting slides at midnight.

25 slide templates Interactive charts Export to PowerPoint or PDF

Ready to deliver more for clients, under your own brand?

Start free, or see how firms package Querri into services their clients pay for.

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Why Querri

Built to help you deliver more, and charge for it.

01

Repeatable revenue.

Save proven analyses as Skills and turn them into services clients buy again and again.

02

Transparent, not a black box.

Every step is reviewable. See exactly how a number was calculated before you put your name on it.

03

Private by default.

Explicit sharing with View, Edit, and Admin levels, so you can collaborate with clients and subcontractors without over-exposing data.

Your expertise, your brand, our AI. The whole engagement in one platform.

Try it free

And there's more coming. A question-anchored Querri Library that organizes a client's analytics around the business questions and KPIs they actually care about. Currently in development.

Security & Governance

Use AI your clients can trust.

As you move upmarket, enterprise and regulated clients ask hard questions about security, access control, and auditability. Querri answers them. It's independently audited and private by default, so you can win and keep the enterprise and regulated clients that rule out consumer AI tools.

SOC 2 Type II HIPAA Compliant ISO 27001:2022

Encryption, RBAC, SSO/MFA, and audit logging →

Data is encrypted in transit and at rest, with tenant isolation, role-based access, and a full audit trail of every access and sharing event.

Encryption RBAC Audit log

Private by default, shared on your terms →

Everything is private until you choose to share it. Grant View, Edit, or Admin access per project, dashboard, or source, with expiring, password-protected links for external clients.

Explicit sharing Expiring links

Zero data training policy →

Your clients' data is never used to train AI models. Customer data is isolated per tenant and never shared or commingled across accounts.

No model training Tenant isolation

Partner Program

Become a Querri Partner

The Querri Partner Program helps you expand what you offer, deliver more value to clients, and open new revenue streams, all without building technology yourself. White-label Querri as your own, package it into recurring services, and spend your hours on strategy and client relationships.

Learn More About Partnering
Querri partner program

Why Consultants Choose Querri

Simple ways to do hard things

Talk to your data through a chat interface and watch it transform in a spreadsheet view.

Reliable, repeatable data workflows

Clean, merge, and analyze once. Then set up your data workflows to run on your schedule.

Designed for humans, not machines

It’s not a black box. See an explanation of the data workflows behind every Querri.

Frequently Asked Questions

How does Querri help consultants deliver faster client insights?
Querri lets consultants import, clean, join, and analyze client data using plain English questions that anyone on the team can ask. Upload exports from spreadsheets, CRMs, or databases and get analysis with charts and narrative ready to share in minutes, not days. You can save your best workflows as reusable Skills, so the same kind of engagement runs the same way every time.
Can Querri handle messy client data from multiple sources?
Yes. Querri's agentic preprocessing automatically detects and fixes common data quality issues like duplicate records, inconsistent formats, blank fields, merged cells, and mismatched date formats, all before analysis runs. It also joins datasets from different sources automatically, so consultants can analyze across a client's full data stack without manual reconciliation.
What are Skills, and why do they matter for consultants?
A Skill is a reusable analysis recipe. You teach Querri once: the data sources, your terminology, the business rules, and the step-by-step plan. From then on, the same kind of question gets handled the same way. For consultants who run the same monthly reports, KPI reviews, churn analyses, and board updates across clients, Skills turn your best work into repeatable playbooks instead of one-off rebuilds.
Can I create client-facing dashboards and reports in Querri?
Yes. Querri's dashboard builder creates visual, interactive reports you can share with clients. Export to PowerPoint or PDF for polished deliverables, or share a live dashboard link. Querri Wrapped turns your findings into a complete, branded narrative presentation, with 25 slide templates, interactive charts, and your brand colors applied automatically. Reports can also be scheduled to refresh on your client's cadence.
Is Querri secure enough for enterprise and regulated clients?
Yes. Querri is SOC 2 Type II Certified, HIPAA Compliant, and ISO 27001:2022 Certified, with encryption in transit and at rest, tenant isolation, role-based access control, SSO/MFA, and full audit logging. Everything is private by default, and sharing is always explicit, with View, Edit, and Admin permission levels for projects, dashboards, and data sources. Your data is never used to train AI models.
How does Querri keep client data under control when I share it?
Querri's sharing model is private by default. You explicitly share projects, dashboards, and individual data sources, and assign each collaborator a View, Edit, or Admin permission level. Public links can be expiring and password-protected, row-level access policies control what each person sees, and every sharing event is captured in an audit log. So you can collaborate with internal teams, subcontractors, and clients without exposing more than you intend.
Do my clients need to install anything or have technical skills to use Querri?
No. Querri runs entirely in the browser, and anyone can work with it in plain English. Clients can ask questions and explore their data directly, with no installation or training. Your more technical team members can set up connections and controls, but day-to-day use never depends on it.
What data sources does Querri support for consulting engagements?
Querri accepts CSV and Excel uploads from virtually any platform, plus native integrations with HubSpot, Salesforce, QuickBooks, BigQuery, Google Drive, PostgreSQL, MySQL, SQL Server, Snowflake, Databricks, and Redshift. For consultants working across multiple client environments, the upload-based approach means any client data can be analyzed regardless of their tech stack.

Deliver more for clients. Grow your business. Keep your brand front and center.

Pair your expertise with AI clients can trust, and turn your best work into a service you can sell again and again.

Start for Free Request a Demo