Finance and Accounting

Spend less time buried in spreadsheets and make faster, better decisions. Querri unifies data from accounting platforms, ERPs, CRMs, and time-tracking systems, turning it into reliable analysis you can use immediately to strengthen strategy and guide the business.

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Make time for the big decisions by offloading the busywork.

Querri takes the grunt work off your plate — automating data prep and reporting — so you can fly through variance reviews, forecasting, journal entries, and KPI tracking. Instead of drowning in numbers, finance teams finally get to do what they're best at: steering the business forward.

Clear, Confident Leadership Reporting

Querri unifies data from accounting, CRM, and ops tools so you can fetch current numbers in one step, generate audit-ready tables and charts, and publish dashboards or export to your deck. Cut prep time and spend it on the story, not the number crunching.

Smarter Financial Planning, Budgeting & Forecasting

Most SMB budgeting pushes Excel to the breaking point. It is labor intensive, error prone, and a version control circus. Querri automates FP&A. Ask scenarios in plain language and get driver-based forecasts, rolling projections, and budget vs actuals in minutes. Querri blends actuals and assumptions from accounting, CRM, and HR, then returns presentation-ready tables and charts. Publish analyses to Querri dashboards with a click, or drop the results straight into your presentation.

Financial planning and budgeting automation

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Cash Flow & Working Capital Analysis

Maintaining healthy cash flow is essential, yet forecasting it often means exporting AR aging, AP schedules, payroll, and revenue forecasts into sprawling spreadsheets. It is slow, error prone, and stale by the time it is shared. Querri connects directly to your systems and aggregates inputs automatically, so finance can run cash models that update with the latest insights before month end and before actuals post. Ask questions in plain language and get answers with supporting detail:

"What will our cash balance be in 60 days if current invoices are paid on time?"
"Which customers are most likely to slip their payments to next month?"

Behind the scenes, Querri links AR and AP, payroll, vendor schedules, CRM notes, and historical payment patterns to project receipts and disbursements, prioritize collections, and deliver forward-looking cash forecasts you can trust.

Multi-Source Data Analysis for Strategic Insights

Integrating data from different systems eats hours every month. Columns must be added and deleted, rows filtered and every join rebuilt the next cycle. It is tedious, time consuming, and errors slip in. Querri connects directly to accounting, ERP, CRM, time and project tools, and databases. It also loads CSV, Excel, and Parquet files. The platform maps entities and accounts, cleans and deduplicates records, and merges datasets on the fly so you do not have to rebuild the same joins again. Ask for what you need in plain language:

"Combine pipeline from CRM with invoiced revenue from accounting and show conversion rate by customer segment."
"Join orders with returns and highlight the products driving margin variance."

Result: consistent, repeatable analysis without the monthly spreadsheet rebuilds.

Continuous KPI Monitoring & Automated Dashboards

Finance owns the metrics, but traditional tools make upkeep slow and brittle. Spreadsheets are manual, generic BI needs constant tinkering, and built-in ERP reports rarely fit how you manage the business. Querri makes performance tracking simple. With "ask it once, see it forever," any analysis can become a live dashboard that updates automatically. Dashboards are interactive and source-linked, so teams can drill into products, customers, regions, or periods and ask follow-up questions in plain language to understand the why behind a KPI. Examples • Turn budget vs actuals into a live view with variance explanations by driver • Track pipeline, bookings, and revenue in one place with conversion rates by segment • Monitor cash, AR aging, and collections progress with alerts when thresholds are crossed

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.