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One set of numbers for finance and every team that reads them.

Actuals in the ERP, the budget in a planning tool or a workbook, revenue in billing, deals in the CRM. Querri reads them together, keeps one definition of revenue, margin and variance, and shows where every figure came from.

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FP&A, controllers and CFOs. The same work in: SaaSLogisticsEcommerceSenior living

Building finance or accounting software?Put Querri inside your product
About one minute. Product footage uses sample data.

The close touches every system. The answers come from one place.

Querri connects to the ledger and the systems around it, joins them on customer, account and period, and keeps the cleaned tables in its Library. Accounting connectors only read data.

Where the data lives

The Querri Library

Joined once, defined once, used by everyone.

  • GL actuals beside the budget
  • Revenue, one definition
  • Margin per order, load or site
  • Variance by department
  • Payouts matched to the ledger

Where your team sees it

125+ connectors, plus spreadsheets and exports for systems without one. Data syncs on a schedule, and the Connector Agent sets connections up without ever seeing your passwords.

Salesforce and NetSuiteQuickBooks and HubSpotAll integrations

The work that comes back every month

Three examples finance teams run in every industry. Once the systems are joined, the next question takes minutes, not a new spreadsheet.

  1. Budget against actuals

    “Which departments are over budget this month, and what drove it?”

    How it's done today
    Actuals come out of the ERP, the budget sits in a planning tool or a workbook, and someone lines them up in Excel before writing the explanation for every department.
    With Querri
    Variance is defined once, ranked by department and drilled to the GL account. A monitor checks each department against its own history, and any figure opens to its source lines. The explanation stays yours.
    Over budget and why playbookKPIsNetSuite

    Year to date, actual against budget

    By department, $K

    • Marketing +18%
    • R&D +3%
    • Sales +2%
    • G&A −3%
    • Customer success −2%

    ActualBudget

    ERPBudget workbookSample data

    Marketing is $212K over. Events account for $170K of it.

  2. Operations tied to the ledger

    “Does what our store, billing or operating system says we earned match what's in the books?”

    How it's done today
    Summaries are booked to the ledger, then reconciled in spreadsheets, and the differences get chased with other teams before close.
    With Querri
    Operating records sit beside the booked entries by month and channel. The gap is defined once, unmatched lines are listed, and a monitor tells you when the gap grows.
    Shopify and NetSuiteShopify and QuickBooksViews

    Marketplace settlements against the ledger

    A consumer brand, by month

    MonthSettledBookedGap
    August$701,120$700,880$240
    September$715,400$714,960$440
    October$742,300$728,950$13,350

    Marketplace settlementsStore payoutsLedgerSample data

    October's gap opens to the 38 settlement lines with no booked entry.

  3. The board and month-end pack

    “What goes in this quarter's board pack, and does each number tie to month-end?”

    How it's done today
    Finance rebuilds the dashboards and the deck every cycle, from exports taken on different days.
    With Querri
    Board metrics use the same Library definitions as the month-end numbers. The workbook and slides come from the analysis, and a saved report replays the same code, so last month's figure doesn't quietly change.
    ReportsExcelDashboards

    Board pack, Q3

    Every tile opens to its source tables

    • Closing ARR$12.6M+4.1% on Q2
    • Net revenue retention106%Same definition as CS
    • Gross revenue retention91%−1 point
    • Operating spend vs budget+$267K3 of 5 departments over

    BillingERPCRMBudget workbookSample data

Every number ties out, and you can show how

Finance signs its name to the numbers. Querri keeps one definition for each, checks the data before it answers, and shows every step from the ledger line to the total.

  • Define it once

    Revenue, margin, variance, retention. Teach Querri the rule once and every report, dashboard and AI assistant uses it.

    KPIs

  • X-ray any number

    Click a figure to see every step behind it, down to the source tables and when they were last refreshed.

    How answers are checked

  • Hear about changes first

    Monitors check each department, customer or site against its own history, using arithmetic rather than a model, and name what moved in your morning Inbox.

    Monitors

Definition, saved in the Library

Ledger actuals in the marketing cost center, against the approved budget workbook. Accruals count in the month they're booked.

Where this number comes from

StepSourceResult
Ledger lines, marketing cost centerERP2,418
Budget lines, approved versionBudget workbook60
Actual, year to dateERP$1,390K
Budget, year to dateBudget workbook$1,178K

Sample data. Refreshed at 06:00. Three ledger lines with no department code are listed separately, not dropped.

Finance holds the numbers every other team reports

Sales reports bookings, customer success reports retention, operations reports volume, marketing reports spend. Finance reconciles all of them. When each starts from the same definition, there's nothing left to reconcile.

Revenue: booked, billed, collected Finance Revenue ops Leadership

What goes wrong today The CRM's closed-won and the ledger tell two stories, and they're reconciled by hand every month.

With one definition Bookings and invoices are joined on one customer key, with one revenue definition for the forecast and the close.

Retention and renewals Finance Revenue ops Customer success Leadership

What goes wrong today Retention is worked out one way in customer success tools and another in finance reports.

With one definition Retention is defined once. Customer success sees the finance number in its renewal view.

Margin per order, load or site Finance Operations Leadership

What goes wrong today Operations tracks volume in its own system and finance tracks revenue in the books.

With one definition Unit margin is defined once on the joined data, and monitors name the lane, product or site that moved.

Spend against revenue by channel Finance Revenue ops Marketing

What goes wrong today Marketing reports what each platform claims. Finance sees the spend in the general ledger.

With one definition Spend from the ledger, revenue from billing, channel from the CRM, in one formula.

Department spend against budget Finance Customer success Marketing Operations

What goes wrong today Budget owners get a spreadsheet after close and ask what's in each line.

With one definition Each owner sees their own variance, drilled to the GL account, on the same numbers finance uses.

The board pack Finance Revenue ops Customer success Leadership

What goes wrong today Numbers are stitched by hand from four systems for every board meeting.

With one definition The board deck reads the Library, and any figure opens to its source.

Open a row to see what changes. Each team's own page shows the same numbers from its side.

Answers where finance already works

Ask in chat, open the workbook in Excel, share a dashboard with budget owners, or ask from Claude or ChatGPT. Each one reads the same Library.

Financial data, kept safe

The ledger is the most sensitive data a company has. Querri reads it without changing it, and each team sees only what its workspace allows.

Trust Center
  • SOC 2 Type II, HIPAA and ISO 27001:2022 certified
  • Accounting connectors only read data
  • Your data is never used to train any model
  • Workspaces control who sees margins and payroll

Building finance software? Ship this inside your product.

Your customers want to ask about their numbers in plain words, inside the product they already keep the books or build the plan in. Querri gives them those answers under your brand, on your definitions, with every figure traced to its source. Your product stays where the work is done. Querri answers the questions about it, and about the systems around it.

  • Answers your customers can audit

    Any figure opens to its definition, the steps and the ledger lines behind it. An AI answer never sits in your product unexplained.

  • Your definitions in every answer

    Revenue, margin, variance and your own dimensions are defined once in the Library, and every customer's question uses them.

  • More than your own data

    Your product's database or API connects directly, and 125+ connectors bring in your customers' CRM, billing and store data, so answers cover what your product can't see alone.

  • Each customer sees only their own data

    One backend call per user sets their filter. Chat, dashboards and uploads all run under the same access engine as the main app.

  • Security a finance buyer will check

    SOC 2 Type II, HIPAA and ISO 27001:2022 certified. Customer data, prompts and results are never used to train any model.

Sample data. Your brand on every screen; Querri never appears.
Talk to us about partnering See white label

Questions finance teams ask Querri

Each one reads more than one system. That's the point.

  • “Which departments are over budget this month, and is it headcount, vendors or timing?”

    ReadsERPBudget workbookCard spend

  • “Which customers are paying slower than their own pattern?”

    ReadsInvoicesPayments

  • “Do store payouts and marketplace settlements match what we booked?”

    ReadsStoreMarketplaceLedger

  • “What's our ARR bridge this month: new, expansion, contraction and churn?”

    ReadsBilling

  • “What did each product earn by channel after fees and returns?”

    ReadsStoreMarketplaceItem cost

  • “Which vendor bills came in above the agreed rate, or twice?”

    ReadsBillsContracts

  • “Which locations missed their revenue budget, down to the account?”

    ReadsLedgerBudget workbook

  • “How much marketing spend turned into collected revenue, by channel?”

    ReadsLedgerCRMBilling

  • “Build the quarterly board pack and export it to PowerPoint.”

    ReadsBillingERPCRM

Playbooks for finance teams

The same numbers, from the other side

Further reading

Finance analytics: common questions

What does Querri do differently if our ERP already has reports?

ERP reports cover what's in the ERP. Querri reads the ERP beside billing, the CRM, budget workbooks and other systems, defines each metric once, and lets you click any number to see the source tables behind it.

We already use a planning tool. Does Querri replace it?

No. Keep building the plan where you build it today. Querri reads the approved plan as an export or a file, beside ledger actuals, the CRM and billing, and answers questions across all of them.

Can Querri do budget against actuals analysis?

Yes. Connect actuals from NetSuite or QuickBooks Online and upload the budget workbook. Variance is defined once and ranked by department and GL account, and monitors flag the department that moved against its own history.

Does Querri change anything in our accounting system?

No. The QuickBooks Online and NetSuite connectors only read data, and the Connector Agent never sees your passwords. Nothing in the Library changes without a person's approval.

How do finance and sales end up with the same revenue number?

Revenue is defined once in the Querri Library. Finance dashboards, the sales team's view, Excel workbooks and answers in Claude or ChatGPT all read that definition.

Can we keep working in Excel?

Yes. Querri reads budget workbooks and spreadsheets, and sends finished analysis back as formatted workbooks or slides.

What if a system we use has no connector?

It comes in as an export or a file upload, and answers cover both. Uploading a new export rebuilds every view built on it.

How do I know a number in Querri is right?

Querri checks the data for gaps and duplicates before it queries, works the answer out two independent ways, and checks every summary number against the result. Click a number to see each step down to the source tables and when they were refreshed.

Is financial data secure in Querri?

Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train any model. Each customer's data lives in its own database, encrypted at rest. See the Trust Center.

Can a finance software company offer this to its own customers?

Yes. Software companies run Querri under their own brand as a white-label product, embed its dashboards and chat in their app, or both. Each customer sees only their own data, and every figure traces to its source. See how it works.

Close the month on one set of numbers

Connect your ledger and one more system, and ask your first question across both.

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