Automatically map your business logic, metrics, and definitions across all your systems
Continuously resolve mismatches, anomalies, and schema drift without manual intervention
Deliver structured, contextualized intelligence directly to copilots, dashboards, and decision workflows
Built for the complexity of your institution
Legacy systems. Multiple entities. Evolving reporting requirements. Preql brings regulatory data into alignment across your business, so teams can work securely from shared definitions and traceable numbers.
reliable data
AI needs to understand
how your business works
Your financial and operational data lives across core platforms, policy and claims systems, ERPs, warehouses, and spreadsheets. The knowledge that connects it lives with a handful of people.
Preql turns that knowledge into a shared foundation your teams and AI can use.
Fragmented Data
Different systems tell different stories about the same customers, products, entities, and accounts.
Manual Reconciliation
Entire teams spend reporting cycles reconciling balances, mapping accounts, and rebuilding spreadsheets.
Missing Business Context
AI needs your institution’s definitions, hierarchies, and allocation rules to answer financial questions reliably.
Product
Agents that Build the Context
Other Agents Need
Preql maps how your institution operates and applies that understanding across your data. We use a multi-agent approach to uncover inconsistencies and capture business logic across your systems. Business owners are able to approve the rules that matter, while agents monitor changes and surface issues that need attention.
Data Reconciliation
Align records and balances across systems, identify discrepancies, and surface exceptions for review.
Governed Semantic Modeling
Define relationships across accounts, products, legal entities, and business lines in a versioned knowledge graph.
Intelligence for Finance and AI
Bring shared financial context into FP&A, profitability analysis, management reporting, and the AI applications you build.
From fragmented systems
to a foundation you can build on
Start with a high-value finance workflow. Preql connects the relevant data, captures the business logic behind it, and creates a reusable context layer that expands across your institution.
Work with your existing systems and data infrastructure, on-prem, in the cloud or within your environment.
Capture account mappings, entity hierarchies, metric definitions, and allocation rules with the people who know them.
Use deterministic rules to calculate metrics and reconcile data consistently across reporting and AI workflows.
Track changes to definitions, preserve audit trails, and monitor data issues as your business evolves.
Your institutional knowledge. Built into every answer.
The meaning of a metric depends on your institution: how products are grouped, entities are structured, and performance is measured. Preql makes those definitions explicit, governed, and reusable.
Deterministic Financial Logic
Approved rules govern calculations, so the same data and definitions produce consistent results across tools and workflows.
Meets Data Where It Lives
Build on your existing infrastructure and deployment requirements, with context that connects across fragmented environments.
Governance as Your Business Changes
Keep definitions versioned and traceable through acquisitions, reorganizations, new products, and changing reporting needs.
Transforming instituions globally
Frequently Asked Questions
