Before you turn on Copilot for finance

AI assistants like Microsoft Copilot are arriving in finance whether the data is ready or not. Preql gives your key figures approved definitions with owners, version history and lineage, and inherits your existing access controls, so the rollout starts from numbers finance stands behind.

What goes wrong on day one

1. The assistant guesses. Asked for deposits or revenue, it picks a table that looks right.

2. Answers don't match reports. A confident figure that differs from the board deck erodes trust fast.

3. Nobody can check it. Without definitions and lineage, every answer has to be rebuilt by hand.

How Preql works

1. Agents find the patterns. They scan your systems to find how each one represents the same business concept.
2. Owners approve. Business owners review and approve the proposed mappings.
3. Every change is recorded. Approved definitions are versioned, with audit trails and lineage.
4. It fits your environment. Preql works with your existing systems, in the cloud or within your environment, and inherits your access controls.