Make your call report match your management reports

Preql maps how your call report and your management reports define the same figures. Each one gets an approved definition with an owner, version history and lineage back to source, so the filing and the internal numbers start in the same place.

Why the numbers don't match

1. Two sets of rules. Regulatory instructions and internal policy classify the same loans and deposits differently.

2. Two teams, two spreadsheets. Regulatory reporting and FP&A each keep their own mapping logic.

3. Late adjustments. A fix made for the filing never reaches the management deck.

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.