One view of each commercial relationship

Preql maps how each of your systems links parents, subsidiaries and guarantors, and records one approved relationship hierarchy with an owner and version history. Relationship managers, credit and finance then roll up the same client.

Why relationships don't add up

1. Different hierarchies. The CRM groups by relationship, the core by tax ID, credit by obligor.

2. Mergers and renames. A client's acquisition or rebrand splits one relationship into two.

3. Exposure vs revenue. Credit and profitability reports count the same client differently.

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.