Reconcile two banks' numbers after a merger

After a merger, finance has to decide which bank's definitions win. Preql helps finance teams map how both banks define their numbers across their existing systems and spreadsheets. Business owners approve each mapping, and every decision is versioned, so reports built afterward rest on one agreed set of definitions.

A merger puts two sets of definitions on top of each other

1. Same word, different meaning. Commercial deposits, core deposits and relationship counts are often defined differently at each bank.
2. Hierarchies that don't line up. Branch, region and cost center rollups were built for two different org charts.
3. Mapping decisions nobody wrote down. Calls made before conversion can become the reason reports shift for months afterward.

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.