Can an agent approve or post an entry?

No. Agents prepare the work; people approve it. The controls sit outside the agent’s reach, and every step is logged with the person or agent that took it.

Can our auditors follow the numbers?

Every answer carries the query that produced it and the source entries behind it. Reliance is your audit firm’s call — we work through what they need to see with you.

Does it replace our close or planning software?

No. It works alongside them, answering the cross-system questions they were never built to ask, and feeding their outputs back into the same model.

Who decides what ARR or adjusted EBITDA means?

Finance does. Definitions live in the ontology as reviewed, versioned files, so every report and every agent uses the same one.

/ solutions / finance & accounting

TextQL for Finance & Accounting Agents Tick and Tie. You Sign.

Ana reconciles every entry across your ERP, banks and billing, and explains each variance down to the line that moved it. Your team reviews the few that don’t tie.

Book a demo Explore solutions

in production at Dropbox

soc 2 type iiruns in your cloudevery step logged

An AI-Powered Operating System for Finance & Accounting

Put the close, reconciliation, reporting and planning on one model of your accounts, entities and vendors — defined by finance, with every approval kept by a person.

Connected solutions + automations

- Accruals & prepaids
- Intercompany
- Close sign-off
- Bank to ledger
- Intercompany match
- Vendor statements
- Plain-English queries
- Open POs & spend
- Authorizations kept
- Budget vs actuals
- Month-over-month flux
- Explained to the entry
- Rolling forecast
- Board & exec packs
- Scenario plans
- Vendor consolidation
- Duplicate payments
- Contract leakage

[ in production ]

TextQL saves Dropbox 400 hours per quarter, delivers answers 140× faster, and cut dashboard build time by 98.8%.

manual reconciliation saved per quarter

400 hrs
faster delivery per FP&A question

140×
reduction in dashboard build time

98.8%
Read the Dropbox story

[ your first answer ]

Bring the Report That Eats Your Close

Pick the one your team rebuilds by hand every month. We connect to the systems behind it inside your cloud, rebuild it with you, and your team ties out every number before anyone else sees it.

Book a demo Talk to an expert

01 Pick the report A 30-minute call to choose the report and the systems behind it
02 Connect in your cloud We connect inside your cloud to the ERP and one other source
03 Tie it out Your team checks every number against the source entries

questions finance teams bring first

What’s blocking day-3 close? Agentic Controllership
Which invoices were paid twice? Data Reconciliation
Show open POs by vendor over $50K SAP & ERP Reporting
Why is software spend over plan? Flux & Variance Analysis
What’s the Q4 revenue forecast by region? FP&A & Forecasting
Which vendors could we consolidate? Spend & Vendor Analytics

[ the platform ]

The Platform, in Finance’s Terms

Three layers, one deployment. Each is a page of its own when your team wants the detail.

/ connectors Every Ledger You Run ERP, bank, billing and planning data wherever it lands — read in place, under the roles and authorizations you already manage. / ontology One Chart of Accounts, Everywhere Accounts, entities and vendors defined once, by finance — ARR and adjusted EBITDA mean the same thing in every report and every agent. / agents The Close, Prepared Agents prepare reconciliations, accruals and flux reviews on a schedule — every step logged, every approval left to a person.

[ security ]

Built to Pass Your Security Review

SOC 2 Type II Audited annually. The report is available on request through the trust center.

Controls Outside the Agent No agent approves or posts, and no one approves their own work. Every step lands in a log your auditors can replay.

Your Permissions, Enforced Row-level access and ERP authorizations carry through to every answer, agent and app.

Your Cloud, or Air-Gapped Deploy in your VPC or fully disconnected. Financial data never leaves your environment.

/ soc 2 type ii/ hipaa/ gdpr/ your vpc or air-gapped

Visit the trust center

[ faq ]

What Teams Ask Before They Start

Talk to the team

Yes. TextQL reads ERP data where it already lands — the ERP’s own database or the warehouse it syncs to — alongside billing, banking and planning sources.

[ try textql ]