Stop Advisory Firms From Overbilling. See Spend Across Every Entity.
Hundreds of vendor relationships across subsidiaries. Duplicate services, inconsistent pricing, hidden spend. AI reads every invoice, checks fees against the engagement letter or SOW, and keeps every review and approval on the record for examiners.
The problems that cost you millions
Entity-Level Vendor Sprawl
Banks and asset managers run hundreds of vendor relationships across subsidiaries — duplicate services, different prices for the same provider, and spend nobody sees in one place.
Reconciliation Delays
Nearly one in five invoices hits an exception (Ardent Partners 2026 average). Across entities, currencies, and approval hierarchies, each one becomes a manual chase.
Audit & Compliance Gaps
Examiners expect evidence of how third-party contracts, fees, and approvals are controlled (2023 interagency third-party risk guidance). Pulling it from disconnected systems takes teams weeks.
Ask anything about your Financial Services data
Natural language queries across all your databases. Answers in seconds, not hours. No SQL required.
AI-Powered Fee Validation & Reconciliation for Financial Services
“Advisory firm billed 240 hours at $650/hr — approved timesheets show 180 hours against the SOW. $39,000 over-billing routed to the engagement owner before payment.”
Complete spend visibility across your Financial Services operations
AI-powered contract analysis for Financial Services
Upload any contract. AI extracts clauses, identifies risks, tracks renewals, and monitors obligations — automatically.
Audit-ready controls built into every workflow
Upload any document. AI understands it.
Invoices, contracts, PDFs, scanned documents — upload anything. AI classifies, extracts data, embeds for search, and makes it queryable in seconds.
Multi-Source Ingestion
Upload files, connect SharePoint, OneDrive, S3, email — or drag and drop. All formats supported.
AI Classification & Extraction
Auto-classifies document type (invoice, contract, legal, PO) and extracts structured data with AI vision.
Smart Edit — 8 AI Actions
Click any document for instant AI analysis: Clause Clarity, Risk Analysis, Key Terms, Line Audit, Tax Check, and more.
Describe a workflow. Get a live app. In plain English.
Not just dashboards — operational workflows with approvals, routing, alerts, and SLAs. Describe what you need in natural language. InferonIQ builds, connects, and deploys a working app in minutes.
Try this in Agent Studio:
“Route vendor invoices over $25K to the entity controller for approval, escalate to the CFO after 48 hours, and post every decision to Teams.”
Every query makes the system smarter
inferonIQ learns from every interaction — correction patterns, match decisions, and successful queries feed back into the engine automatically.
One question. All your systems.
Query across Oracle + SQL Server + Snowflake in one question. Parallel execution, automatic join inference, unified results.
Dialect-native SQL
Postgres, SQL Server, Oracle, MySQL, Snowflake, BigQuery, Databricks, Redshift and more.
Auto Join Inference
FK matching, business key matching, and composite key discovery across databases.
Parallel Execution
Queries execute simultaneously across systems. Results merged and deduplicated.
Connects to anything
Databases, ERPs, file storage, email and SharePoint — anything else over JDBC or REST API.
Works With Your Entire Stack
Why Financial Services teams choose InferonIQ
What InferonIQ brings to Financial Services
Modeled figures show their basis. A pilot measures them on your own invoices.
Ready to transform Financial Services finance?
Free 48-hour scan. We connect to your data, find the waste, and deliver a report with specific dollar amounts. If we find nothing — you pay nothing.
Read-only access · 48-hour turnaround · No commitment required