Querio’s Conversational Layer Makes Data Work Like ChatGPT - But Safe
Business Intelligence
Aug 12, 2025
Learn how a conversational layer transforms data access, making it easy and secure for teams to gain insights without technical barriers.
Querio simplifies data access by letting anyone in your company ask questions in plain English and get instant, accurate answers from live data - no SQL required. It connects directly to systems like Snowflake or BigQuery, translating natural language into SQL queries, all while maintaining enterprise-level security and governance.
Here’s what you need to know:
Who it’s for: Teams like Product, Finance, and Executives who need quick insights without relying on data analysts.
What it does: Transforms natural language questions into SQL queries and visual reports, using a secure, read-only connection to your data warehouse.
Why it’s safe: Features like role-based permissions, SOC 2 compliance, and a robust governance layer ensure data integrity and security.
Key features: Instant visualizations, real-time dashboards, and scheduled reports tailored to US conventions (e.g., $ for currency, MM/DD/YYYY for dates).
Pricing: Starts at $14,000/year, with add-ons for dashboards and additional database connections.
Querio bridges the gap between technical complexity and business needs, making data accessible, secure, and easy to use for US enterprises.
How Querio's Conversational Layer Works
From Question to Query: The Natural Language to SQL Pipeline
Imagine typing a question like, "What's our monthly recurring revenue for the last six months?" into Querio. Instantly, the platform translates your natural language into a precise SQL query. It pinpoints key details - metrics, time frames, filters - and aligns them with your database schema. Thanks to predefined context set up by your data team, the results are accurate and tailored to your needs, all without duplicating any data.
Querio connects directly to your live data warehouse using secure, read-only access. This setup ensures your data stays within your infrastructure while delivering updated results every time you run a query.
For those tricky, ambiguous questions - like when both gross and net revenue are tracked - Querio uses its context layer to clarify definitions or prompts you for more specifics. This process keeps results consistent, avoiding the common pitfalls of self-service analytics. By generating precise queries, Querio lays the groundwork for its powerful data governance features.
The Role of the Context Layer in Governance
The context layer is the heart of Querio's data governance. It standardizes key metrics and enforces business rules, ensuring everyone - from Finance to Product teams - works with consistent and reliable data. This layer eliminates confusion over definitions and minimizes errors, creating a shared understanding across teams. Once the data is standardized and secure, Querio takes it a step further by transforming the results into easy-to-read visual reports.
Instant Visualizations and Dashboards
After executing your query, Querio doesn't just hand you raw data - it turns it into visual insights. The platform automatically selects the best chart formats to showcase trends, comparisons, and breakdowns based on your question and data type. These visualizations are formatted to reflect local US conventions for currency, dates, and percentages, making them immediately actionable.
These aren't static charts, either. You can tweak, filter, and drill down into the data in real time. With a simple drag-and-drop dashboard builder, you can combine multiple visualizations into detailed reports. These dashboards update automatically as your data changes, so you're always working with the latest information. For ongoing needs, Querio can even turn one-time queries into scheduled reports, ensuring your team gets up-to-date metrics without repeated manual effort.
Enterprise Safety and Governance Controls
Access Controls and Data Security
Querio ensures your data remains secure with its read-only connections to the data warehouse. By strictly applying the principle of least privilege, the platform ensures users only access the data necessary for their roles - nothing more. With role-based access control (RBAC), administrators can define permissions that align with your organization's structure. For instance, a marketing analyst might have access to customer acquisition metrics but not individual customer records, while the finance team can view revenue data but not product development details.
Permissions can be fine-tuned further, allowing restrictions at the database, table, or even column level. This setup enables you to share general metrics across teams while keeping sensitive information, like financial data or personal identifiers, accessible only to authorized personnel. Additionally, all data connections are secured with encrypted credentials, ensuring even the authentication process is protected from threats.
Querio also logs every interaction, capturing user details, timestamps, and the data accessed. These logs provide your security team with complete visibility into how business intelligence is being used across the organization. Such comprehensive security measures form the backbone of Querio’s commitment to compliance and reliability.
Compliance and Reliability Standards
Building on its secure access controls, Querio meets rigorous compliance benchmarks. The platform is SOC 2 Type II compliant, adhering to critical trust service criteria: security, availability, processing integrity, confidentiality, and privacy. This certification goes beyond a one-time review - Type II compliance demonstrates that these controls are tested and maintained over time, ensuring continuous security for your data.
Querio also delivers 99.9% uptime, meaning your team can rely on the platform with less than 9 hours of potential downtime annually. Whether it’s a real-time operational decision or a last-minute presentation, Querio ensures that your data insights are always available when you need them.
These compliance measures aren’t just about meeting standards - they reflect Querio’s dedication to treating your data with the utmost care. Regular third-party audits and detailed documentation further support your own compliance needs, whether those involve SOX regulations, industry-specific rules, or internal governance policies.
Guardrails to Prevent Misuse
Querio goes beyond access controls by implementing governed query rules to ensure proper data usage. Its context layer enforces approved data relationships, ensuring only validated datasets are used in queries. This prevents misuse while maintaining the integrity of your data.
Sensitive column protection is another built-in safeguard. Personally identifiable information, financial details, and other restricted data are automatically hidden from unauthorized users. This eliminates the risk of accidental exposure or deliberate misuse of sensitive information.
Additionally, Querio enforces consistent organizational definitions across all queries and reports. For example, when users query "revenue", the system applies the specific definition set by your finance team, whether it’s gross, net, or recurring revenue. This consistency eliminates the confusion and errors that can arise from conflicting interpretations of metrics in self-service analytics tools.
These guardrails work seamlessly in the background, guiding users toward proper data usage without causing friction. If someone attempts to access restricted data or create an invalid query, Querio provides clear feedback and suggests alternatives that align with established governance rules. This approach ensures users stay within boundaries while still accessing the insights they need.
Setting Up Querio in a US Enterprise
Prerequisites for Deployment
Before deploying Querio, make sure your data infrastructure is ready. You'll need live warehouse access to your existing data systems. Querio integrates directly with Snowflake, BigQuery, and Postgres databases without duplicating data, so confirm that your warehouse supports secure external connections.
Your IT team must set up read-only service accounts for each database connection. This ensures Querio can only retrieve data, aligning with enterprise security guidelines while enabling your teams to interact with data conversationally.
Additionally, enforce SSL/TLS for secure data transmission and ensure encrypted credential storage. Have your database administrator verify that your warehouse complies with these encryption standards before proceeding.
Firewall and VPN configurations should whitelist Querio's IP addresses and allow access to the necessary database ports. Once these security measures are in place, you’re ready to move on to configuring the context layer.
Configuring the Context Layer
The context layer is the backbone of Querio's governance system, transforming raw database tables into business-ready datasets. Start by creating a business glossary with standardized terms to ensure alignment across teams. For example, if your sales team refers to "monthly recurring revenue" and your finance team calls it "MRR", establish one unified definition that everyone will see when querying data.
Set up canonical joins to connect key tables, ensuring queries use approved relationships rather than relying on assumptions. This step eliminates inconsistencies and ensures accurate results.
Next, standardize key performance indicators (KPIs) by clearly defining calculation methods, filters, and date ranges. For instance, your "active users" metric might exclude internal test accounts and only count users active within the past 30 days. Document these rules in the context layer so everyone gets consistent results, no matter how the question is phrased.
The context layer also manages data permissions at a detailed level. You can restrict access to specific tables, columns, or even individual rows based on user roles. This ensures sensitive information, like salaries or customer details, remains secure while still providing broad access to aggregated insights.
Tailoring for US Localization
Once the technical setup is complete, adjust settings to align with US-specific standards. For monetary values, use the USD format (e.g., $1,234,567) to make financial data instantly recognizable.
Set dates to the US format of month/day/year (MM/DD/YYYY) across dashboards and reports. This avoids confusion for American teams who expect dates like 08/12/2025 instead of the international day/month/year format. Time should be displayed in a 12-hour format with AM/PM indicators unless your organization prefers the 24-hour standard.
For units of measurement, use imperial standards such as feet/miles for distance, Fahrenheit for temperature, and pounds for weight. However, keep the option to include metric units for industries like pharmaceuticals or manufacturing, where both systems may be required.
Follow US conventions for number formatting, using commas for thousands separators and periods for decimal points. Abbreviate large numbers for readability (e.g., 1.2M for 1.2 million, 5.7B for 5.7 billion). These formatting choices make dashboards and reports easier to interpret without additional mental conversions.
Lastly, configure fiscal year settings to match your organization’s financial calendar. Whether your fiscal year aligns with the standard January-December calendar or follows a unique schedule, such as those used in retail or government sectors, this ensures quarterly and annual reports are accurate and aligned with your internal processes and regulatory needs.
Using Querio for Daily Analytics
Self-Service Analytics for Product and Finance Teams
Querio’s user-friendly interface makes daily analytics simple and dependable for all teams. For example, product teams can ask questions like, "What's our user retention rate for customers who signed up in Q3?" and immediately access precise metrics directly from live warehouse data. Thanks to the context layer, everyone gets consistent answers, as it applies pre-set business rules and standardized KPIs.
Finance teams can dive into revenue trends, budget discrepancies, or cash flow projections just as easily. By typing something like "Show me monthly recurring revenue growth compared to last quarter", they receive clear visualizations without needing to navigate complex spreadsheets. The governed data layer ensures accuracy and prevents mismatched results caused by manual calculations.
For product managers, tracking feature adoption, user engagement, or conversion funnels becomes effortless. Querio’s core platform supports up to 4,000 queries a month, so teams can explore data without worrying about additional costs. Questions like "Which features have the highest drop-off rates in our onboarding flow?" generate actionable charts and insights to guide product development.
Finance teams use Querio to monitor spending and revenue performance against forecasts. They can quickly query expense breakdowns, departmental budgets, or revenue recognition figures - all without needing to understand database structures. The natural language interface removes technical hurdles, while governance controls ensure sensitive financial data remains secure and reliable.
These instant insights also lay the groundwork for real-time dashboards, giving decision-makers a continuous view of business performance.
Faster Decision-Making with Dashboards and Reports
Querio’s dashboard add-on turns one-time queries into ongoing monitoring tools for executives. Once key metrics are identified through conversational queries, they can be pinned to dashboards that automatically update with live data from the warehouse. This eliminates delays in reporting and ensures leadership always has the latest information.
Executives also benefit from scheduled reports delivered straight to their inboxes, presenting performance metrics in an easy-to-digest format. The drag-and-drop dashboard builder enables anyone, regardless of technical expertise, to create visually appealing reports without needing coding or design skills.
Sales leaders, for instance, can use dashboards to track pipeline velocity, deal closure rates, and quota attainment across regions and time frames. Because dashboards update in real-time with new CRM data, sales teams can respond quickly when performance metrics fall short of targets.
Marketing teams, on the other hand, can create dashboards to monitor campaign performance, lead generation costs, and attribution models. Instead of waiting for monthly updates, they can immediately see which channels drive the best leads and adjust their budgets on the fly. The visual tools also help marketing leaders present ROI data to executives in a way that supports informed budget decisions.
Expanding Capabilities with Governed Extensibility
Beyond daily analytics, Querio is enhancing its platform with Python notebooks, adding advanced analysis capabilities while maintaining robust governance. This feature allows data scientists to perform tasks like statistical modeling, machine learning experiments, and complex calculations directly on governed datasets.
The notebook environment integrates with the context layer, ensuring all advanced analyses align with the same business rules and data relationships used in standard reports. This consistency avoids the common issue of conflicting results between simple metrics and complex models due to differing data preparation methods.
Advanced users can also create custom functions and reusable templates. These tools allow non-technical users to access sophisticated analyses through natural language queries. For instance, a data scientist could design a customer lifetime value model, enabling product managers to ask, "What's the projected CLV for users acquired through our mobile app last month?"
Pricing Overview for US Enterprises
Core Platform and Add-On Pricing
Querio offers straightforward pricing tailored to US enterprises, starting at $14,000 per year for its core platform. This includes one database connection, up to 4,000 monthly prompts, and unlimited viewer users. The plan ensures a seamless conversational data layer with no surprise query fees.
For additional features, the Dashboards Add-On is available at $6,000 annually. This add-on turns conversational insights into actionable dashboards, complete with a drag-and-drop builder and scheduled reporting, keeping leadership updated without manual effort.
If your organization uses multiple data sources, each extra database connection costs $4,000 per year, enabling cross-database queries. For example, you can combine Snowflake warehouse data with BigQuery analytics or integrate Postgres operational databases - all through the same conversational interface.
For those managing complex analytics workflows, the Data Pipelines Subscription is priced at $10,000 annually and supports up to three pipelines for moving and transforming data. Additionally, enterprises transitioning from other dashboard solutions can opt for the Dashboard Parity Pack as a one-time fee of $6,000.
Monthly vs. Annual Billing Options
Querio offers flexible billing to suit various budgeting needs. While annual commitments are the default, monthly billing is available at a 10% premium on recurring fees. For instance, the core platform costs approximately $1,283 per month if billed monthly, compared to about $1,167 per month with an annual plan.
Choosing an annual plan provides predictable costs, making it easier for finance teams to plan budgets. Although monthly billing offers flexibility for trial periods, most enterprises shift to annual billing to take advantage of the savings.
Self-Hosted Deployment Costs
For enterprises with strict data governance requirements, Querio offers a self-hosted deployment option at a 50% surcharge on recurring fees. This raises the core platform cost to $21,000 annually, compared to the standard $14,000 for cloud deployment.
Self-hosted deployments come with an ARR floor of $60,000, ensuring they are suited for organizations with significant governance needs. This option gives enterprises full control over their data while maintaining Querio's conversational capabilities. The premium covers support and deployment assistance, providing clarity for aligning governance needs with budget planning.
Conclusion: Making Data Work Like ChatGPT - But Safe
Main Benefits for US Enterprises
Querio offers enterprises a way to engage with their data naturally while maintaining the highest levels of security. By enabling decision-makers - like product managers, finance teams, and executives - to ask questions in plain English, the platform delivers instant insights without the usual complexity.
The context layer governance ensures that while data access becomes more inclusive, it remains tightly controlled and compliant. Data teams can set up business definitions, table relationships, and access controls just once, and every conversational query will adhere to these predefined rules. This means faster, more informed decisions without sacrificing data security or accuracy.
With live data connections and compliance with top industry standards, Querio provides dependable analytics while safeguarding data integrity. It also ensures that departments across the organization can scale their access to data without losing centralized oversight.
By combining AI-powered conversations with strong governance, Querio effectively tackles the challenges of connecting data to decision-making. The next step? Streamlining implementation to maximize your return on investment.
Next Steps to Start with Querio
To get started, evaluate your current data systems and pinpoint teams that would benefit most from conversational analytics. Querio's $14,000 annual starting price includes one database connection and 4,000 monthly prompts, making it an accessible solution for businesses looking to modernize their data workflows.
A good starting point is a pilot program with high-data-use teams like product or finance. These teams often handle a large volume of ad-hoc data requests, so they can quickly showcase ROI by reducing the workload on analysts and speeding up decision-making.
For organizations with strict data governance needs, the self-hosted option is worth considering. While it comes with a 50% premium on recurring fees, it offers full control over data residency and security - critical for industries with stringent regulations or sensitive business intelligence needs.
If you're looking for flexibility during the initial rollout, the monthly billing option (with a 10% premium) allows you to test Querio’s impact before committing to an annual contract. Many enterprises opt for annual billing after confirming the platform’s value and establishing consistent usage across their teams.
Talk to your Data™ using a Conversational AI approach
FAQs
How does Querio keep data secure and compliant when converting natural language questions into SQL queries?
Querio puts security and compliance front and center, utilizing advanced AI to transform natural language questions into SQL queries that interact with live data. This approach is built on enterprise-level safety protocols, ensuring that sensitive information stays protected throughout the process.
The platform is equipped with strong governance measures designed to block unauthorized access, prevent data misuse, and avoid breaches. With its focus on secure data management and adherence to strict compliance standards, Querio offers businesses a dependable and secure solution for querying their data with ease.
How can Querio’s conversational analytics help Product and Finance teams work smarter?
How Querio Simplifies Data for Product and Finance Teams
Querio’s conversational analytics make it simple for Product and Finance teams to access and interpret data using natural language queries. No need for advanced technical know-how - team members can quickly pull insights on their own, without waiting for specialized support.
By removing barriers to data exploration, Querio helps teams make quicker, smarter decisions, improve collaboration, and work more efficiently. Whether you’re tracking product performance or monitoring financial metrics, Querio ensures insights are easy to access and secure, so teams can stay focused on achieving their goals with confidence.
How does Querio's conversational layer ensure consistent and accurate data for teams?
Querio's conversational layer helps maintain uniformity and precision in your data by standardizing definitions and metrics across your organization. This approach reduces inconsistencies, ensures dependable analysis, and builds confidence in your data-driven insights.
On top of that, its semantic layer offers a centralized view of your data, enhancing governance, cutting down on duplication, and simplifying collaboration across teams. This ensures that everyone - regardless of their technical skills - can access the same reliable information effortlessly.