FINANCE
Run the business on real numbers
Transaction volume, conversion, LTV by segment, fraud cohorts. Ask in plain English. Get the number your CFO can defend.
No credit card required
Trusted by fintechs and financial SaaS
Querio fits a fintech operator’s day-to-day. The audit posture is real but it isn’t the headline.
+30k
users in 8 months
One definition for ARR, TPV, and LTV
The numbers that run a financial-services business — ARR, TPV, customer LTV, payment success, retention by tier — live inside Querio’s Context layer. Versioned and shared, so the management report and the board deck use the same definition. Change the rule once and every place that uses it updates. Sales, finance, and risk stop arguing about which number is the right one.
Investor and board reports that don’t go stale
Build the exec or investor Board once. ARR, TPV, gross/net retention, contribution margin — refreshed on a schedule from a reactive Notebook. Mark a Board “verified” so the team knows what finance has signed off on. The board call starts with current data, not last quarter’s PDF.
Ask the financial-business question, get the answer
Ops, growth, finance, and risk ask Querio in plain English: “TPV by issuer last 30 days?”, “LTV by acquisition channel?”, “which sign-up cohort is converting fastest to first transaction?”. Querio returns the answer with the analysis behind it, so your CFO can audit the math and your finance team can re-run the query. Customer data never leaves your warehouse — Querio runs against it using your existing credentials.
Built for financial-services companies
Plain-English Explore
Ops, growth, finance, risk ask without SQL.
Connects to your stack
Querio queries the warehouse where your Stripe, ledger, processor, CRM, and product data lands.
Embed where you work
Boards live on a URL. Embed via iFrame, API, MCP, or post to Slack.
“Your product is AWESOME. We're cancelling both Blaze and Retool.”
Built for teams that can't compromise on security.
SOC 2 Type II. Customer data is never used to train models. RBAC and SSO. Querio runs against your warehouse using your existing credentials.
Read our security review ›Your data is never used for training
Querio has read-only access to your data. We cache conversation previews so your past chats load fast — nothing else is stored, and nothing is ever used for training, on our side or our model providers'.
Your queries run inside your infrastructure
Querio's code execution environment — where credentials live and queries hit your database — can run on your own infrastructure. Your data never leaves your perimeter to be queried.
SOC 2, GDPR, and HIPAA ready
Compliance documentation ready for procurement. BAAs available for healthcare, full GDPR alignment for EU data.
Built for security reviews
Documentation, architecture diagrams, and security questionnaires ready to go. We've been through the review process — we know what your team needs.
Frequently Asked Questions
Does Querio work with our payment processor and ledger?
Querio queries the warehouse where your Stripe, ledger, processor, and CRM data lands. Sync with Fivetran or Airbyte and Querio reads it like any other table.
Can my CFO trust these numbers?
Yes. Every answer is real SQL or Python the data team can read, version, and re-run. Context is shared and versioned, so the same definition shows up in every report.
Does our data leave our environment?
No. Querio runs against your warehouse using your credentials.
Can we restrict who sees what?
Yes. Warehouse-side access policies are respected. RBAC stacks on top.
How fast to start?
A free trial sets you up in minutes. A guided pilot for a fintech with a security review involved typically takes longer — four to eight weeks depending on scope.