Budgeting and Forecasting
Performance Insights Across an Entire Company
- Automations and alerting keep you up-to-date
- Analyze transaction data to find anomalies
- Combine data sources to unify financial software

Security first with Qrvey’s embedded analytics for financial analytics solutions. Enable teams to safely analyze sensitive data within SaaS applications, from individual records to entire financial practice performance all within your SaaS platform.
Qrvey is deployed directly to AWS environments for industry-leading security and scalability for financial analysis software.
With Qrvey’s cloud-native solution built on AWS, there are no servers to manage. Resources scale automatically as your needs change. You get powerful analytics capabilities without large upfront investments.
Qrvey connects to any data type – SQL, NoSQL, and unstructured data sources like forms and images – and enables analysis from multiple financial data sources on a single dashboard.
With an API layer built for rapid development, data can be pushed directly from the source for real-time analysis within your financial analyst software solution.
The pixel perfect report builder enables you to build customizable report templates with precise control over the positioning and style of every element on the layout, down to the individual pixel.
Pixel perfect reports are important when the output must meet exact specifications, such as in audit reports, tax forms, regulatory documents, shipping labels, and more. This provides rigorous controls for formatting PDF and print output.
Qrvey connects directly to the AWS AI suite to power real-time machine learning augmentation for financial analysis software.
Since Qrvey deploys to your AWS VPC and analyzes financial data in real-time, this eliminates the need to copy data outside your AWS environment or use costly third-party ETL solutions with AI and ML.
Qrvey enables a wide range of financial analytics use cases while prioritizing data security. Our software embeds interactive analytics directly into financial data analytics platforms. This integrated approach accelerates time-to-value since teams can immediately access analytics within familiar systems.
Performance Insights Across an Entire Company
Granular Analysis to Uncover Trends Instantly
Analyze Large Financial Data Volumes
Provide the Best Financial Analysis Software
Analyze fresh data streams and large datasets in seconds so teams can act immediately.
Handle billions of rows and high-concurrency workloads without degrading performance.
Apply AI and machine learning workflows to enrich data and surface predictive insights.
Use a tenant-aware data layer designed for SaaS products that support many customers.
Enforce role-based access controls, data permissions, and compliance-ready policies.
Connect with APIs, data pipelines, and cloud services to fit your current architecture.
Let users build dashboards, reports, and filters without relying on engineering resources.
Deliver white-labeled charts and dashboards directly inside your application experience.
Get direct access to technical experts to accelerate implementation and long-term success.

AI-Native Self-Service · 100% Embedded · Multi-Tenant · Flat-rate Licensing · Built-In Data Pipeline