New: AI insights grounded on your semantic layer Featured in G2 embedded analytics reviews Flat-rate pricing for unlimited tenants Webinar — Scaling multi-tenant to ten thousand customers New: AI insights grounded on your semantic layer Featured in G2 embedded analytics reviews Flat-rate pricing for unlimited tenants Webinar — Scaling multi-tenant to ten thousand customers
Financial Analytics Software

Financial Analytics Software

Transform your financial data into actionable insights

Financial analytics dashboard

Empowering Financial Analytics Teams

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.

Maximum Data Security with Qrvey’s Embedded Analytics Solution

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.

Connect to Any Data Source, Including Real-Time Financial Transactions

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.

Pixel Perfect Reporting

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.

AI + Financial Analysis Tools

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.

Improve ROI and Performance Using Your Data

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.

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

Risk Management

Granular Analysis to Uncover Trends Instantly

  • Ingest and analyze data with Qrvey's API
  • Enable teams to drill-in to the lowest level of data
  • The best in security as your data stays in place

Fraud detection

Analyze Large Financial Data Volumes

  • Spot trends early with comprehensive automations
  • Optimize real-time detection
  • Connect to AI services for in-depth analysis

Process Optimization

Provide the Best Financial Analysis Software

  • Collect real-time customer feedback
  • Analyze results as the data comes in
  • Alerting to keep processes inline

Key Capabilities of Qrvey for
Financial Analytics Software

Real-Time Data Processing

Analyze fresh data streams and large datasets in seconds so teams can act immediately.

Enterprise Scale

Handle billions of rows and high-concurrency workloads without degrading performance.

Integrated AI

Apply AI and machine learning workflows to enrich data and surface predictive insights.

Multi-Tenant Data Lake

Use a tenant-aware data layer designed for SaaS products that support many customers.

Data Governance

Enforce role-based access controls, data permissions, and compliance-ready policies.

Integration Ready

Connect with APIs, data pipelines, and cloud services to fit your current architecture.

Self-Service Analytics

Let users build dashboards, reports, and filters without relying on engineering resources.

Embedded Data Visualization

Deliver white-labeled charts and dashboards directly inside your application experience.

Support

Get direct access to technical experts to accelerate implementation and long-term success.

Qrvey analytics dashboard

Analytics for Those Who Want More
Build Less Software. Deliver More Value.

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