Trace AI
Answers you can audit.
Secure, compliant AI agents that connect to your spreadsheets and internal finance data—so teams can reconcile budgets vs actuals, forecast scenarios, and generate audit-ready variance commentary with traceable sources.
Built for finance & ops teams managing complex budgets across locations, vendors, and cost drivers.
- $0.8M driven by jet fuel price spike in May.
- $0.4M driven by +5% higher cargo volume (unbudgeted flights).
Governed Intelligence
in action
Spreadsheet-Native Intelligence
Ask questions in plain language; get structured tables back—ready to paste into Excel/Sheets.
Budget vs Actuals, Instantly
Automated variance tables by airport/cost driver with driver explanations and flags.
Traceable Sources
Every answer cites tabs, ranges, and assumptions. Click to reveal the "cell trail."
Governed Access Controls
Scoped permissions, read-only by default, environment isolation per client.
[14:02:11] User jd@latam read Table:Taxes
[14:02:15] Agent compiled variance
Audit Logs & Reproducible Math
See actions taken, formulas applied, and rerun the same calculation deterministically.
Forecast Scenarios
Fuel/FX/volume sensitivity, best/worst cases, and monthly refresh workflows.
If it can't be traced, it can't be trusted.
Ensure AI is accountable to your strict data policies.
Prove the provenance behind every generated number.
Security isn't a feature. It's the foundational requirement.
Move faster—without losing control.
The Protocol
A deterministic lineage from raw file to final commentary.
1. Connect
Scoped, read-only connectors to spreadsheets, ERPs, and internal finance datasets.
2. Constrain
Apply least privilege, enforce role-based retention, and set redaction rules automatically.
3. Trace
Map cell-level citations and map a comprehensive lineage graph for every data point accessed.
4. Compute
Execute reproducible calculations, separating facts from probabilistic text synthesis.
Σ (Actual - Budget) * Weight
5. Export
Generate variance tables, concise commentary, and unalterable operation logs for auditing.
Uncompromising Security
Designed specifically for organizations managing highly-governed financial environments.
- Zero Training Policy: Your data is never used to train generalized base models.
- Client Isolation: Dedicated environment sandboxes ensuring zero cross-tenant contamination.
- Read-Only by Default: Agents physically cannot mutate your source truth spreadsheets.
- Complete Audit Log: Immutable logging of every query, cell read, and generated artifact.
- End-to-End Encryption: AES-256 at rest, TLS 1.3 in transit.
Designed for Governed Deployment
Clear, enterprise-ready engagement models.
Pilot
- 1–2 core spreadsheets
- 1 user onboarded
- Variance pack workflow
- Full traceability & audit logs
Team
- Multiple datasets & models
- SSO & Role-based access
- Retention controls
- Priority support channel
Enterprise
- Dedicated environment (VPC)
- Advanced custom governance
- Security review package
- White-glove SLA