Finance and accounting solutions provider
"Our big differentiator is marrying together ERP data and external data," said Nick Ezzo, vice president of strategic accounts and market development for Auditoria, in an interview. "If you just had ERP data, you could say, 'Hey, who are my top vendors, who are the vendors I spend most with,' because that's internal ERP data. But then you can also go on to say, 'Well, if the interest rates go up between now and the end of the year, how will that affect my cash flow with some of these vendors' so you can question against your internal and external [data]."
He said the new solution is a natural evolution from Auditoria's roots as a company, which generally had made products for managing and monitoring communications around accounts payable and receivable matters, which involves reading incoming communications, understanding their intent, validating the information, confirming permissions and surfacing data from disparate ERP systems.
"This is a slightly different interface, because now we're plugging stuff into a chat window. We're not reading an email, we're interpreting the intent using large language models—OpenAI, Gemini, Llama and others, including our own proprietary [specialized language model]—and now we can then dip into the ERP, marry that [data] with external sources like Bloomberg, Moody's, D&B, Fitch and all these different finance rating systems, and other external data," he said.
Each response includes full source lineage showing exactly which ERP records were used, a confidence score to indicate reliability, and a reasoning chain that explains how the conclusion was reached. The solution only returns answers with a high degree of confidence, which is determined through comparing multiple data sources and weighing their various answers against each other.
"They might come back with the same answer, or they might come back with different answers," he said. "And so we would weigh those answers and see which ones are coming up more frequently. And so two of the three [sources] have the same answer and there's an outlier, or maybe three of the five have the same answer and two of them are outliers. We would score those, and we would only surface answers that came above a certain confidence threshold."
SmartResearch is a separate product but uses the same underlying architecture as Auditoria's other solutions. While other offerings were more for AP or AR professionals, SmartResearch is made more for controllers, CFOs and other finance leaders. Ezzo said they are generally focusing on midsize enterprises as their target market. SmartResearch is available via the Auditoria Console.
"For too long, finance teams have been constrained by the limits of spreadsheets, pivot tables, and static reports," said Auditoria.AI CEO and co-founder Rohit Gupta in a statement. "SmartResearch changes that reality forever. It is the first conversational AI financial analyst that works alongside finance leaders, instantly surfacing insights, identifying risks and providing foresight with transparency and trust. With this offering, we are empowering finance with the intelligence they need to lead business strategy, not just report on it."
