Trusted AI for Financial Data with Verifiable Citations
Query your ERPs, financial documents, and reports with natural language — and get answers you can trace back to the source.
No hallucinations. No data leakage. Every number backed by a citation.
80%
Faster financial data retrieval (based on pilot results)
100%
Answers backed by source citations
Zero
External API calls — data stays on-prem
4
ERP systems with native connectors
The Problem
Financial Teams Deserve Better AI
Generic AI tools were not built for the precision and accountability that financial data demands.
Scattered Financial Data
Critical information lives across ERPs, CRMs, spreadsheets, and documents. Finding the right data means searching five systems.
Regulatory Reporting Burden
Compliance requires tracing every data point to its source. Manual audit trails are slow, error-prone, and expensive.
AI Hallucination Risk
Generic AI tools fabricate financial data. In finance, a hallucinated number is not just wrong — it is a liability.
The Solution
How Courdx Solves It
ERP Integration
Deep connectors for Acumatica, Oracle ERP Cloud, and Dynamics 365 (Business Central, Finance & Operations, CRM) with entity-level configuration.
- Select exactly which entities to sync — customers, vendors, invoices, GL accounts
- Incremental sync keeps data current without full re-ingestion
- Field-level mapping preserves your financial taxonomy
- Real-time and scheduled sync modes
Financial Research
Multi-strategy retrieval finds relevant financial data across all connected sources. Knowledge graph connects entities — accounts, vendors, transactions — so you see relationships, not just results.
- Ask natural language questions about your financial data
- Knowledge graph links GL accounts, vendors, POs, and invoices
- Cross-source answers combine ERP data with documents and emails
- Hierarchical chunking preserves context from long financial reports
Compliance & Reporting
Sentence-level citations ensure every financial answer is traceable to its source document, row, or record. Confidence scores flag uncertainty before it becomes a problem.
- Every answer cites the exact source — document, page, and paragraph
- Confidence scores highlight when data is ambiguous or incomplete
- Full audit trail of every query, source, and response
- Exportable citation reports for compliance review
Data Sovereignty
On-premises deployment with local LLMs and zero external API calls. Financial data never leaves your network — not for embeddings, not for inference, not ever.
- Deploy entirely on your infrastructure — air-gapped if needed
- Local LLMs eliminate third-party data exposure
- No external API calls for any part of the pipeline
- Your encryption keys, your storage, your rules
Capabilities
Built for Financial Workflows
Every feature designed with the precision and accountability that finance demands.
ERP-Specific Connectors
Purpose-built for Acumatica, Oracle, and Dynamics 365 with entity-level granularity.
Financial Knowledge Graph
Entities like accounts, vendors, and transactions are linked — surfacing relationships generic search misses.
On-Premises Deployment
Full stack runs on your hardware. No cloud dependency, no data leakage, no third-party risk.
Audit Trails
Every query, every source, every response — logged and traceable for regulatory compliance.
Cost Analytics per Query
Track LLM token usage, compute cost, and latency for every question — so you control AI spend.
Multi-Tenant Isolation
Separate business units, subsidiaries, or clients with full data isolation and independent access controls.
Ready for AI Your Finance Team Can Trust?
See how Courdx connects to your ERP, cites every source, and keeps your data on-premises. No risk, no commitment — just a conversation.