The Quro platform
The foundation for AI agents in finance.
Agents that work beside your team on one shared model of your business. Planning is the first thing built on it.
Technically, Quro is a harness for financial agents: the context, rules, calculation engine and audit trail they run inside, with people approving what matters.
How your business runs, what each number means, and what was decided and why, all linked.
Salesforce
Xero
QuickBooks
HubSpot
RipplingAgents
An agent beside every leader and analyst.
Leaders and analysts each get agents of their own, working on the same plan.
Leader agents
One beside each leader, from the CFO to sales, marketing and operations, to test ideas, run scenarios and push back with their own numbers.
Analyst agents
They build models, explain what moved, answer questions, and prepare reports and dashboards.
Working backwards
Set a target and an agent works out the deals, pipeline and hires it would take.
Coordination and hand-offs
Every leader's share of the plan stays in step, and calls that need judgment go to the right person.
Workflows
Your process, followed step by step.
Agents follow the way your team already works.
Exceptions
Anything that needs judgment goes to the right person, with the context already gathered.
Sign-off
Each step waits for the person who owns it, from a single scenario to the final plan.
Memory
It remembers, so nobody explains the business twice.
One shared record of how your company runs, updated as work happens, and a private memory for each person.
Shared knowledge base
How the business runs, the assumptions behind each plan, what was decided and why, and what changed since last quarter. It stays when people move on.
Private memory
How you work, how you write and what you want to see first. It holds preferences only. Anything decided goes on the shared record.
Business understanding
One meaning for every customer, contract and metric.
Underneath the agents is a shared model of your business: an ontology of what things are, and a semantic layer of how they are measured.
Ontology
A customer, contract, department or hire means the same thing in every system you connect.
Metric catalog
One definition for every metric, versioned and owned, so ARR means the same thing to the agents, to finance and to the board.
Calculation engine
The AI does the reasoning. The engine does the math.
Language models are good at reasoning and unreliable at arithmetic. So every number in Quro comes from a calculation engine that turns your definitions into results.
The same answer every time
The same definitions and data always give the same number.
Traceable
Every figure leads back to its definition and the data it was calculated from.
Control
Trace every number. Approve what matters.
See what each number was, what each agent did and what each person decided.
Audit trail
Every change, who made it and why. Open the plan exactly as it looked six months ago.
Approvals
Choose which changes need sign-off, and from whom.
Permissions
Decide who can see and change which plans, scenarios and shared memory.
Plan, actuals and forecast
Side by side, so you can see what moved and why.
Integrations
Connects to the systems you already use.
Quro reads from your ERP, CRM and HR systems, and writes back only the changes your team approves.
- NetSuite
- Salesforce
- Xero
- QuickBooks
- HubSpot
- Rippling
Your data is encrypted, kept separate from other customers' and never used to train AI.
How we protect your data