Each product solves a distinct business problem. Each is built on the same underlying capability: verified, explainable financial data. Deploy one product independently or the full platform.
Reconstruct and validate financial statements directly from underlying transaction data. Eliminate reconciliation cycles, reduce close time by 70% or more, and produce audit-ready reports with full traceability to every source figure.
Replace manual, labor-intensive bookkeeping with AI-driven classification and continuous reconciliation. Deliver accurate, verified books at any volume — without a proportional increase in cost or headcount.
Connect fund administrators, custodians, prime brokers, and internal systems into a single verified operational layer. Eliminate position breaks, accelerate NAV production, and maintain one source of record for all fund data.
From invoice capture to payment authorization, BillsIQ brings intelligence and governance to the AP cycle. Reduce errors, prevent duplicate disbursements, enforce approval policies, and capture early-payment discounts automatically.
Organizations gain advantage from better data, stronger controls, and faster decisions — not from more tools.
Stop reconciling. Start knowing. StatementIQ reconstructs your financial statements directly from underlying transaction data — making every figure verifiable, every period auditable, and every close cycle dramatically shorter.
Traditional financial reporting is built backwards. Finance teams extract outputs from multiple systems, reconcile differences manually, and produce statements that reflect what systems recorded — not what actually occurred.
StatementIQ inverts this. We reconstruct financials from raw transactional data — validating every line before it enters any report or regulatory filing. The result: a close cycle measured in hours, not days, and financial statements that leadership can present with complete confidence.
Financials are built from raw transaction data, not system outputs. Every figure has a direct, traceable source record.
Cross-system variances are identified and resolved automatically. Genuine exceptions are surfaced for review; routine items clear without intervention.
Continuous validation means your books are always close-ready. Period-end becomes a confirmation step, not a sprint involving the entire finance team.
Every figure is traceable to its source transaction. Auditors receive complete documentation automatically. Management receives unqualified confidence in every number.
Request a briefing tailored to your reporting environment and close cycle.
BooksIQ replaces manual, labor-intensive bookkeeping with AI-driven automation — delivering accurate, verified books at scale, at a cost structure that does not grow linearly with volume.
The traditional bookkeeping model requires headcount to scale. Every additional client or entity means more staff. Margins compress. Quality becomes inconsistent. Errors increase. This is not a talent problem — it is a structural one.
BooksIQ breaks this constraint. AI-driven classification, automated journal entries, and continuous reconciliation deliver accurate books at any volume — at a cost that stays flat as the business grows.
Transactions are classified automatically with 98%+ accuracy, learning continuously from your chart of accounts and prior coding decisions.
Bank feeds, accounts, and ledgers reconcile continuously — not at month end. Discrepancies are surfaced immediately, not discovered weeks later.
Cost per entity stays flat as volume grows. Serving 200 clients does not require 200 bookkeepers. Margin expands with scale.
Books produced by BooksIQ are validated before delivery. Clients receive accurate, verified books — not books that require a separate review cycle to trust.
Request a briefing tailored to your firm's scale, structure, and client mix.
OpsIQ connects fund administrators, custodians, prime brokers, and internal systems into a single verified operational layer — eliminating reconciliation breaks and accelerating NAV production.
Fund operations span multiple counterparties, administrators, and internal systems — each with its own data format, settlement timeline, and reconciliation logic. Position breaks are structurally inevitable. Delays compound. NAV errors carry regulatory and reputational consequences.
OpsIQ creates a unified operational layer that ingests data from all sources, validates it against expected positions, and resolves breaks automatically — before they escalate into exceptions requiring manual investigation.
Connect administrators, custodians, prime brokers, and internal systems. All data is normalized to a single validated schema.
Breaks are identified, categorized, and resolved automatically. Only genuine, unresolvable exceptions are escalated to a human reviewer.
Continuous position validation means NAV is always current. T+1 delivery becomes achievable and sustainable without additional operational headcount.
All reconciliation activity is logged and fully traceable. Regulatory and LP reporting draws from a verified, auditable source of record.
Request a briefing tailored to your fund structure and operational environment.
BillsIQ brings intelligence and governance to the entire AP cycle — from invoice capture through payment authorization. Reduce exposure, prevent errors, and maintain real-time visibility into every outstanding liability.
Accounts payable is high-volume, high-risk, and chronically under-controlled. Duplicate invoices are approved. Fraudulent submissions slip through manual review. Approval workflows are inconsistent. Early-payment discounts go uncaptured. Audit trails are incomplete.
BillsIQ captures invoices from every channel, validates them against purchase orders and contracts, routes them intelligently for approval, and ensures every payment is authorized and justified before it is released.
Invoices from any channel — email, supplier portal, EDI — are captured, classified, and matched automatically against purchase orders and contracts.
Every invoice is matched against the originating purchase order, goods receipt, and contract terms before approval is triggered. Mismatches are flagged immediately.
Invoices route to the correct approver automatically based on amount, category, and cost center. Policy exceptions are identified before payment — not after.
AI-driven anomaly detection identifies duplicate submissions, unfamiliar vendors, unusual payment amounts, and policy violations in real time — before funds leave the organization.
Request a BillsIQ briefing tailored to your AP environment and transaction volume.
These challenges are not industry-specific. They exist wherever financial data drives performance and decision-making. GroupIQ is relevant for any organization that requires accuracy at scale, operational efficiency, strong governance, and high-confidence decision-making.
Large organizations where the cost of inaccurate financial data is measured in audit findings, regulatory exposure, and misstated results. Complexity is high. Tolerance for error is zero.
Investment managers — hedge funds, private equity, real assets — where NAV accuracy, reconciliation speed, and operational resilience are non-negotiable requirements.
Professional services firms looking to deliver higher-margin, higher-quality work to more clients — without proportional growth in headcount, overhead, or operational risk.
Organizations scaling rapidly where manual financial processes cannot keep pace, and where the cost of financial error — with investors, lenders, and regulators watching — is existential.
Tell us about your organization and we will show you exactly how GroupIQ applies to your context.
GroupIQ was founded on a single observation: across every industry, organizations were failing not because they lacked software, but because their financial data was never actually correct.
ERPs record activity. Accounting systems organize inputs. Automation tools execute tasks. None of them answer the question that matters at the board level: “Is this financial data actually correct?”
We built GroupIQ to answer that question — permanently, at scale, across the enterprise.
Every product decision begins with a business problem, not a technical capability. We build what matters — not what is technically impressive.
We do not accept data at face value. Every number is reconstructed from source, validated, and made fully traceable before anyone relies on it.
We redesign systems around truth. We do not add software to broken processes. The fix must be structural to be durable.
Clean, validated financial data at scale is a durable competitive asset. We build toward a data, workflow, and decision advantage that strengthens over time.
Our clients are CFOs, COOs, and board members. We hold ourselves to that standard in the rigor of our thinking and the precision of our results.
We solve a small number of critical business problems exceptionally well. We do not build feature lists. We build foundations.
We are looking for exceptional people who believe the most important problems are worth solving properly.
Thinking on financial data integrity, operational transformation, and what it means for an organization to operate on verified financial truth.
The financial close problem is not a process problem. It is a data architecture problem. Here is why — and how to address it at the source.
A quantitative analysis of reconciliation labor costs, error rates, and opportunity cost across 40 finance organizations of varying size and structure.
A framework for CFOs evaluating their financial data infrastructure — what to measure, what to address first, and what a best-in-class end state looks like.
OpsIQ was deployed across four fund administrators and two prime brokers. Within 90 days, automated reconciliation had resolved 96% of previously manual break workflows, and NAV production moved from T+3 to T+1.
StatementIQ was deployed across 12 subsidiaries operating on different ERP platforms. A unified financial truth layer eliminated the manual consolidation reconciliation, reducing the group close from 14 days to under 6 hours.
BooksIQ replaced a predominantly manual bookkeeping process across 200+ client entities. Automated transaction classification allowed the firm to triple its client capacity while gross margins improved materially — without adding bookkeeping staff.
BooksIQ and BillsIQ were deployed together ahead of a Series C fundraise. A three-person finance team produced board-quality monthly financials and completed the investor audit with no material findings — without external accounting support.
Request a briefing and we will show you what GroupIQ delivers in your specific context.
We are looking for exceptional people who believe the most important business problems are worth solving properly — and who want to build something that creates lasting, compounding value.
GroupIQ is a focused team solving a large, structurally important problem. If you want genuine ownership, intellectual rigor, and the opportunity to help build a category-defining platform, you are in the right place.
All roles are based in Austin, Texas.
You will own entire domains — not contribute to someone else's backlog. Every person on this team shapes the direction of the company and is accountable for results.
We work on genuinely difficult technical and business problems — the kind that have not been solved at this level of rigor before. Incremental work does not interest us.
We work directly with CFOs, COOs, and board members. The entire team operates at that standard of communication, precision, and accountability.
All roles are based in Austin, Texas.
We hire exceptional people ahead of specific openings. If you believe in what we are building, we want to hear from you.
We work with a focused number of organizations at any one time — ensuring every engagement receives the depth, rigor, and attention it deserves.
A 45-minute strategic briefing — no slide deck. A direct conversation about your financial data challenges, where they are costing you, and whether GroupIQ is the right fit for your organization.
CFOs, Controllers, COOs, and Heads of Operations. GroupIQ operates at the executive level. Your briefing will be led by a senior member of our team — not a sales development representative.
We respond to every inquiry within one business day. All conversations are strictly confidential.
Explore our solutions framework, review our case studies, or examine each product in detail. We are happy to engage when the timing is right for you.
We respond within one business day. All conversations are strictly confidential.