FINANCE
AI-Powered SQL for Finance
Give analysts and risk teams instant access to transaction data, portfolio metrics, and compliance reports.
GET STARTEDAsk in plain English
Your team asks business questions. Limerence generates the SQL.
“What is our total exposure by asset class this month?”
SELECT asset_class, SUM(notional_value) AS total_exposure, COUNT(*) AS position_count
FROM positions
WHERE as_of_date >= DATE_TRUNC('month', CURRENT_DATE)
GROUP BY asset_class
ORDER BY total_exposure DESC;“Show me all transactions flagged for AML review in the last 30 days”
SELECT t.id, t.amount, t.currency, t.counterparty, t.flagged_reason, t.created_at
FROM transactions t
WHERE t.aml_flagged = true
AND t.created_at >= CURRENT_DATE - INTERVAL '30 days'
ORDER BY t.amount DESC;“Compare monthly revenue year-over-year for each product line”
SELECT product_line, DATE_TRUNC('month', booking_date) AS month, SUM(revenue) AS monthly_revenue,
LAG(SUM(revenue)) OVER (PARTITION BY product_line ORDER BY DATE_TRUNC('month', booking_date)) AS prev_year
FROM bookings
GROUP BY product_line, month
ORDER BY product_line, month;Compliance & Security
Self-hosted means your data never leaves your infrastructure.
Immutable audit trails for every query. Role-based access ensures segregation of duties.
Self-hosted deployment keeps cardholder data within your PCI-compliant environment.
Data residency controls ensure customer PII stays in the required jurisdiction.
Speaks your language
Teach Limerence finance terminology so it maps business terms to your actual schema.
transactions.aml_flaggedSUM(assets) - SUM(liabilities)SUM(revenue) - SUM(cost)PERCENTILE_CONT(0.05) WITHIN GROUP (ORDER BY daily_return)