Vertical AI with real domain depth for auditors, tax advisors, high finance professionals and in-house controlling teams – built for secure, controlled environments
Priviq AI 
Step 1 Hand over the task
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Priviq AI Step 1 Hand over the task
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Priviq AI combines three layers that Finance and Audit teams need in their daily work: a powerful AI chat for open-ended analysis, specialized agents for industry workflows, and extensions that bring AI directly into Excel, Word, PowerPoint, and Outlook.
Like a professional AI assistant: analyze documents, ask questions, run research, draft texts, or summarize complex content.
→ Everything you expect from modern AI apps, in a controlled environment for professional data.
Learn morePriviq AI agents are built for specific industry processes and work through audit procedures, analyses or financial modeling step by step: from plan, through your approval, to the final output. Our audit agents are based on the IDW concept for AI agents.
→ Individual AI answers become guided workflows with verifiable results.
Learn moreAnalyses, audits and data preparation happen directly in the Office environment your team already uses. Plans are approved up front, every action is logged, every result generated in a traceable way.
→ Priviq AI becomes part of your existing workflow, instead of another tool next to it.
Learn morePriviq AI keeps you independent from any single provider, gives you continuous access to the latest and strongest frontier models, and processes sensitive or personal data on our self-hosted infrastructure in Germany.
Use the strongest available models from OpenAI, Anthropic and Google for complex analyses, long contexts, document understanding, research, modelling and demanding reasoning tasks.
OpenAI 
Anthropic 
Google Gemini Priviq AI routes sensitive or personal data to self-hosted open-weight models on dedicated compute capacity in German data centres — data flow, processing and model operation stay entirely in Germany, auditable and without third-country exposure.
Meta Llama 
Mistral 
Qwen OpenAI OSS 
Moonshot 
DeepSeek Four verticals, over twenty agents. Click an agent to see its workflows and details.
From journal screening to fixed-asset testing, every agent produces traceable, auditable outputs. Each run starts with plan approval and ends with validator checks directly in the workbook.
Six specialised AI agents for data-driven audit procedures.
Journal entry testing on a statistical basis
Ten rule-based anomaly analyses across journal entries, segmented by user, account and period.
Narrative and contextual red-flag detection
Ten qualitative patterns across posting text, segregation of duties and cross-reference consistency, built for datasets too large to review manually.
Revenue testing under IDW PS 450 and IFRS 15
Seven workflows for cut-off, percentage-of-completion testing, principal-versus-agent classification and timing of recognition, including SAP SD/FI delta checks.
Bank reconciliation under IDW PS 302 and ISA 505
Seven workflows for balance reconciliation, fraud-pattern detection and automated ISA 505 bank-confirmation letters with SHA-256 fingerprint in the audit log.
Receivables and payables reconciliation under IDW PS 400
Six workflows for ageing, cut-off testing, impairment plausibility and balance-confirmation preparation including top-N selection.
Fixed-asset testing under IDW PS 206 / 266
Six workflows for fixed-asset movement reconciliation, depreciation plausibility, low-value asset monitoring and impairment indicators.
Four specialised AI agents for transfer pricing, tax-audit preparation, group ETR planning and audit-risk forecasting, from compliance checks to optimisation scenarios.
Data-driven tax documentation and tax-audit readiness.
Arm’s-length checks for intercompany transactions
Structured validation of intercompany revenues, costs and interest against third-party benchmarks under OECD transfer-pricing methods.
Systematic readiness workbook for the next tax audit
Readiness assessment across document gaps, timestamp consistency, statutory retention and typical tax-authority challenge areas.
Effective-tax-rate optimisation across jurisdictions
Consolidated tax-rate analysis, optimisation scenarios and sensitivities across legal form, loss utilisation and interest deduction limits.
Audit probability and adjustment forecasting
Data-driven forecast of tax-audit probability and expected adjustments based on industry benchmarks, anomaly scores and procedure history.
Ten specialised AI agents across the transaction lifecycle, from valuation and deal modelling to financial due diligence, portfolio steering and exit planning.
One suite for financial advisory, M&A, private equity and family offices.
Peer selection, multiples statistics and implied valuation
Automated peer group, multiples calculation, statistics aggregation and implied valuation with sensitivities.
WACC, FCF projection, terminal value and equity bridge
Complete DCF model with historical normalisation, FCF projection, CAPM-based WACC, terminal value and football field across scenarios.
Leveraged buyout with debt schedule and returns waterfall
Pro-forma capital structure, debt schedule, covenant compliance, credit metrics and IRR/MOIC returns across exit cases.
Deal structure, synergy quantification and pro-forma EPS
Complete merger model across stock, cash or mixed consideration, synergy quantification and pro-forma EPS bridge.
Segment valuation with football field
Segment-specific valuation by comps or DCF, SOTP bridge, holding discount and scenario football field.
Earnings quality assessment with normalisation bridge
Deep quality-of-earnings analysis from reported to adjusted EBITDA, working-capital normalisation, hidden liabilities and related-party transactions.
Debt capacity, coverage ratios and stress tests
Leverage modelling, covenant-package review, headroom analysis and downside stress tests.
KPI tracking and cross-portfolio benchmarking
Monthly KPI cockpit per portfolio company covering EBITDA, margins, leverage, working capital and capex with cross-portfolio comparison.
Pre-exit planning 12 to 18 months before process launch
Structured readiness assessment across financials, operations, market intelligence and scenario-based exit projections.
Platform growth with synergy modelling
Target screening, synergy quantification, pro-forma integration and carve-out valuation for platform growth.
Four specialised AI agents for rolling forecasts, budget-versus-actuals, working-capital optimisation and financial-statement reporting.
CFO cockpit for financial steering, forecasting and working capital.
Quarterly forecast with trend and management input
Automated rolling forecast across four quarters from historical baseline, trend extrapolation, management adjustments and forecast-accuracy tracking.
Monthly variance analysis with root-cause hypotheses
Automated BvA reporting with budget phasing, actual capture, variance classification and materiality thresholds.
Cash conversion cycle and quantified levers
Working-capital analysis with DSO, DIO, DPO, peer benchmarking and quantified cash-impact scenarios by lever.
HGB/IFRS template population and audit dossier
Automated year-end preparation across template mapping, accounting checklists, notes structure and audit dossier assembly.
Priviq AI works where finance and audit teams produce their results: in models, memos, presentations and emails. Context stays preserved across applications — from the Excel model through the PowerPoint deck to the final alignment in Outlook.
Context from analysis, model, memo and deck is unified and reused across all apps.
Before any action, the agent shows data, steps, assumptions and target output. Execution only after approval.
Analyses, texts and alignments happen directly in the Office tool. No copying, exporting or tool switching.
Existing Excel, Word and PowerPoint templates are reused — formats and standards stay unchanged.
Plans, approvals and actions are documented. Every result is traceable — data, steps, output.
Tasks are processed step by step: analysis, plan, result. Your team keeps the technical checkpoint.
A demo on your data. We show you the vertical agents that best fit your team and workflow.
