Hosted in Germany · GDPR-compliant · For Finance & Audit

Private AI Suite — specialised AI agents for Finance and Audit

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Hosted in Germany No training on your data
Priviq AI
Live
1 · Plan → 2 · Approval → 3 · Validator
Plan-First mechanic

Four-eyes principle, built in.

01
Benford distribution on amounts
Chi² + MAD vs. expected · Segmented by account
02
Weekend & holiday entries
DE holiday calendar · User- and account-segmented
03
Account-pair anomaly matrix
All debit-credit pairs vs. historical distribution
Agent 01 · Audit Live demo on demand
Built to the standards your risk officer expects
  • Hosted in Germany
  • No training on your data
  • Your source data stays untouched
  • Tamper-evident audit log
  • Four-eyes principle built in
  • Client isolation
See security details
How Priviq agents work

The plan is on the table before anything is written.

Other AIs write and hope. Priviq behaves like a junior auditor working with the four-eyes principle: plan first, get approval, then write — and every result passes through seven validator checks before you ever see it.

  1. Step 1 01

    Priviq presents the plan

    Before writing the first cell we show: which sheets will be created, which analyses will run, which assumptions are made, which parameters (cut-off, thresholds, holiday calendar) we set.

    You see the complete audit scope before a single cell in your workbook is touched.

  2. Step 2 02

    You approve or adjust

    Green button — Priviq starts. Or you adjust the plan (different threshold, different cut-off, drop an analysis). The agent only writes after your approval.

    Approval is captured in the audit log — with timestamp, user and chosen parameters.

  3. Step 3 03

    Seven validator checks per result

    Before you see the output: totals integrity, balance checks, cross-sheet consistency, unit consistency, plausibility. If a check fails, the agent self-corrects — or aborts.

    The validator run is the automatic four-eyes principle baked into every Priviq output.

The difference between generic AI and one you let near your client data.

Chat Suite · The foundation

A ChatGPT replacement for data-sensitive teams.

The Chat Suite is the foundation underneath the vertical agents. Document upload with grounding, German hosting, direct agent access from a single window — no tool-hopping, no context loss.

German servers No training on your data GDPR Art. 30 audit log Direct agent invocation
See Chat Suite in demo
Priviq · Chat
Claude · Bedrock EU
Sie

Prüf bitte den Umsatzrealisierungs-Test auf diesem Mandanten für Q4 — mit besonderem Fokus auf POC-Aufträge.

mandant-meridian-q4-2025.xlsx
Priviq

Ich starte den Umsatzrealisierungs-Agent. Plan zur Freigabe:

• Cut-off ±5d um 31.12.2025
• POC-Aufträge: alle mit Vertragssumme > 250k €
• SD/FI-Delta-Abgleich aktiv
• Ergebnisse in neuen Sheets, Originaldaten unberührt

Document grounding

Upload PDFs, Excel, Word, emails — the chat cites directly from your sources. OCR for scanned receipts, STT for voice memos.

Client isolation

Each client in its own context. Data from one engagement never surfaces in another chat session. Row-level security at the database layer.

Agent integration

Launch an agent from chat: "Run JET on these journals". Priviq opens the agent with plan-first approval, you confirm, the agent writes.

Model choice

Claude (EU-Bedrock) as default. Optionally GPT-5.4 or Gemini — configurable per engagement. No transmission outside the EU.

Fully auditable

Every chat session is recorded in the GDPR Art. 30 audit log. Who asked what when — complete, exportable.

Cross-session memory

Priviq remembers (per client) — recurring client profiles, audit preferences, writing style. No re-briefing at every session start.

Industries

Specialised AI agents for your profession.

Four verticals, over twenty agents. Click an agent to see its workflows and details.

Wirtschaftsprüfung

Von Journal-Screening bis Anlagenbewertung — jeder Agent liefert nachvollziehbare, auditierbare Ergebnisse. Jeder Lauf mit Plan-First-Freigabe und sieben Validator-Checks. Direkt in der Arbeitsmappe.

Sechs spezialisierte KI-Agenten für datengetriebene Pflichthandlungen nach IDW PS.

The horizontal layer

Same capabilities. Everywhere.

Priviq works where you work. The same agents that run in Excel are available in the chat — and vice versa. No tool switching, no context breaks. Financial models, analyses and reports emerge in the same motion as the work in your spreadsheet.

Financial Modeling 01

3-statement, DCF, LBO, Merger, SOTP

Linked P&L / balance sheet / cashflow, assumption-driven, with integrated validator checks (balance, units, cross-sheet consistency).

Data-Prep 02

Cleanup, categorisation, anomaly detection

Normalise raw data, harmonise charts of accounts, flag outliers — source data stays bit-exact unchanged.

Valuation 03

Comps, precedent transactions, credit analysis

Peer-multiples aggregation, transaction benchmarks, credit ratios across the cycle — with Apollo- and Bundesanzeiger-Integration.

Reporting 04

Dashboards, variance analysis, template overlay

IB-grade formatting, byte-perfect Excel template reuse, monthly report automation.

Quality Gate 05

Model audit, verification sheet, QoE adjustments

7+ validator checks per run, Big-4-compliant verification sheet, QoE bridge for DD folders.

Document Intake 06

PDF extraction, template population, OCR

Extract unstructured PDFs (annual reports, contracts, receipts) into structured data, directly into Excel or your templates.

These capabilities are available as building blocks across all vertical agents and inside the chat suite. An analyst works in Excel, the audit partner asks in chat — both use the same layer.

See it in a demo
What Priviq measurably delivers

Numbers over quotes.

Until we have client quotes with written release, we show only what is verifiable. Here is what is baked into the architecture today.

6
Agents to IDW PS
JET quant + qual · Revenue · Bank · OPOS · PP&E
46
Auditable workflows
Each with plan-first approval + validator
7+
Validator checks per run
Totals integrity to cross-sheet consistency
100 %
Source data stays in Excel
Result-only-upload, never raw data
EU
German servers
No US subclouds, no data transfer outside the EU
24 h
Cache retention
Then purged · Audit log 90 days
FAQ

Frequently asked questions.

  • 01 Where is our data stored?
    On German servers in Frankfurt. No subcloud outside the EU, no data transfer to non-EU countries. Security dossier available on request under NDA.
  • 02 Is our client data used for AI training?
    No. Neither we nor the underlying language-model providers train on your content. Contractually backed by enterprise agreements. Every request runs in an isolated environment.
  • 03 Does Priviq work in Excel Online or only Desktop?
    Priviq is an official Microsoft Office Add-in and runs in Excel Desktop (from 2019, ExcelApi 1.13+) and Excel Online (basic features). Template-skeleton features (byte-perfect template reuse) are Desktop-only.
  • 04 What happens to our source data?
    Nothing. Priviq never modifies your source data. All results go into new sheets. The raw data remains bit-exact as you provided it.
  • 05 Do you offer a DPA?
    Yes, standard template on request. Customisation for firm-specific requirements possible.
  • 06 Which AI models do you use?
    Enterprise contracts with Anthropic (Claude), OpenAI (GPT) and Google (Gemini), all EU-hosted. Default for sensitive workflows: Claude. Models are configurable per engagement. Single-model deployment available on request.
  • 07 How long does onboarding take?
    Typically 30 minutes per user plus a one-hour initial security review with your risk officer. No IT project — it is a browser plugin.
  • 08 Can I use Priviq results as audit evidence?
    Priviq provides reproducible, documented analyses with parameter snapshots and audit-log entries. Professional judgement and audit-evidence quality remain with you — Priviq delivers the evidence base, you evaluate it.
30 minutes. Your real workflows. No sales pitch.

See Priviq in action.

A demo on your data. Audit live, Tax/IB/PE/Controlling in beta — we show you the setup that fits your team.

Book a demo Security