Cross-Source Intelligence
Full traceability.
When your AI consolidates data from DATEV, Salesforce, banks, and ERPs into a single answer — you need to know exactly which transactions, invoices, and objects are behind it. One click. Full transparency.
Modern finance teams pull data from dozens of systems — DATEV for tax accounting, SAP for operations, banking feeds for transactions, Salesforce for revenue. When AI consolidates these into a single insight, the natural question is: where did this number come from?
Aurelytix doesn't just give you the answer. It gives you the complete lineage — every transaction, every invoice, every bank reference that contributed, and exactly which source system it came from. With one click or a simple follow-up question, you go from insight to evidence.
From question to proof in three steps
Step 01 — Ask
Revenue reconciliation, cash position, outstanding invoices — ask in natural language. The AI queries all connected systems simultaneously and consolidates the results into one coherent answer.
Step 02 — Understand
Not a dashboard to parse. An actual answer that synthesizes data from every connected source — DATEV entries, bank transactions, ERP records, CRM bookings — into a single, meaningful response.
Step 03 — Trace
Click any figure or ask 'show me the source.' Instantly see which transactions, invoices, and objects from which systems — DATEV, SAP, Salesforce, banks — contributed to the answer. Full provenance, zero ambiguity.
Traceability isn't a reporting layer we bolted on. It's how the platform works — every number, every insight, every reconciled figure maintains a live link back to the source records that produced it.
From any consolidated answer, click to reveal the underlying transactions. No SQL queries, no switching between tabs, no manual cross-referencing across systems. The source data is always one click away.
Ask follow-up questions in plain language. 'Which bank transactions were part of this?' 'Show me the DATEV entries.' 'What did the Salesforce data contribute?' The AI traces and explains every step.
Aurelytix reconciles data across DATEV, SAP, Salesforce, banking feeds, and 170+ other sources — then maps every figure back to its origin system, record type, and specific transaction.
Every answer carries its full provenance chain. When auditors, board members, or stakeholders ask 'where does this number come from?' — you have the traceable answer in seconds, not days.
What this looks like in practice
Revenue reconciliation
Your CFO asks: 'What's our actual collected revenue this quarter?' Aurelytix pulls Salesforce bookings, bank receipts, and DATEV entries — delivers one number, with every contributing transaction visible on demand. One follow-up question reveals which specific invoices, bank credits, and accounting entries make up the total.
Invoice and payment matching
'Which invoices are still unmatched?' One question. The AI cross-references your accounts receivable from the ERP against incoming bank transactions, flags discrepancies, and shows exactly which records don't align — down to the individual transaction IDs and timestamps from each system.
Cash position across entities
'What's our real-time cash position across all entities?' Consolidated bank balances, pending receivables, scheduled payments — all traced back to individual transactions from each banking feed and accounting system. Ask 'why is Entity B lower than expected?' and the AI pinpoints the exact transactions responsible.
Don't just get answers. See exactly where they come from.
In a world where financial decisions are made on consolidated data from dozens of systems, traceability isn't a nice-to-have — it's the difference between insight and guesswork. Aurelytix ensures that every number, every figure, every AI-generated insight can be traced back to its source transactions in seconds. Because the best answer is one you can prove.
Connect your systems and watch as Aurelytix consolidates, reconciles, and traces every answer back to its source. We'll show you with your own data.
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