Case Study: FinQuery secures debt covenants and M&A growth with Agicap

FinQuery automates 95%+ of bank transaction mapping with Agicap

FinQuery, an accounting SaaS provider, faced a significant challenge after its transition to a private equity-backed model. The company needed to meet strict debt covenants and reporting requirements but was hindered by manual cash flow tracking in Excel, which provided a week-old view of its liquidity. To address this, FinQuery implemented Agicap's real-time cash flow platform.

By integrating Agicap with its NetSuite ERP and multiple banking institutions, FinQuery automated its cash flow monitoring and forecasting. The solution provided granular visibility, enabling the finance team to reliably track debt covenants and identify surplus capital for M&A opportunities. Agicap's implementation resulted in over 95% of transactions being automatically categorized, eliminating manual data entry and empowering the company to pursue growth with confidence.

FinQuery