Governed intelligence from trusted system-of-record sources
Every answer traces to a primary source — SEC filings for external research, ERP and approved documents for internal work. Policy enforced. Audit trace included.
Primary-source
approved records only
Policy-enforced
runtime controls
Replayable
decision traces
Two intelligence domains
Internal and external intelligence on one governed platform
Internal work from ERP, approved documents, SOPs, and governed code. External research from SEC filings and issuer metrics. Both operate inside one shared control plane.
ERP, approved documents, SOPs, and governed code
Run operational and workflow analysis against approved internal records only, with governed SQL, source traceability, and runtime access controls.
- Approved knowledge retrieval
- ERP-aware analysis
- Governed runtime
SEC filings, XBRL metrics, and issuer disclosures
Research public-company evidence with citation-ready answers grounded in primary filings, normalized financial metrics, and disclosure patterns.
- SEC Intelligence
- Primary-source evidence
- Peer metrics
Internal Intelligence
Internal intelligence on one governed operating layer.
Your internal work runs on the same governed runtime as external research — approved sources, enforceable policy, and an audit trail across the documents and systems your teams rely on.
Answers from your policies, procedures, and internal documents — with a source on every line.
Governed retrieval across the documents your teams already work from. Every answer traces to an approved internal source. No content from unverified systems, no hallucinated citations.
Ask operational questions in plain English. Get governed queries with enforced access boundaries.
Translate analyst questions into validated queries against approved ERP data. Org boundaries, access policies, and data minimization are enforced at runtime — not after the fact.
Question
“Which suppliers have outstanding invoices over 90 days?”
AND org_id = :org_id
-- org boundary enforced
Cross-domain intelligence
Where internal and external intelligence meet
The most valuable finance workflows combine internal operational context with external public-company signals. ETSquare is the only platform that governs both sides.
Cash posture vs. peer liquidity
Cash balance by entity (ERP system)
Working capital trend by BU
Facility utilization
Cash posture vs. peer liquidity
Peer cash conversion cycles from 10-Ks
Liquidity disclosure trends across sector
Debt maturity profiles from public filings
Cross-domain insight
Internal FCF declining while peers are improving liquidity disclosures — board-ready flag before earnings call.
Common control plane
AI behavior that is governed and inspectable
Every retrieval, every SQL execution, every answer — logged, attributed, and replayable. The governance layer is not a feature you configure. It is the substrate both product families run on.
Policy enforcement
Access boundaries enforced at runtime, not by convention.
Source traceability
Every external answer links to SEC primary source. Every internal answer traces to approved data.
Replayable decisions
Full execution context stored. Any decision can be reconstructed from its audit record.
Customer-controlled deployment
Run in ETSquare Cloud or in your own cloud tenancy. Data never leaves your boundary.
Query received
Authenticated · Org boundary checked
Intent classified
Retrieval strategy selected · Source domain routed
Source retrieved
Policy validated · Evidence grounded
Response generated
Citations attached · Sources linked
Audit record written
Immutable · Replayable · Customer-owned
Audit record
trace_id: TRC-20240405-0147
policy: ap_read_only_v3
sources: 3 (verified)
replay_token: ✓ stored
Grounded SEC Coverage
Grounded answers are only useful if the corpus is broad, normalized, and current. ETSquare indexes 4.0M+ validated filing sections across the public-company universe.