FinQuery

FinQuery is a private operating company, not an investment firm, so it does not have a CIO allocating third-party capital. Corporate strategy and capital deployment decisions are led by CEO Joe Schab and CFO & COO Justin Smith, who previously advised on M&A and debt financing at Goldman Sachs. The founder, George Azih, remains involved as Senior Advisor.

FinQuery distributes directly to corporate accounting and finance teams, bypassing lengthy IT procurement cycles common with broader ERP suites. The company also maintains a network of over 250 accounting and technology partners who refer, resell, or implement the platform. Adoption is frequently driven by new compliance mandates, such as ASC 842 lease accounting requirements.

General ledgers and ERP systems often lack dedicated modules for granular lease amortization schedules or accrual workflows. FinQuery functions as a specialized subledger that automates journal entries, disclosure reports, and reconciliations for ASC 842, IFRS 16, and GASB 87, reducing close-cycle friction without replacing the core ERP.

In September 2023, the firm rebranded to signal an expansion beyond lease accounting into adjacent areas like prepaid and accrual automation. The new name reflects a broader platform strategy targeting multiple compliance-driven accounting workflows under a single vendor.

FinQuery does not publicly disclose its capitalization structure. The presence of a Goldman Sachs alumnus as CFO & COO and the company's self-funded growth narrative leave its external funding history unconfirmed. No venture rounds or private equity backing are named on its public materials.