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AI Financial Intelligence

The Data Layer ThatMakes LLMs Work in Enterprise Finance

Terzo connects contracts, ERP, and transactions into a structured layer — so LLMs reason over real data.

The Data Layer That Makes LLMs Work in Enterprise Finance

Trusted by the world's largest companies

  • Cisco
  • Lumen
  • PepsiCo
  • Humana
  • Trane Tech
  • HD Supply
  • Blue KC
  • Bally's
  • Nestle
  • Wells Fargo
  • Swift
  • IBM
  • Coupa
  • Microsoft
  • AWS

Problem

LLMs Are Powerful.But They Can't See Your Financial Data.

Large language models can draft emails and summarize documents. But
when it comes to enterprise financial decisions, they're flying blind.

  • Hallucinated Data

    LLMs invent numbers. In finance, a wrong figure isn't a nuisance — it's a liability.

  • Limited Data Access

    Your financial data lives in SAP, Oracle, Workday, and thousands of PDFs — all invisible to LLMs.

  • Lack of Governance

    Without audit trails and access controls, no LLM output is trustworthy enough for finance.

Insight

The Missing Layer Isn't AI. It's Structured Financial Data.

Every enterprise deploying LLMs hits the same wall: the model is capable, but the data isn't ready. Terzo is the layer that changes that.

What is an AI Financial Intelligence Layer

Sits between your financial systems and your LLMs — structuring, governing, and serving data so AI outputs become reliable. Terzo introduces this new layer.

How it works

Turn Raw Financial Data into AI-Ready Intelligence

Terzo connects your financial data to any LLM — turning it into structured, usable intelligence.

  1. 1

    Ingest Contracts, ERPs and Transactions

    Terzo connects to your existing systems and ingests structured and unstructured financial data, including PDF contracts, invoices, and payment records.

  2. 2

    Extract and Normalize Financial Entities

    Using purpose-built AI models, Terzo extracts key financial entities from unstructured documents and normalizes them.

  3. 3

    Build the Financial Intelligence Graph

    Extracted entities are linked across contracts, transactions, and ERP records to create a comprehensive Financial Intelligence Graph.

  4. 4

    Serve Context to Any LLM — With Governance

    When an LLM needs financial context, Terzo serves the precise, permissioned data it needs. Every response is grounded in real data with full audit trails.

Architecture

Three Layers.One Intelligent Enterprise.

Separates data from AI — so you can swap or upgrade LLMs without rebuilding your data layer.

Architecture diagram showing enterprise data sources, financial intelligence, and the LLM AI layer

Use cases

What Happens When LLMs
Can Actually See Your Financial Data

CFOs

AI-Powered Spend Intelligence

Ask questions about vendor spend, contracts, and savings — grounded in your ERP and contract data.

Average 12% savings identified in first 90 days.

CPOs

Automated Renewal Management

Terzo surfaces renewals, auto-renewal clauses, and pricing benchmarks before deadlines.

Zero missed renewals. Zero auto-renewal surprises.

CIOs

LLM-Ready Financial Data Infrastructure

A governed financial data layer for AI and data teams — no custom pipelines or RAG systems needed.

Months of data engineering, deployed in weeks.

Legal & Compliance

Contract Obligation Tracking

Every obligation, SLA, and clause — extracted, structured, and queryable in seconds.

100% obligation visibility across all contracts.

Finance Teams

Vendor Risk & Relationship Intelligence

See your full vendor picture — spend, contracts, performance, risk — in one layer. Ask AI to flag risk and redundant vendors.

Complete vendor 360° in one query.

AI Teams

Financial RAG Without the Pain

Skip months of building retrieval pipelines. Terzo delivers a governed, ready-to-use financial RAG layer.

Production-ready financial RAG in days.

Enterprise ready

Built for EnterprisesThat Can’t Afford AI Mistakes

  1. Compliance

    Meet the security standards enterprise finance teams require before putting AI near financial data.

    • SOC 2 Type II
    • Data Residency
    • GDPR Ready
  2. Access Control

    Granular permissioning on every data point — so the right people see the right data, nothing more.

    • Role-Based Access
    • SSO / SAML
    • Single-Tenant
  3. Data Governance

    Every query, every AI answer, every data point — fully traceable from output back to source.

    • Data Lineage
    • Full Audit Trails
    • Query History
  4. Encryption

    Your financial data is protected end to end — at rest, in transit, and everywhere in between.

    • GDPR
    • Audit Trails
    • TLS
    • AES-256

Every Enterprise AI Strategy Has the Same Gap. Terzo Fills It.

LLMs are engines. Terzo is the data that makes them work. Turns enterprise AI into a competitive advantage — the infrastructure layer it needs.

Terzo Logo

Your AI Strategy Needs
a Financial Data Layer

See how Terzo connects your contracts, ERP, and transactions to any LLM.

Frequently Asked Questions

Need help? Find what you need.

  • Terzo works with large language models (LLMs) by transforming contract data, ERP data (SAP, Oracle, Workday), and financial transactions into a structured Financial Intelligence Graph. This graph provides LLMs with accurate, permissioned, enterprise-grade financial context so they can reason and act on real data rather than hallucinate.
  • An AI Financial Intelligence Layer is a structured data platform that sits between enterprise financial systems (contracts, ERPs, transactions) and AI models (LLMs). It normalizes, enriches, and governs financial data so that AI systems can accurately query, reason about, and take action on enterprise financial information. Terzo pioneered this category.
  • No. Terzo is not an LLM, chatbot, CLM, or data warehouse. Terzo is the financial intelligence layer that makes LLMs useful inside the enterprise. It connects unstructured contract data, ERP systems, and financial transactions into a structured intelligence graph that any LLM can use.