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What This Next Chapter Means for FinQuery — and for You

by | Oct 8, 2025

Last week, we announced that TA Associates has made a majority growth investment in FinQuery, marking an exciting milestone in our journey to lead the future of AI-powered accounting automation. This partnership validates the incredible work our team and customers have done to transform how accounting teams manage complex data, compliance, and reporting.

Our mission has always been clear: make accountants’ lives easier with software. We have created solutions to simplify complex accounting, freeing teams from tedious spreadsheets. With TA’s support, we’ll accelerate our product roadmap, expand platform capabilities, and deliver even more intelligent automation – all while maintaining the reliability, accuracy, and auditability that define FinQuery.

Why now: The growing need for a unified subledger platform

This investment couldn’t be more timely. Accounting and finance teams are hitting a breaking point with fragmented systems. A unified subledger solves that by standardizing accounting at the contract level, which is the source document that gives rise to the need for the accounting treatment in the first place. 

FinQuery’s unified subledger platform with AI-powered automation, helps accounting teams consolidate data, eliminate manual reconciliation, and reduce subledger reporting time by up to 50%. That’s time back for strategic work instead of cleanup.

FinQuery’s leadership, team, and customer commitments remain the same

Since the announcement, many customers have asked, What’s changing? Who will handle my implementation? Will FinQuery operate differently now?

The short answer: the core of who we are (and how we serve you) is not changing.

  • Same leadership team. FinQuery continues to be led by the same experienced executives, including myself and our management team, who remain fully invested in the company’s success.
  • Same implementation and support teams. Customers will continue working with the same FinQuery experts who know their business and accounting workflows.
  • Same mission and values. We remain focused on simplifying compliance, accelerating month-end close, and giving accounting and finance leaders the visibility they need to make informed decisions.

Accelerating product innovation and AI-driven accounting automation

This investment builds on the foundation we created, which allowed us to evolve from a single-product company (LeaseQuery) into the multi-product FinQuery platform. With TA’s partnership, we’ll scale that progress even faster, accelerating AI-driven innovation and expanding across leases, prepaids, accruals, and other contract-driven accounting.

The investment from TA enables us to scale what our customers value most: smarter automation, faster delivery, and more connected accounting solutions.

  • Increased investment in R&D and AI. FinQuery is deepening its focus on AI-powered automation to help customers reduce manual work and improve accuracy across all accounting workflows.
  • Expanded platform capabilities. Building on our foundation in lease, contract, and subscription accounting, we’ll continue to evolve the FinQuery platform to meet the growing needs of accounting and finance teams.
  • Enhanced customer experience. We’re investing in onboarding, enablement, and support resources to ensure customers see faster time to value and ongoing success.

TA Associates is one of the most respected growth investors in enterprise software, with a proven track record of helping companies scale sustainably. Their partnership reflects deep confidence in our vision, our leadership team, and the strength of the FinQuery platform.

Together, we’ll continue to innovate responsibly, with AI that’s auditable, compliant, and purpose-built for accounting and finance leaders. This new chapter isn’t about changing who we are; it’s about amplifying what we do best.

To our customers, partners, and employees – Thank You. Your trust fuels our growth, and we’re excited for what’s ahead.

ASC 842 Lease Accounting Guide
Joe Schab

About the author

Joe Schab, CEO
As CEO, Joe enriches FinQuery with his extensive expertise, particularly in guiding companies through the transition from startups to thriving, high-growth organizations. In his role at FinQuery, he drives the company's strategic vision, ensuring alignment of investments and resources to achieve sustainable growth and operational excellence.