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[ Platform · Lineage ]

Trace any number back to its source

Every figure Pluvo produces carries its full history: the source records, the definitions applied, and the transformations in between. Two clicks from any number to the ledger lines behind it.

Book a demoSee how it works

Cited · Auditable · Two clicks to source

Q1 Variance ReportApr 4, 2026
FP&A · Generated by Pluvo
Finding 01Attention
Opex closed $231K over budget in Q1
Actuals closed at $4,691,200 against a $4,460,000 plan — $231,200 over, a −5.2% variance for the quarter.
Monthly spend
Recommended action
Set per-team budget alerts on the three cost centers driving the overrun, and re-forecast Q2 cloud spend before the May close.
[ Lineage ]$4,691,200
Total Q1 actual
=$1,648,200 + $1,512,400 + $1,530,600
$1,648,200January actuals
NetSuite GL · Jan 2026
$1,512,400February actuals
NetSuite GL · Feb 2026
$1,530,600March actuals
NetSuite GL · Mar 2026
Click any figure in the report to trace it

Trust is a property, not a promise. Lineage makes every answer checkable, so review means confirming instead of reassembling.

From figure to source records

A number you can't trace is a number you can't trust. In Pluvo, every figure opens up into the records and steps it was computed from.

  • Click any number

    It expands into the source records it was computed from.

  • Full transformation trail

    Every join, filter, allocation, and FX step is visible.

  • Nothing hand-waved

    If it's in the answer, it traces. No exceptions.

OPEX · JUNE · ALL ENTITIES · USD
$1,284,410
NetSuite · GL 6000–6999$1,201,330
Ramp · card spend$71,080
FX adjustment · CAD→USD$12,000
SAME INPUTS → SAME ANSWER

Chain reactions, explained

The why behind a movement usually lives in a different system than the movement itself. Lineage follows the causality across your stack.

  • Cross-system causality

    A variance here, explained by the pricing change over there.

  • Driver decomposition

    The movement split into the drivers that caused it.

  • Why, not just what

    Conclusions carry their reasoning, not just their result.

BUSINESS CONTEXT
CustomersignsContractgeneratesRevenue
Revenue = recognized · fiscal calendar · all four entities

An audit trail that writes itself

Every run, every answer, every change is logged as it happens, so the evidence exists before anyone asks for it.

  • Every run logged

    Who asked, what ran, what data it touched.

  • Point-in-time answers

    Reproduce what you reported, exactly as you reported it.

  • Review-ready

    Hand the trail to your auditor as-is.

Reconciliation AgentRUNS MONTHLY · 1ST, 9:00 AM
Jul 1 · 9:00 AM1,284 pulled · 3 flaggedDone
Jun 1 · 9:00 AM1,301 pulled · 1 flaggedDone
May 1 · 9:00 AM1,266 pulled · 4 flaggedDone

[ What full lineage changes ]

2

clicks from any figure to its source

100%

of answers carry full lineage

0

numbers taken on faith

“Our auditors asked for the workpapers. We sent them the trail.”

Head of Finance · Multi-entity company

[ Use cases ]

How finance teams use Lineage

Proof, attached to every number that matters.

  • Audit preparation

    Evidence assembled continuously instead of scrambled quarterly.

  • Board number defense

    Any figure in the deck opens to its sources.

  • Variance review

    Movements decomposed into traceable drivers.

  • Restatement analysis

    See exactly what changed, where, and why.

  • Definition impact

    Trace which reports a definition change touches.

Audit evidence pullDone
Select reported figuresQ2 board pack
Assemble source trails214 records
Bundle definitions appliedv12–v14
Export evidence packageReady

[ Integrations ]

Lineage across your whole stack

The trail runs through every connected system: from the answer, through the transformations, back to the ERP, billing, and spend records underneath.

NetSuite

Live

ERP

Connect NetSuite to Pluvo so finance teams can analyze ERP data alongside ledger, revenue, workforce, and operating context.

QuickBooks Online

Live

Accounting

Connect QuickBooks Online to Pluvo so finance teams can analyze accounting data alongside ledger, revenue, workforce, and operating context.

Rillet

Live

ERP

Connect modern ERP data to Pluvo for close, reporting, and finance workflows grounded in source transactions.

Sage Intacct

Live

ERP

Connect Sage Intacct to Pluvo so finance teams can analyze ERP data alongside ledger, revenue, workforce, and operating context.

Stripe

Live

Billing

Connect Stripe to Pluvo so finance teams can analyze billing data alongside ledger, revenue, workforce, and operating context.

Xero

Live

Accounting

Connect Xero to Pluvo so finance teams can analyze accounting data alongside ledger, revenue, workforce, and operating context.

Do not see your system? Request an integration

View all integrations

Explore the platform

Ontology

The business context layer your agents reason over.

Controls

Policy and audit on every answer, human or agent.

Reports

Board-ready output that assembles itself.

[ FAQ ]

Common questions

What is data lineage in finance?
Data lineage is the recorded path from a reported figure back through every transformation to the source records it came from. In Pluvo, lineage is attached to every answer automatically.
How far back does the trail go?
All the way to the source: the ledger lines, transactions, and documents in your connected systems, plus every definition and transformation applied along the way.
Can auditors use it directly?
Yes. The trail is exportable and reviewable as-is: who ran what, on which data, with which definitions, producing which figures.
Does lineage cover AI-generated answers?
Especially those. Every agent answer is computed deterministically and carries the same full trail as any other figure in Pluvo.
What happens when source data changes?
Answers are point-in-time: you can reproduce a figure as it was reported, and see precisely what changed in the sources since.

See a number open up

Book a demo and trace a real figure from the answer back to the ledger.

Book a demoExplore the platform