You're on the hook for a dozen client books, each under its own confidentiality terms. Run real AI on real client data anyway. The model never sees what it doesn't need to.
Numbers from independent research on AI-assisted analytics adoption, not a Nera-specific claim, but a real starting point for the math on your own team.
Every fractional CFO and CAS practice hits the same wall, sooner or later.
Each engagement carries its own confidentiality terms. Mix that data into a general AI tool and it's not a gray area, it's a breach with your name on it.
You know better than to paste a client's balance sheet into a consumer AI tool. So you don't. And the analysis crawls.
Quarterly close, variance analysis, forecast reviews, the questions AI is actually good at answering, on a clock that doesn't care about the confidentiality problem.
Fair question. Here's the answer, no dodge.
Admin controls, a zero-retention agreement, a contract that says your data won't be used to train the model. Real protections. But the model still receives your client's financials in a readable form, every safeguard is a promise about what happens after that.
The model never receives your client's financials in a readable form, not under a policy, by architecture. There's no promise to trust, because there's nothing exposed to begin with.
You're not alone, plenty of teams skip the enterprise conversation and use the tools they already have. Nera runs in the same kind of chat interface, nothing new to learn. Just add the one thing that was missing.
Per-seat sticker prices don't matter if you can't buy at that seat count. Here's the real annual cost to cover an 8-person team doing this actual job, sustained analytical work, not casual chat, control plane included.
Figures based on an 8-person team doing sustained analytical work. Usage estimates drawn from published heavy-workload benchmarks for comparable AI usage patterns, actual costs vary by vendor and usage pattern, confirm current rates directly with each vendor.
Even at the top of any Enterprise contract, ChatGPT and Claude still receive your data in a readable form, that's true whether you're paying $8,000 a year or $150,000. More spend buys better controls around the data. It doesn't change whether the model sees it. Full data isolation, residency, and sovereignty, the actual requirement across regulated industries and regulated markets, isn't a pricing tier anyone else sells at any price. Nera includes it by default, and doesn't charge a premium to do it.
See the full pricing page for what's included at each tier.
No dashboards to configure, no reports to schedule. Just the question.
Nera is in active pilots with fractional CFOs, CAS practices, and financial-analytics teams today.
The same problem, one professional accountable for many confidential client relationships, shows up across private equity, wealth management, and banking. If that's you, everything above applies just as directly.