Strategic investment from TA aims to further scale FinQuery’s accounting automation platform, enhancing controls, compliance and efficiency for Controllers and CFOs.

ATLANTA–(BUSINESS WIRE)–FinQuery, a leading provider of AI-powered accounting automation solutions, today announced a strategic growth investment from TA Associates (“TA”), a leading global private equity firm. This partnership aims to accelerate FinQuery’s growth as the Company continues its mission of automating accounting in a unified sub-ledger platform.

Our decision to become a majority investor, alongside management’s co-investment, reflects our deep conviction in FinQuery’s vision and market opportunity.Share

Founded in 2011, FinQuery serves more than 8,700 companies and organizations, enabling Controllers and CFOs to achieve greater compliance, control, and efficiency by automating key accounting tasks. By transforming contracts into streamlined accounting workflows, FinQuery empowers finance leaders to work smarter, move faster, and make confident business decisions.

“Our customers have always been our focus, and this partnership with TA allows us to serve them in bigger and bolder ways,” said Joe Schab, CEO of FinQuery. “As accounting and finance teams face increasing complexity, the need for a unified subledger platform has never been greater. With TA’s support, we’re accelerating our ability to innovate, scale, and deliver on our vision to redefine the controllership for organizations everywhere.”

As part of the transaction, members of FinQuery’s leadership team will invest alongside TA, reinforcing continuity and a shared commitment to the Company’s next phase of growth.

“FinQuery has established itself as a category leader in accounting automation with advanced AI-powered solutions, a highly accomplished leadership team, and a strong base of more than 8,700 customers. Our decision to become a majority investor, alongside management’s co-investment, reflects our deep conviction in FinQuery’s vision and market opportunity,” said John Triebsch, Senior Vice President, and Mike Libert, Managing Director, at TA.

TA’s majority investment will support FinQuery’s expansion into new capabilities, continued product innovation, and strategic growth initiatives, including opportunities to broaden the platform through both organic development and acquisitions.

Evercore served as exclusive financial advisor and Latham & Watkins LLP served as legal advisor to FinQuery LLC. Jefferies LLC and Shea & Company served as financial advisors to TA.

Financial terms of the transaction were not disclosed.

About FinQuery

FinQuery, formerly LeaseQuery, is a dedicated subledger that simplifies lease accounting compliance (ASC 842, IFRS 16, GASB 87 & 96, SFFAS 54, and FRS 102) and automates prepaid and accrual accounting. Built by accountants for accountants, our AI-enabled, CPA-approved SaaS platform empowers 40,000+ professionals by abstracting source documents like leases, contracts, and invoices into a complete system of record.

FinQuery integrates with and complements your ERP, simplifying complex accounting, accelerating month-end close, streamlining the audit, and enhancing internal controls. Learn more at FinQuery.com.

About TA

TA is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, TA has invested in more than 560 companies across its five core sectors – technology, business services, financial services, healthcare and consumer. Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has more than 160 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. More information about TA can be found at www.ta.com.

Contacts

Media Inquiries:
Amelia Wright
amelia.wright@finquery.com
617.429.7857

(c)2025 Business Wire, Inc., All rights reserved.