FinQuery, a leading AI-powered accounting automation provider, has announced a strategic growth investment from global private equity firm TA Associates. The partnership is set to accelerate FinQuery’s mission of automating accounting within a unified sub-ledger platform.

Founded in 2011, FinQuery serves over 8,700 companies, helping Controllers and CFOs streamline compliance, control, and operational efficiency. Its AI-driven platform transforms contracts into automated accounting workflows, enabling finance teams to move faster, work smarter, and make more confident 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 redefine controllership for organizations everywhere.”

Leadership continuity is reinforced as FinQuery executives will co-invest alongside TA, signaling alignment and a shared commitment to the company’s next growth phase.

“FinQuery has established itself as a category leader in accounting automation with advanced AI solutions, a talented leadership team, and a strong customer base,” said John Triebsch, Senior VP, and Mike Libert, Managing Director at TA. “Our majority investment, alongside management’s co-investment, reflects our conviction in FinQuery’s vision and market opportunity.”

The investment will support FinQuery’s expansion into new capabilities, continued product innovation, and strategic growth initiatives, including both organic development and potential acquisitions.

Financial and legal advisory for the transaction included Evercore and Latham & Watkins LLP for FinQuery, and Jefferies LLC and Shea & Company for TA. Terms of the deal were not disclosed.