Corporate Finance Mode

FP&A, treasury, and strategic finance for corporate teams

QuantRidge gives corporate finance, FP&A, and treasury teams a single platform for three-statement modeling, scenario planning, cash forecasting, and strategic transaction analysis — with AI that accelerates the work and reduces manual error.

One source of truthIntegrated three-statement model linked to actuals

Key metrics tracked

RevenueEBITDAFree Cash FlowNet Debt / EBITDAROICWorking Capital DaysCapEx / RevenueCovenant Headroom

Everything you need

Purpose-built features for Corporate Finance — not generic finance tools bolted together.

  • Integrated three-statement model (IS, BS, CF) with auto-links
  • DCF and enterprise valuation with sensitivity tables
  • Scenario analysis: base, bull, bear, and custom stress tests
  • FP&A budgeting and variance analysis vs. actuals
  • Treasury cash forecasting and liquidity modeling
  • Working capital analysis: DSO, DPO, DIO
  • M&A and transaction advisory support modeling
  • Debt capacity and covenant headroom analysis
  • Board presentation output with waterfall charts
  • ERP integration for actuals pull into models

AI Capabilities

Powered by QuantRidge AI agents

  • Variance commentary generation for monthly close packages
  • Board presentation narrative and executive summary drafting
  • Assumption benchmarking against public company peers
  • ERP data anomaly detection and reconciliation flags
  • Covenant headroom interpretation and early warnings
  • Acquisition target financial screening from public filings

Connects with

SAPOracle NetSuiteWorkday AdaptiveAnaplanMicrosoft DynamicsQuickBooks EnterpriseStripeSalesforce

How it works

A workflow built for how corporate finance teams actually operate.

01

Build the integrated model

Start from our three-statement template with pre-wired income statement, balance sheet, and cash flow links. Pull in actuals from your ERP automatically to anchor the model.

02

Plan and forecast

Build budget scenarios, run sensitivities on key drivers, and create rolling forecasts — with variance analysis that shows actual vs. plan vs. prior year in one view.

03

Monitor liquidity and covenants

Track daily cash positioning, 13-week cash flow forecasts, and debt covenant headroom in real time — with early warning alerts before breaches occur.

04

Support strategic decisions

Run M&A accretion/dilution, leveraged buyout, and capital structure models to inform the Board on strategic alternatives — with presentation-ready outputs.

Common use cases

How Corporate Finance teams use QuantRidge every day.

1

Annual budget process

Coordinate bottom-up budget inputs across business units, consolidate into an integrated three-statement model, and present Board-ready financials with scenario comparison.

FP&ABudgetingForecasting
2

M&A target analysis

Model acquisition targets with accretion/dilution, synergy case, and post-close debt capacity — built from public filings and management estimates.

M&AValuationModeling
3

Cash flow forecasting

Build a 13-week cash flow forecast integrated with your AR/AP data, covenant testing schedules, and revolving credit facility availability — updated automatically.

TreasuryCash FlowLiquidity
4

Investor day preparation

Build the long-range plan model and scenario sensitivities for the investor day, with presentation-ready charts, waterfall bridges, and key metric disclosures.

Investor RelationsLRPPresentation

Ready to see it in action?

Get a personalized demo for your Corporate Finance team, or start a free trial today.