Business intelligence

Financial data tells part of the story. Business intelligence connects the rest.

Business intelligence

Financial data tells part of the story. Business intelligence connects the rest.

The ledger is one data source.

Rarely the one that explains the number

The ledger is one data source.

Rarely the one that explains the number

The ledger is one data source.

Rarely the one that explains the number

Financial statements will tell you margin fell. They will not tell you it fell because one customer segment renewed at a discount while delivery hours per account climbed. That answer lives in systems the ledger never touches. Business intelligence is the same discipline, applied to the data outside it.

Financial statements will tell you margin fell. They will not tell you it fell because one customer segment renewed at a discount while delivery hours per account climbed. That answer lives in systems the ledger never touches. Business intelligence is the same discipline, applied to the data outside it.

Data architecture

Where the numbers live

Operational instrumentation

What the P&L does not show

Dashboards and self-serve

One source, refreshed

Analysis on request

The question behind the variance

The same discipline, applied past the ledger

One definition per metric, one system named as the record, refreshed on a calendar somebody owns. The difference is only which data it is pointed at.

The same discipline, applied past the ledger

One definition per metric, one system named as the record, refreshed on a calendar somebody owns. The difference is only which data it is pointed at.

Data architecture

Where the numbers live

Ledger, CRM, billing, payroll and operational systems mapped to one model, with a single system named as the record for each field.

Operational instrumentation

What the P&L does not show

Unit economics, utilisation, pipeline, retention and capacity measured at the grain decisions are made at, and tied back to the accounts they move.

Dashboards and self-serve

One source, refreshed

Financial and operational metrics in one place, updated on the close calendar, so the meeting argues about the decision rather than whose number is right.

Analysis on request

The question behind the variance

Cohort, pricing, customer profitability and channel margin, run when the question arises rather than scheduled into a quarterly deck nobody opens.

Not sure where to start?

Not sure where to start?

We'll help you identify the best path forward.

We'll help you identify the best path forward.

Measured impact

across finance functions

Measured impact

across finance functions

GROWTH FUNDING

$800M+

Capital raise transactions supported

Quantum has helped clients strengthen financial operations, reporting, and investor readiness to support capital raises exceeding $800M.

CASH FLOW OPTIMIZATION

$100M+

Working capital released

Through improved reporting, forecasting, collections, and operational controls, Quantum helped clients unlock over $100M in additional working capital.

Automation

95%

Reduction in processing time

Close Optimization

5+

Days reduced from month-end close

Business Intelligence

Better decisions through
real-time financial visibility.

Financial and operational visibility that enables better and more timely business decisions.

Strategic decisions

Decision-ready insights for leadership.

Real-time visibility

Financial and operational performance

in one view.

AI-ready data

Reliable data structured for scalable automation.

Strategic decisions

Decision-ready insights for leadership.

Real-time visibility

Financial and operational performance

in one view.

AI-ready data

Reliable data structured for scalable automation.

Client Reviews | Quantum FBI

“Quantum FBI’s support has been incredibly thorough, detailed, responsive, and incredibly agile.

The team assigned to our company has not only been excellent tacticians and service providers, but they’re also a great wealth of knowledge and subject matter expertise I can rely on to help guide my decision-making.”

Humza Syed

Humza Syed, Finance Manager

Level Forward

“At Chicken Soup for the Soul, we are a very acquisitive and developing company where change is the norm. As we implemented our ERP system, Sage Intacct, we found that we needed a partner that would be knowledgeable, flexible, and informed to assist with implementing the system in an effective way.

We found that in Quantum, as they have been extremely flexible, agile, and most of all have put in the time to understand our business needs and what our system needs.”

Daniel Sanchez

Daniel Sanchez, SVP, Finance & Accounting

Chicken Soup for the Soul

“From day one, Quantum has been an asset, saving me valuable time to focus on my core responsibilities. Their support has been instrumental in achieving rapid growth without diverting essential resources to accounting and finance.

As our trusted advisor, Quantum has enabled us to swiftly expand our team’s capacity during critical periods, ensuring our execution. They have provided us with cost-effective access to a robust finance tech stack.

I highly recommend Quantum as an essential partner for anyone seeking to optimize operations and achieve exceptional outcomes.”

Manny Guerrero

Manny Guerrero, Former CFO

Kindred

CONTACT US

Let’s start a conversation

about where your finance function can go next.

CONTACT US

Let’s start a conversation

about where your finance function can go next.

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NY 10036, United States

(929) 822 5552 | [email protected]