Financial Diligence

Quality of Earnings (QOE)

Available to deploy

From ledger upload to a diligence-ready report.

Quality of Earnings analysis for transactions and lending. QOE turns P&L, balance sheet and ledger exports into a recast, cross-validated Excel report.

user roles
4
industries
6
source file types
6

Key features

  • Uploads for P&L, balance sheet, GL, AR, AP and sales
  • Business rules and mappings stored as editable data
  • Recast P&L, EBITDA bridge and working capital
  • AI anomaly detection and Data Insights chat

Capabilities

  • Engagements

    Clients, deals and team roles, tagged by industry from construction to SaaS.

  • Mapping

    Industry mappings with engagement overrides, auto-mapping and a trace for every account.

  • Analysis and validation

    Addbacks, cash proof and revenue concentration, cross-checked across GL, P&L and balance sheet.

  • Reporting

    A multi-tab Excel report that ties across tabs, plus dashboards and an issue tracker.

Questions about Quality of Earnings (QOE)

What is a Quality of Earnings analysis?

A review of a company's reported earnings that adjusts for one-off and non-operating items to show sustainable profitability. It is used in acquisitions, investments and lending.

What data does QOE need?

Exports of the profit and loss statement, balance sheet, general ledger, receivables and payables ageing, and sales by customer, in CSV or Excel.

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