[NewsFinQore named a Gartner Cool Vendor in AI-Driven Financial Reporting](/perspectives/finqore-recognized-as-a-cool-vendor-in-the-2024-gartner-cool-vendors-in-ai-for-finance)

# Financial clarity from day one to exit

FinQore is the most trusted data and AI partner to the world’s leading PE-backed businesses, driving value creation from day 1.

Talk to an expertTalk to an expert

Ask QoriChatSkills

Does our ARR tie to the GL?

Analyzing

Does our ARR tie to the GL?

-   Gathering ARR recordsGathering ARR recordsGathering ARR records
-   Mapping revenue to GLMapping revenue to GLMapping revenue to GL
-   Reconciling account balancesReconciling account balancesReconciling account balances

Tie-out confirmed

Ending ARR of **$48.2M** ties to billing within **0.03%**. The variance is a single mid-month proration.

Are we ahead of last September?

Comparison complete

First 29 days: revenue **+9%** vs. the same days last year. New logo ARR is **6%** behind.

How do 2025 cohorts retain vs. 2024?

Retention trends analyzed

2-month logo retention is **88%** for 2025 vs. **82%** for 2024. Dollar retention is **104%** vs. **97%**.

Trusted by leading PE firms & their portfolio companies

-   ![PSG](https://cdn.sanity.io/images/525i1km5/production/eabe38d11879556dfdd502122793ffeb15adfed7-55x34.svg)
-   ![Spectrum](https://cdn.sanity.io/images/525i1km5/production/db68b69193f18f4f9aca9356ced9582d3dbec53c-100x34.svg)
-   ![KKR](https://cdn.sanity.io/images/525i1km5/production/88e64cfe8301adf055f31225f3b06b178513d6e5-76x34.svg)
-   ![Warburg](https://cdn.sanity.io/images/525i1km5/production/2fd40c238f74e3fc23cb50ebe238d3dc5d286f20-180x34.svg)
-   ![Bregal](https://cdn.sanity.io/images/525i1km5/production/8f981f29811a7a2c3b79a88052713fd16eb2c2a5-185x34.svg)

-   ![PSG](https://cdn.sanity.io/images/525i1km5/production/eabe38d11879556dfdd502122793ffeb15adfed7-55x34.svg)
-   ![Spectrum](https://cdn.sanity.io/images/525i1km5/production/db68b69193f18f4f9aca9356ced9582d3dbec53c-100x34.svg)
-   ![KKR](https://cdn.sanity.io/images/525i1km5/production/88e64cfe8301adf055f31225f3b06b178513d6e5-76x34.svg)
-   ![Warburg](https://cdn.sanity.io/images/525i1km5/production/2fd40c238f74e3fc23cb50ebe238d3dc5d286f20-180x34.svg)
-   ![Bregal](https://cdn.sanity.io/images/525i1km5/production/8f981f29811a7a2c3b79a88052713fd16eb2c2a5-185x34.svg)

## Finance runs the business now.  
FinQore gives it the data to power strategic decisions.

### An investor-grade financial cube, reconciled daily

Your data, harmonized to your rules with business context built in, creating one finance-approved source of truth for every team and every AI.

### Business logic, built and documented for you

Every metric traces back to a definition your team signed off, built and documented by us and maintained as your business changes.

### Every record, deeply segmented

Tagged by customer, product, team and usage, so you can read growth and retention by segment rather than only in aggregate.

![Background decoration](/images/full-width-card-bg-new.avif)

### The metrics your board expects

MRR and ARR waterfalls, retention, cohorts and the SaaS metrics PE firms ask for, built to their standards and updated continuously.

![bg](https://cdn.sanity.io/images/525i1km5/production/44b1c6b1abc1de297ddfba565cc50bd2a64bdfef-1002x1200.avif?sharp=20&q=81&fit=max&auto=format&w=3840)

### Expert services for M&A, raises and exits

Finance experts who have sat on both sides of a deal, on hand for diligence, integrations and the reporting a transaction demands.

### Qori, your AI analyst, at your service 24/7

Ask a question in plain English and get an answer built from finance-approved numbers, using your own definitions every time.

![Bloomerang logo](https://cdn.sanity.io/images/525i1km5/production/2c7ce5772f3df4088e137b944df791a1ce3b5f28-154x28.svg)![Bloomerang logo](https://cdn.sanity.io/images/525i1km5/production/742e46dd83db7c8e263a7688a96cc47e81a8a4e0-154x28.svg)

Backed by

![Warburg Pincus](https://cdn.sanity.io/images/525i1km5/production/a43288147e38bd6e74c05c56c422b4039abec4fb-160x16.svg)

![SevenRooms logo](https://cdn.sanity.io/images/525i1km5/production/ad79f5d46af95a5e71e78ae345b3d61ca430f2f8-102x28.svg)![SevenRooms logo](https://cdn.sanity.io/images/525i1km5/production/ac19037d687586fe20c213694b4e82ce8c451535-102x28.svg)

Backed by

![PSG](https://cdn.sanity.io/images/525i1km5/production/a0f4e7bdd9209e647c7e7e2432cb3c8b9da95958-44x16.svg)

![Quilt Logo](https://cdn.sanity.io/images/525i1km5/production/9ab88b9a6d9405329b51c184c2b17502265e8bb0-77x20.svg)![Quilt Logo](https://cdn.sanity.io/images/525i1km5/production/534eb995bf9605b0d7e8e3c825029b4670120756-77x20.svg)

> "FinQore gives me bleeding edge innovation. They're leaning in and skating to where the puck is going to be. FinQore is unlocking my ability to be the creator and curator with AI."

[Read their storyRead their story](/customer-stories/bloomerang)

Steve Isom

CFO & COO, Bloomerang

9012990129%

Increase in long-term donor retention

> "With FinQore, I finally have numbers I can stand behind when presenting to the board — data I know is right. It's a foundation we trust as we grow, and it keeps us ready for investors or diligence any day."

[Read their storyRead their story](/customer-stories/sevenrooms)

Pam Martinez

CFO, SevenRooms (now part of DoorDash)

From explaining retention misses to catching risks early.

> "FinQore's managed services component was a big part of the value for me. Not only do you get the data out of the box, but you also have a team of experts that eats, sleeps, and breathes this every day."

[Read their storyRead their story](/customer-stories/quilt-software)

Kyle Johnson

CFO

[

![Steve Isom](https://cdn.sanity.io/images/525i1km5/production/1a30ab677136b0346694249f9df2542645fc3249-1288x1288.png?sharp=20&q=81&fit=max&auto=format&w=3840)

![Pam Martinez](https://cdn.sanity.io/images/525i1km5/production/ef2818c0e64bbc6ba99a6808dfe9fa8c7ab98fab-1288x1288.png?sharp=20&q=81&fit=max&auto=format&w=3840)

![Kyle Johnson](https://cdn.sanity.io/images/525i1km5/production/609222986291459934b4390ea5e08d54c16becb6-1288x1288.png?sharp=20&q=81&fit=max&auto=format&w=3840)

](/customer-stories/bloomerang)

## Your financial data foundation, fully managed

Our experts and agentic platform turn fragmented data into a continuously managed financial foundation, with reconciled numbers and insights you can trust to run the business and prepare for exit.

Data foundation

-   ![case](https://cdn.sanity.io/images/525i1km5/production/3e285860d714d9e66771326e720e9c506018885a-33x33.svg)Customers1012120122,401248012820122 active customers
    
-   ![case](https://cdn.sanity.io/images/525i1km5/production/a3dfe6fd7d8d54eaaec87122a5097d2b7feb1573-33x33.svg)Contracts30123,201221012180128 active contracts
    
-   ![invoice](https://cdn.sanity.io/images/525i1km5/production/da1d38bff3e641a04d4ce328203ffb3e048ed260-33x33.svg)Invoices$40124,6012680128M billed
    
-   ![Transactions](https://cdn.sanity.io/images/525i1km5/production/f51b4ee604d122cc4606abb51308e2c8651a1852-33x33.svg)Transactions2012240124,601262012230123 this month
    
-   ![Product usage](https://cdn.sanity.io/images/525i1km5/production/fa094d1f7f1467a6d0881fb9442d897c5b734fdd-33x33.svg)Product usage10121,8012840124M events
    

-   Data Engineers All sources operational
-   Financial ExpertsFinancial rules synced

AI

-   ![Adjustment Tracking Agent](https://cdn.sanity.io/images/525i1km5/production/698d7575bd82c98cd8ff4094e6dc6ca6091ff349-36x36.svg)Adjustment Tracking AgentTracking changes…3 adjustmentsReconciling data…Data reconciledUpdating metrics…Analyzing trends…2 churn risks3 adjustmentsTracking changes…Tracking changes…Review
    
-   ![Financial Cube Agent](https://cdn.sanity.io/images/525i1km5/production/56d368d03076e7a20c8c545cf6db090651d67aa6-36x36.svg)Financial Cube AgentTracking changes…3 adjustmentsReconciling data…Data reconciledUpdating metrics…Analyzing trends…2 churn risksData reconciledReconciling data…Reconciling data…Review
    
-   ![Real-time Reporting Agent](https://cdn.sanity.io/images/525i1km5/production/e40e680020991e741195068c3d79e438beace4bf-36x36.svg)Real-time Reporting AgentTracking changes…3 adjustmentsReconciling data…Data reconciledUpdating metrics…Analyzing trends…2 churn risksData reconciledUpdating metrics…Updating metrics…Review
    
-   ![Predictive Insights Agent](https://cdn.sanity.io/images/525i1km5/production/e40e680020991e741195068c3d79e438beace4bf-36x36.svg)Predictive Insights AgentTracking changes…3 adjustmentsReconciling data…Data reconciledUpdating metrics…Analyzing trends…2 churn risks2 churn risks2 churn risksAnalyzing trends…Analyzing trends…ReviewReview!
    

Experts

![ai service](https://cdn.sanity.io/images/525i1km5/production/7e6278e3abc92cb94f4545cae090350e9d8be26e-968x696.png?sharp=20&q=81&fit=max&auto=format&w=3840)

Reviewing…3 ADJUSTMENTS APPROVED

-   Northstar ARR correction+$1012120122,401240012000120
    
-   Lumon invoice adjustment−$60126,201225012500120
    
-   Arcadia revenue reclass+$80128,901290012000120
    

-   Experts
    
    ### A named team, on your numbers
    
    Finance analysts, forward-deployed engineers and PE operators who build your cube, reconcile it, and stay with you long past go-live.
    
    [Meet your expert teamMeet your expert team](/our-experts)
    
-   Data
    
    ### One foundation, under everything
    
    We unify your CRM, billing, ERP, and warehouse data into a single source of truth, governed by your rules and ready for every tool you run.
    
    [Explore the platformExplore the platform](/services)
    
    Integrates with
    
-   AI
    
    ### Agents that never stop
    
    Qori, your 24/7 financial analyst, orchestrates the agents that rebuild your cube, flag risks early and build your board reporting on demand.
    
    [Meet QoriMeet Qori](/agentic-platform)
    

## FinQore by the numbers

unique accounts monitored daily

2012200120M

of annualized revenue reconciled daily

$50125B

AI tokens consumed in last 90 days

10121 trillion

## The engagement is built to de-risk the whole decision from day one. You go live in a single quarter, not the years a big build takes, and from there we own and manage the entire thing for you. All the way to exit.

-   ![box](https://cdn.sanity.io/images/525i1km5/production/d7b1f989bc0410d66b77b7c2853cfc34fc73cc69-288x288.png?sharp=20&q=81&fit=max&auto=format&w=3840)
    
    ### Cube automated in as little as 4 weeks
    
    From disconnected to continuously harmonized data. We map your data, model your cube, and reconcile it line by line, so your foundation is running in weeks rather than a multi-year build.
    
-   ![box](https://cdn.sanity.io/images/525i1km5/production/35daa975d5b5d56ec84ccd3407cf3f1d1f4fe135-288x288.png?sharp=20&q=81&fit=max&auto=format&w=3840)
    
    ### FinQore owns the build and ongoing maintenance
    
    We don't hand over a tool and walk away. Our experts and agents keep your cube reconciled and current every day after go-live. 
    
-   ![box](https://cdn.sanity.io/images/525i1km5/production/0d191b527215f2af8c80cee0117e109e36cccbb9-288x288.png?sharp=20&q=81&fit=max&auto=format&w=3840)
    
    ### 2 hours a week from your team
    
    Point us at your source systems and sign off on your revenue definitions. We handle everything else, so your team stays focused on the business. 
    

## Built for whoever answers for the numbers

-   ### PortCos
    
    Confidence in every number, defensible to your board and auditors, with your team elevated instead of replaced.
    
    [Learn moreLearn more](/for-portcos)
    
    10%10%Data prep
    
    90%90%Analysis & action
    
-   ![bg](https://cdn.sanity.io/images/525i1km5/production/6e2f625ba758ef472b9969f5aca9a921d3a8572e-1288x1360.png?sharp=20&q=81&fit=max&auto=format&w=3840)
    
    ### Private equity sponsors
    
    One consistent view across the portfolio, value creation you can prove, and companies that stay exit-ready every day.
    
    [Learn moreLearn more](/for-pe-firms)
    

## Knowledge base

[

BlogNov 20, 2024

### Strategic Oversight Role of CFOs and Finance Teams

Read the post

![Strategic Oversight Role of CFOs and Finance Teams](https://cdn.sanity.io/images/525i1km5/production/eb779fc0f89ec33fd7ec1432098cbfc4f9627eb1-840x462.png?sharp=20&q=81&fit=max&auto=format&w=3840)

](/perspectives/strategic-oversight-role-of-cfos-and-finance-teams)

-   [
    
    BlogJul 31, 2026
    
    ### How to Build a Data Strategy That Maximizes the ROI of AI in Finance
    
    -   ![Eva Shah](https://cdn.sanity.io/images/525i1km5/production/52a225c41460c7d7b822c8e333095f83e7fce71e-100x100.jpg?sharp=20&q=81&fit=max&auto=format&w=3840)
        
        Eva Shah
        
        Data & Strategy Partner
        
    
    ](/perspectives/how-to-build-a-data-strategy-that-maximizes-the-roi-of-ai-in-finance)
-   [
    
    BlogOct 4, 2024
    
    ### The High-Stakes Challenge of Getting Forecasting Right
    
    -   ![Eva Shah](https://cdn.sanity.io/images/525i1km5/production/52a225c41460c7d7b822c8e333095f83e7fce71e-100x100.jpg?sharp=20&q=81&fit=max&auto=format&w=3840)
        
        Eva Shah
        
        Data & Strategy Partner
        
    
    ](/perspectives/fpa-insights-accurate-revenue-forecasting)

## Book a call with your finance expert

[Talk to an expertTalk to an expert](/contact)