Finance and investment performance · CFOs

QuantSage

Identify financial gaps.
Improve decision output.

QuantSage identifies financial operational gaps against industry-matched peer cohorts and uses AI-assisted workflows to improve CFO, CEO, and Strategy team productivity. The benchmark runs the same 30 metrics in 6 areas, with 5,154 stocks indexed through SEC Company Facts.

Compare planning, close, and variance workflows against peer cohorts
See where financial AI workflows improve output per dollar
Ranked fix-list: which workflow, which quarter, which decision owner

Book a $15K QuantSage audit How it works

QuantSage/ Q3 variance scan

Live · last close

Q3 actuals vs forecast FY26

Revenue▲ +$1.2M

Operating costs▼ −$340K

Gross margin▲ +180 bps

Decision-to-action lag▼ −12 days

Forecast accuracy▲ +14 pts

AI tooling spend▲ +$42K

Cycle days · 8.4 Peer median · 11.2

What QuantSage measures

12 metrics. The finance slice of the 30-metric framework.

Every Ordumo product runs the same 30-metric framework. QuantSage focuses on the 12 metrics that decide whether AI is actually compounding your finance team's output — or just adding tooling spend.

01Operating cost

Where is AI spend leaking?

AI tooling spend / quarter
Cost per AI workflow
Output per FTE-dollar
Vendor consolidation gap

02Production velocity

How fast does finance close?

Monthly close cycle time
Forecast turn-around
Approval & rework delay

03Decision quality

Are the numbers landing?

Forecast accuracy
Decision-to-action latency
Variance reduction

04AI & data readiness

Is your finance stack AI-fit?

Data freshness
Audit-trail completeness

How QuantSage works

Two weeks in.
The fix ships with evidence.

Same 3-step rhythm as the rest of Ordumo. The finance audit just gets finance-tuned probes and a finance-specific peer cohort.

01.

Connect your finance stack

Read-only access to NetSuite / QuickBooks / Anaplan / Workday / Tableau. Takes 1 day. SOC2-aligned data handling.

Week 1 · 1 day

02.

Run the 30-metric audit

We score all 12 finance metrics, compare you to 30+ similar finance teams, and re-run last quarter's forecast against actuals to surface where AI is underperforming.

Week 1–2 · 10 days

03.

Get a ranked fix-list

Plain-English priorities. Each fix tied to a finance number we're trying to move — close days, variance, output per dollar.

Week 2 · 2-hour readout

04.

Ship & re-measure

Your team or ours builds the fixes. Monthly re-benchmark; quarterly board brief.

Day 15–90 · then monthly

What you walk out with

A sample QuantSage Benchmark deliverable.

Every engagement ends with the same artefact pack. So engagements compare like-for-like — and so the only variable is the work.

QuantSage · Benchmark Report Sample · illustrative

"Where your finance AI spend is leaking — and what to fix first."

The package

30-metric scorecard PDF
Domain probes report Live link
Peer cohort comparison Anonymised
Ranked fix-list · P0 → P3 Priorities
Evidence-backed deployment plan 1-pager
Operating-system spec Buildable
Evidence ledger seed Source-cited
Board-ready exec brief 1 page

Typical findings

AI tooling spend without ROI cap
Forecast turn-around > peer median
Decision-to-action lag > 18 days
Variance signals lost in spreadsheet drift
Headcount cost ratio above benchmark
Audit-trail gaps in approval chain
Vendor sprawl across 7+ AI tools
Close cycle stuck at 11+ business days

Connects to your stack

No re-platforming.
Plugs into your finance stack.

Read-only access. Pull only — never write. Connection takes a day; no IT marathon required.

NetSuite

ERP

QuickBooks

Accounting

Workday

HRIS · Finance

Sage Intacct

Accounting

Anaplan

Planning

Adaptive

Planning

Salesforce

CRM · Revenue

Snowflake

Data warehouse

Excel · Sheets

Modelling

Tableau · Looker

Coupa

Procurement

Concur

Expense

QuantSage · Pricing

Fixed prices.
No surprise invoices.

Same three engagement steps across all four Ordumo products. You see the price before you see the pitch.

Step 1 · Measure

Benchmark

$15K–$30K

2-week QuantSage audit

Score across 30 metrics
12 finance-relevant signals
Peer cohort comparison
Prioritised fix list

Step 2 · Build

Deploy

$10K–$30K

Build window

Operating-system spec ships
Internal or partner buildout
Each fix tied to a metric
Quarterly board brief

Step 3 · Compound

Operate

$5K–$15K/mo

Monthly rhythm

Monthly re-measurement
Outcome track record
Quarterly board brief
Cancel anytime

Common questions

Things CFOs ask before booking.

How is QuantSage different from our FP&A platform (Anaplan, Adaptive, etc.)?

Anaplan and Adaptive are planning tools. They model future numbers. QuantSage audits how the whole finance operating system is performing — close speed, AI workflow ROI, decision-to-action lag, vendor consolidation. Roughly half the 30 metrics live outside your planning platform.

If you're already running Anaplan, QuantSage reads from it; we don't replace it.

Do you have direct ERP integrations?

NetSuite, QuickBooks, Workday, Sage Intacct — read-only API. For more bespoke ERPs, we can pull from your warehouse (Snowflake / BigQuery) instead.

SOC2, data residency, audit trail — what's the compliance posture?

SOC2 Type II in progress (target Q3 26). Data residency in US or EU. Every recommendation in the evidence ledger is source-cited. Pull-only, never write. See our privacy policy for data handling details.

What if our finance team is small (1–2 people)?

For finance teams below 5 FTE, QuantSage is overkill — you'll get more value from MarCo or the homepage benchmark. Above 5 FTE in finance, or running > $30M revenue, QuantSage typically pays back in the first quarter through tooling consolidation alone.

What does "output per dollar" actually measure?

Forecasts produced, analyses completed, decisions supported — divided by total finance team cost including AI tooling. We benchmark you against 30+ similar finance teams.

The other 3 products