Quality of earnings report software
SpreadSpace gives quality of earnings teams deep extraction and line-level source tracing. Normalize the financials, support every adjustment and present the findings with better visuals than anyone else in the market.
SpreadSpace™ reads the financial statements, tax returns, bank statements and accounting system exports a company provides for the engagement and builds the quality of earnings analysis on them. Every extracted figure keeps a link to the line it came from, so a reviewer, a buyer or a lender can open the source behind any number in the report.
Institutional-grade normalization cuts the noise out of the data, so the team spends its time on the adjustments that matter. Build adjusted EBITDA with every adjustment shown, chart the results and deliver the report in your firm's format.
Extract the financials down to the line
Upload the audited or reviewed financial statements, internal statements, tax returns and bank statements from the data room. SpreadSpace extracts each statement down to the line and keeps every company, reporting period and stated unit identifiable.
Supported tables from the notes to the financial statements sit beside the primary statements, so the detail behind a balance is there when an adjustment needs it.
Trace every figure to its source
A source-linked figure opens the document at the highlighted line. When the buyer or the lender asks where a number came from, the answer is the page itself.
Derived figures keep their contributing rows, and each row keeps its own source, so a reviewer can follow adjusted EBITDA back through every adjustment to the documents behind it.
Normalize the financials without the noise
Map the income statement and balance sheet to your firm's chart of accounts so every period and every entity reads the same way. The reported lines stay behind the mapped figures.
Each normalization adjustment sits beside the reported line it changes, with its period and its supporting document, so the reported figure and the adjusted figure never blur together.
Show adjusted EBITDA with every adjustment visible
Lay out management's proposed adjustments beside the diligence team's own, so the reader can tell the company's earnings figure from yours. Each adjustment carries its period and its support, from reported net income through to adjusted EBITDA.
Present the findings with better visuals
SpreadSpace draws better visuals than anyone else in the market. Revenue, margin and adjusted EBITDA charts are built from the extracted figures, and every bar, point and bridge step opens the figure behind it.
Arrange the charts and tables on the shared canvas, review them with the team and carry the finished exhibits into the report.
Deliver the report in your firm's format
Upload a past report as a PDF or Word document and SpreadSpace reproduces its structure as a reusable template. Bring the normalized financials, the adjusted EBITDA schedule and the charts into it as exhibits and write the findings around them.
Readers open a figure in an exhibit and land on its source. Finalizing records the version the client received, and reopening it is an explicit, recorded step.
Build a report from a recent engagement
Bring the documents from a recent engagement and the report your team delivered. Follow one adjustment from its source line into adjusted EBITDA, the chart and the exhibit, and see whether a second reviewer can do the same.