Enterprise Financial SaaS Platform

Excel Calculations
at Cloud Scale

Multi-tenant financial calculation platform with automated compliance testing, what-if trade scenarios, and 50+ Excel functions. Built for CLO managers, portfolio analysts, and compliance teams.

v1.0 Stable Multi-Tenant SOC 2 Ready 50+ Functions

Get Started API Reference View on GitHub

Automated

Compliance Tests

Unlimited

What-If Scenarios

<200ms

API Latency P95

Complete

Audit Trail

The Problem We Solve¶

Primary

Compliance Testing Hell

Stop spending hours running manual compliance tests in Excel before every trustee report. CalcBridge automates your entire test suite and runs it in seconds with complete audit trails.

Primary

Trade Decision Paralysis

"What happens if I buy this position?" Stop flying blind. Simulate any trade and see the compliance impact before you execute. Never discover a breach after the fact again.

Audit Nightmares

When regulators ask "show me the calculation," you need answers. CalcBridge logs every calculation, every change, every user action. SOC 2 compliant out of the box.

Cushion Analysis

Track the distance between current values and compliance thresholds in real-time. Know exactly how much headroom you have before a breach occurs.

CLO Analytics

Portfolio metrics, WAL/WAS calculations, ratings distribution, and more. All your CLO analytics in one place, powered by the same Excel formulas you trust.

Formula Engine

50+ Excel functions including VLOOKUP, XLOOKUP, SUMIFS, and more. AST-based parsing for safe execution - 100x more performant than row-by-row Excel processing.

How It Works¶

flowchart LR
    subgraph Input["Data Input"]
        A[("Excel Files<br/>xlsx, xls, xlsm")]
        B[("API Upload<br/>JSON/CSV")]
    end

    subgraph Engine["CalcBridge Engine"]
        C["Parser &<br/>Validator"]
        D["Calculation<br/>Engine"]
        E["What-If<br/>Simulator"]
        F["Compliance<br/>Tester"]
    end

    subgraph Output["Output"]
        G[("Reports &<br/>Exports")]
        H[("Alerts &<br/>Notifications")]
        I[("Audit<br/>Logs")]
    end

    A --> C
    B --> C
    C --> D
    D --> E
    D --> F
    E --> F
    F --> G
    F --> H
    D --> I

    style A fill:#DBEAFE,stroke:#3B82F6
    style B fill:#DBEAFE,stroke:#3B82F6
    style C fill:#EFF6FF,stroke:#3B82F6
    style D fill:#3B82F6,stroke:#1E40AF,color:#fff
    style E fill:#FEF3C7,stroke:#F59E0B
    style F fill:#DCFCE7,stroke:#22C55E
    style G fill:#EFF6FF,stroke:#3B82F6
    style H fill:#EFF6FF,stroke:#3B82F6
    style I fill:#EFF6FF,stroke:#3B82F6

Quick Start¶

1

Create an Account

Sign up for CalcBridge and create your organization. You'll get a dedicated tenant with complete data isolation.

2

Upload Your First Workbook

Upload an Excel file with your CLO holdings or portfolio data. CalcBridge parses and validates your formulas automatically.

3

Run Compliance Tests

Configure your compliance thresholds and run automated test suites. Get instant results with cushion analysis.

4

Simulate Trades

Create what-if scenarios to test proposed trades. See the compliance impact before you execute and make confident decisions.

Get Started in 5 Minutes

Explore the Documentation¶

Compliance Testing

Automated test suites and threshold monitoring

What-If Scenarios

Trade simulation and impact analysis

Getting Started

Quick setup and first steps

API Reference

Complete REST API documentation

Role Guides

Guides for analysts, managers, admins

Architecture

System design and technical deep-dives

PRD

Product requirements and specifications

Function Reference

50+ supported Excel functions

Who Is CalcBridge For?¶

CLO Analysts

Run compliance tests, analyze portfolio metrics, and generate trustee-ready reports without the Excel overhead.

Automated compliance testing
Cushion analysis and monitoring
Portfolio metrics (WAL, WAS, ratings)

Portfolio Managers

Make confident trade decisions with what-if scenarios that show compliance impact before execution.

What-if trade simulation
Before/after compliance comparison
Portfolio performance tracking

Compliance Officers

Monitor thresholds in real-time, investigate breaches with full audit trails, and generate SOC 2 documentation.

Real-time threshold alerts
Complete audit logging
Compliance documentation

Data Operations

Manage data ingestion from multiple sources with intelligent column mapping and schema drift detection.

Excel upload and parsing
Column mapping configuration
Data validation and quality

System Administrators

Manage tenants, users, API keys, and monitor system health with built-in observability tools.

Tenant and user management
API key administration
System monitoring (Prometheus/Grafana)

Developers

Build integrations with a comprehensive REST API, JWT authentication, and detailed documentation with code examples.

REST API integration
Webhook notifications
Batch operations

Explore Role Guides

Key Features¶

Compliance TestingWhat-If ScenariosFormula EngineMulti-Tenancy

Run automated compliance test suites in seconds instead of hours.

Threshold Monitoring: Configure thresholds and get instant breach detection
Cushion Analysis: Track distance to breach for every test
Audit Trail: Complete logging of every test run and result
Reports: Generate trustee-ready compliance reports

# Run compliance tests via API
curl -X POST https://api.calcbridge.io/api/v1/compliance/run \
  -H "Authorization: Bearer $TOKEN" \
  -d '{"workbook_id": "...", "test_suite": "standard"}'

Simulate trades and see compliance impact before execution.

Trade Simulation: Add buy/sell trades to a scenario
Impact Analysis: See before/after for every compliance test
Cushion Impact: Understand how trades affect your headroom
Approval Workflow: Make confident go/no-go decisions

# Create a what-if scenario
curl -X POST https://api.calcbridge.io/api/v1/scenarios \
  -H "Authorization: Bearer $TOKEN" \
  -d '{"name": "Q1 Trade Analysis", "base_workbook_id": "..."}'

50+ Excel functions with safe, vectorized execution.

Full Compatibility: VLOOKUP, XLOOKUP, SUMIFS, IF, and more
Safe Execution: AST-based parsing for secure formula processing
Performance: 100x faster than row-by-row Excel
Cross-Sheet: Handle references across multiple sheets

# Evaluate a formula
curl -X POST https://api.calcbridge.io/api/v1/calculations/evaluate \
  -H "Authorization: Bearer $TOKEN" \
  -d '{"formula": "=SUMIFS(A:A, B:B, \">100\")"}'

Complete data isolation with enterprise-grade security.

Row-Level Security: PostgreSQL RLS for complete isolation
Tenant Management: Create and manage organizations
User Roles: Owner, Admin, Analyst with granular permissions
Subscription Tiers: Free, Standard, Premium, Enterprise

Technical Specifications¶

Specification	Value
API Latency	<200ms P95
Uptime SLA	99.9%
Max File Size	100MB
Supported Formats	xlsx, xls, xlsm
Excel Functions	50+
Authentication	JWT + API Keys
Database	PostgreSQL 16 with JSONB
Cache	Valkey (Redis-compatible)
Test Coverage	80%+