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Catalyst Finance: Getting Started

Start using Catalyst Finance with a controlled example.

ProductCatalyst FinanceVerified version1.4.0ComponentAssumption Register, Budget and Forecast, Capital Structure, Cash Flow, Decision Studio Handoff, Evidence and Sources, Exports, Model Workspace, Revenue and Cost Drivers, Review and Approval, Risk Register, Scenario Management, Sensitivity, Stress Testing, Three-Statement Model, ValuationUpdatedJuly 17, 2026Reading time18 minutes
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Catalyst Finance · Getting Started

Governed financial workspaces, assumptions, drivers, statements, cash flow, budgets, scenarios, sensitivity, stress, valuation, capital, risk, review, export, and decisions.

Audience: product users, administrators, reviewers, and integrators.

Last verified version: 1.4.0

Reading time: 18–30 minutes

Status: Published support documentation.

Purpose

This guide provides a safe first run of Catalyst Finance. It explains the product role, the main feature surface, the synthetic demonstration dataset, how to recognize a valid result, and when human or expert review is required.

Capability overview

  • Model Workspace
  • Assumption Register
  • Revenue and Cost Drivers
  • Three-Statement Model
  • Cash Flow
  • Budget and Forecast
  • Scenario Management
  • Sensitivity
  • Stress Testing
  • Valuation
  • Capital Structure
  • Risk Register
  • Evidence and Sources
  • Review and Approval
  • Exports
  • Decision Studio Handoff

Prerequisites

  • A modern supported browser or runtime
  • The current installed product and service version
  • A new demonstration workspace
  • No confidential, personal, credential, or production information
  • A named reviewer for consequential output

Sample data

This article uses a fictional Resilient Community Retrofit Program. The files contain one demonstration row for every documented feature, so each capability can be tested without private or production data.

Download CSV feature examples · Download JSON workspace example

Preview

# Feature Sample action Expected result Classification
1 Model Workspace create CF-RETROFIT-001 a persistent finance workspace synthetic-demo
2 Assumption Register record tariff, grant, discount-rate, and project-life assumptions with sources a traceable assumption set synthetic-demo
3 Revenue and Cost Drivers model square footage, kWh, tariff, maintenance, and implementation timing driver-based projections synthetic-demo
4 Three-Statement Model connect income statement, balance sheet, and cash flow integrated statements and balance checks synthetic-demo
5 Cash Flow schedule project payments, financing, operating savings, and maintenance periodic cash flows synthetic-demo

The downloadable files include all 16 feature rows.

Procedure

  1. Open the product from its canonical Sustainable Catalyst page or administrative route.
  2. Confirm the product and backend version before creating data.
  3. Create a synthetic workspace named CATALYST-FINANCE-RETROFIT-001.
  4. Download the CSV and JSON examples supplied below.
  5. Use the feature matrix to complete the first six feature checkpoints.
  6. Save, close, and reopen the workspace to verify persistence.
  7. Inspect warnings, sources, units, permissions, and lifecycle state.
  8. Export or hand off only after completing the verification checklist.

1. Model Workspace

Action: create CF-RETROFIT-001.

Expected result: a persistent finance workspace.

2. Assumption Register

Action: record tariff, grant, discount-rate, and project-life assumptions with sources.

Expected result: a traceable assumption set.

3. Revenue and Cost Drivers

Action: model square footage, kWh, tariff, maintenance, and implementation timing.

Expected result: driver-based projections.

4. Three-Statement Model

Action: connect income statement, balance sheet, and cash flow.

Expected result: integrated statements and balance checks.

5. Cash Flow

Action: schedule project payments, financing, operating savings, and maintenance.

Expected result: periodic cash flows.

6. Budget and Forecast

Action: compare actual, budget, forecast, and variance.

Expected result: variance tables and explanations.

Expected output

  • a persistent finance workspace
  • a traceable assumption set
  • driver-based projections
  • integrated statements and balance checks
  • periodic cash flows
  • variance tables and explanations
  • A saved record that reopens without data loss
  • An export or handoff that identifies product, version, artifact, source, and review state

Verification

  • Every sample value remains attached to its identifier and classification.
  • Warnings remain visible and are not silently treated as approval.
  • The saved workspace reopens in a clean session.
  • The product and version shown in output match the installed release.
  • Another reviewer can understand how the output was produced.

Responsible use

This is not investment, accounting, tax, or legal advice; consequential financial decisions require qualified review and authoritative records.

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