Business Financial Spreadsheets | Customized Financial Statements | Financial Statement Templates
- Enter data easily with very little setup
- Choose from a variety of tax return and financial statement templates
- Customize data entry templates
- Excel-like behavior: Cut, paste, undo, formulas in cells
Industry Standards
- Compare financial information to peer businesses
- RMA and IRS industry benchmark data are included
- Credit score analysis and income statement analysis
- Many reports make industry benchmark comparisons
- Export reports to PDF, Excel, Word and other formats
- View major ratios and financial measurements graphically
- Generate Breakeven graph
- Create sets of graphs with the look you want
- Generate a 5-year projection based on the financial data
- Integrate proposed debt to see the effect on cash flow
- Modify projection assumptions globally, or line by line
- Run reports based on projections
- Enter data in tax form or general format
- Reports: Personal Balance Sheet, Cash Flow, Global Cash Flow
- Pull personal credit from TransUnion, Equifax, and Experian
- Pull business credit from Experian Business
- Incorporate automatically key credit information into your loan decision
- Pull personal credit from TransUnion, Equifax, and Experian
- Pull business credit from Experian Business
- Incorporate automatically key credit information into your loan decision
Real Estate
- Sensitivity Analysis based on interest rate and cap rate fluctuations








