Business Financial Spreadsheets | Customized Financial Statements | Financial Statement Templates


Business Finances Spread Business Finances Play Watch Video

  • Enter data easily with very little setup
  • Choose from a variety of tax return and financial statement templates
  • Create your own data entry templates
  • Excel like behavior: Cut, Paste, Undo, formulas in cells

Industry Standards

  • Compare financial information to peer businesses
  • RMA and IRS industry standard data is included
Reports Reports Play Watch Video
  • Easy to use reporting offering complete analysis
  • Many reports make industry standard comparisons
  • Export reports to PDF, Excel, Word and other formats
Quick View Quick View Play Watch Video
  • View major ratios and financial measurements graphically
  • Generate a Breakeven graph
  • Create your own sets of graphs with the look you want
Projections Projections Play Watch Video
  • Generate a 5-year projection based on the financial data
  • Integrate proposed to see the effect on cash flow
  • Modify projection assumptions globally, or line by line
  • All reports can be run for a projection
  Personal Finances Play Watch Video
  • Enter data in tax form or general format
  • Reports: Personal Balance Sheet, Cash Flow, Global Cash Flow
Credit Reports Play Watch Video
  • Pull personal credit from TransUnion, Equifax, and Experian
  • Pull business credit from Experian Business
  • Incorporate automatically key credit information into your loan decision
Decisions Play Watch Video
  • Set up your own loan approval criteria set(s)
  • Quickly spot areas that caused a particular loan to fail
  • Generate loan presentation/credit mome for loan committee approval