Financial Statement Spreading

Business Finances Spread Business Finances

  • Enter data easily with very little setup
  • Choose from a variety of tax return and financial statement templates
  • Ag Lending templates now available!
  • Customize data entry templates
  • Currency conversion ability
  • Excel-like behavior: Cut, paste, undo, formulas in cells
Industry Standards
Reports Reports
  • Income statement analysis
  • Export reports to PDF, Excel, Word and other formats
  • Summary and narrative formats
Quick View Quick View
  • View major ratios and financial measurements graphically
  • Generate Breakeven graph
  • Create sets of graphs with the look you want
Projections Projections
  • Generate a 5-year projection
  • Integrate proposed debt to see the effect on cash flow
  • Modify projection assumptions globally, or line by line
  • Run reports based on projections
Personal Finances
  • Enter data in tax form or general format
  • Reports: Personal Balance Sheet, Cash Flow, Global Cash Flow
Decisions
  • Set up your own loan approval criteria set(s)
  • Quickly spot areas that caused a particular loan to fail
  • Generate loan presentation report or credit memo for loan committee approval
Real Estate
  • Sensitivity Analysis based on interest rate and cap rate fluctuations