Working with community banks for 30+ years, we understand what’s important to you. You need tools that effectively automate repetitive processes & built-in flexibility to handle real world scenarios — tools that work for the way YOU do business.
Our new pricing and streamlined implementation make it easy to get started.
FISCAL Forward Features
Global Cash Flow
- Multiple Businesses
- Multiple People
- Multiple Loans
- Flexible Calculation Options
Business and Personal Spreads
- Tax Returns
- Annual or Interim Financial Statements
- Projections
- Trailing Twelves
- Automatically Import Tax Form Data
20+ Standard Reports
- Executive Summary
- Detailed Analysis
- One-click Narrative
- RMA Benchmark Comparisons
- 300+ unique graphs and charts
Credit Memos
- Fully-editable in Microsoft Word
- Highly customizable
- Multiple templates available
CRE Sensitivity
- Rent Rolls
- DSCR & LTV Sensitivity
TRACKING Features
CheckLists
- Built-in Templates
- Easily Add/Remove/Copy/Change
- Auto-advance Items
- Flag Critical Items
25+ STANDARD REPORTS
- Detailed by Customer, Category, or Officer
- Summary by Aging, Category, or Officer
- Related Party Exceptions & Exposure
- Portfolio Concentrations
BORROWER LETTERS
- Print or send emails from your server
- Personalize and Customize
- Multiple Templates
- Coming Due and Past Due
QUICK VIEW DASHBOARD
- Customers with/without Exceptions
- Types of Exceptions by Category & Aging
- Items Received & Coming Due
- Flagged Items