Financial Statement Spreading

Spread Business Finances

• 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

Reports

• Credit score analysis and income statement analysis
• Many reports make industry benchmark comparisons
• Export reports to PDF, Excel, Word and other formats

Quick View

• View major ratios and financial measurements graphically
• Generate Breakeven graph
• Create sets of graphs with the look you want

Projections

• 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

Personal Finances

• Enter data in tax form or general format
• Reports: Personal Balance Sheet, Cash Flow, Global Cash Flow

Credit Reports

• Pull personal credit from TransUnion, Equifax, and Experian
• Pull business credit from Experian Business
• Incorporate automatically key credit information into your loan decision

Decisions

• 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