Sophisticated tools for Financial Analysis, Benchmarking, and Reporting

Financial Analysis CS is part of the CS Professional Suite and fully integrates with other suite applications. A flexible and versatile analytical toolkit, Financial Analysis CS includes many features that make it fast and simple to review, analyze, compare, and report on clients' financial performance.

Analyze Client Data to Gauge Performance

Financial Analysis CS enables you to review, analyze, and compare the financial position of a client in three ways:

• The business itself, across multiple years.
• A group of similar businesses or peers.
• An industry standard.

With Financial Analysis CS you can:

• Review, analyze, and compare clients' financial data.
• Track material changes in client balances to fulfill audit requirements.
• Provide aggregated financial indicators of peers or industry standards to show clients how their businesses measure up.
• Use graphs and conditional text for ratios to make financials easier for clients to understand.
• Advise both small and large clients, as well as niche clients in similar businesses (e.g., doctors, restaurants), by offering a variety of options for analysis and comparison (e.g., current ratio, revenue per customer, operating or production costs, and more).
• Add user-defined categories that can be used to track and compare specific balances for clients in a particular industry or to create custom ratios (e.g., break down sales into food and beverage sales in the restaurant industry).
• Compare your client's data against industry benchmarks provided by RMA.
• Compare your clients with others specific to their industry or region with available data provided in the new Data Exchange module.
• Seamlessly transfer client demographic and financial data from Write-Up CS™ or Trial Balance CS™ to Financial Analysis CS—no data entry required.
• Instantly access important information in a single customizable view with the new client and firm dashboards.

Produce Reports for Client Presentation with the Report Designer

Financial Analysis CS provides a variety of reporting options that let you manipulate data into reports that will help your clients make informed business decisions.

With Financial Analysis CS you can:

• View data while formatting a report as it will actually appear when you print or preview the report.
• Report on more than 35 predefined ratios (e.g., current ratio, inventory turnover, percent rate of return on equity).
• Create report profiles that can be used for all clients.
• Create copies of reports in a variety of formats (.pdf, .xls, .rtf, .html, and more) and email them directly to clients in seconds.
• Print reports directly to Engagement CS™ for comprehensive engagement management and to FileCabinet CS™ for effortless paperless processing.

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