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:

• Seamlessly transfer client demographic and financial data from Write-Up CS® or Trial Balance CS™ to Financial Analysis CS—no data entry required.
• Provide clients with detailed benchmarking reports based on RMA Annual Statement Studies®.
• Use the Data Exchange Module to compare industry data from the clients of peer accounting firms who are also CS Professional Suite® users.
• Compare client data to RMA Industry data by using the ratio analysis database on more than 750 industries and based on more than 244,000 statements.

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.

There are other value-added benefits to using Financial Analysis CS, including:

• Client Dashboard—Affords the use of mini-portals to aggregate information about each of your clients in a single view, allowing you to see client information stored in FileCabinet CS, create links to documents and websites, and view or edit graphs and reports.
• Firm Dashboard—Offers instant access to firm information, users currently in the program, technical system and program information, license notifications, and program update availability.
• RMA Annual Statement Studies—A subscription service that enables downloaded data from the RMA Annual Statement Studies to flow directly to Financial Analysis CS without having to search through a book or enter any data manually.
• Data Exchange Module—This module enables users to compare industry data from the clients of peer accounting firms who are also CS Professional Suite users.

Back to top