Financial Analysis CS enables you to go beyond traditional financial statements and present a detailed analysis of your client’s financial strengths and weaknesses. You can create financial ratio reports, graphs, and custom financial reports, including comparative statements of financial data between two or more companies. This allows you to benchmark your client’s financial position in relation to other similar companies or to an industry standard. Financial Analysis CS makes setting up peers, or similar companies for comparison, easy so that you can quickly present valuable comparisons and prepare meaningful reports. You can use the filter feature in Financial Analysis CS to assign peers to a client based on the criteria that you specify, such as industry code or annual revenue.

Financial Analysis CS allows multi-user functionality, and is part of the CS Professional Suite Accounting products, enabling integration of your client financial data with Write-Up CS and/or Trial Balance CS. This integration reduces the need for repetitive data entry, and enables you to quickly set up new clients by using data that is already in your CSA software.

Features and benefits

Transfer and compare data from CSA

• General client information, including client ID, name and basic client information, contact information, entity type, industry code, and the current fiscal year.
• Balance Sheet and Statement of Income balances for up to ten years of data.
• Additional amounts.
• Employees.

Comparison capabilities

• Filter clients based on criteria such as industry code, annual revenue, and geographic location.
• Compare and report on the financial position of two or more CSA clients.
• Compare data from multiple years and periods for a single client.
• Compare statements on a monthly, quarterly, semi-annual, and annual basis.
• Create customized groups of two or more clients to create a custom industry.
• Set up custom categories that enable you to track and compare specific balances for clients in a particular industry or to create custom ratios.
• Access up to ten years of historical data.
• Add financial data for a non-CSA client or industry.
• Access Industry database (RMA).

Reporting features

• Select from the collection of Quick Analysis reports as a fast and easy way to print a valuable set of reports for your client.
• Print to FileCabinet CS or Engagement CS (with the appropriate license installed).
• Output reports to files and/or send reports as attachments via email using various file formats, including Adobe (PDF), Microsoft Word (RTF), Microsoft Excel (XLS), and more.
• Customize the report organization in a tree view.
• Create and insert variables, formulas, and conditional expressions into reports.
• Create and insert conditional ratio text into reports.
• Create custom reports, including charts and graphs.
• View actual numbers while creating reports.
• Print one or more of the many reports available in the program, which can easily be copied and customized to create a custom collection of reports.
• Create an unlimited number of time-saving report profiles that are printed repeatedly and that can be used for all clients.

Additional features

• Access help topics.
• Take advantage of multi-user functionality.

Workflow

Related topic

Finding answers to your Financial Analysis CS questions

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