Ideal for the business finance professional, such as business consultants, CPAs, CFOs, and other practitioners, to save time and effort in full-fledged analytical and modeling tasks, and to easily create customized financial planning models for client use.

Full set of eleven integrated statements
Full range of business finance analysis tools
Annual, quarterly and monthly periods
GenomeLink to access data bases
Full features for adaptation and editing
Basis for professional model building
Convert your model to standard Excel workbook

Analyze your business finance Needs
Annual, Quarterly, or Monthly Data

The Consultant Edition of Genome accepts annual, quarterly, or monthly information (Basic Edition will only accept annual data), and will roll up monthly and quarterly data into quarterly and annual summaries, respectively, based on your specifications. You specify the time range for your analysis.

If you identified a data source, Genome will automatically determine the type and range of time periods available in the data; however, you are free to reconfigure the time periods included in your analysis. You can also save time configurations to reuse them again in your analysis. You can access the Time Period Wizard at any time during your analysis.

You configure the analytical time frame when a new project is created

You can reconfigure time frame options at any time during an analysis

You can work in time units of months, quarters and years

You can automatically display quarterly and annual summaries from monthly data, or annual summaries from quarterly data

The number of periods included in an analysis is limited only by Excel

Pre-structured, Customizable Statements

Financial Genomes built-in statements provide four different views of your data: an accounting view, a business performance view (ratios), a forecasting (projection) view, and an economic view (economic profit and cost of capital - Consultant Edition only).

The accounting view includes an Income Statement, Balance Sheet, Cash Flow Statement and Statement of Changes in Shareholders Equity

The business finance performance view includes a Ratios Statement (a systematic collection of standard business ratios) and a Business Performance Analysis (a Dupont ratio tree - Consultant Edition only)

The forecasting view provides tools to set up and implement a business finance forecast

The economic view includes a NOPAT Analysis, Capital Base Analysis, Cost of Capital Analysis and Economic Profit Analysis (Consultant Edition only)

You can edit (customize) the built-in statements using Financial Genomes tools, or create your own statements - never having to write formulas!