Calculate without Tracking Formulas and Cells

Built-in Financial Knowledge 

Financial Genome's built-in knowledge is available at all times and ensures consistency of calculation and display. Financial knowledge is embedded in Financial Genome through defined financial terms, financial relationships, and financial statements to ease and speed up your analysis. 

Financial Genome contains over 350 financial terms and concepts and eleven customizable financial statements. Using a simple browser, these terms and statements are accessible at any time, and can be easily modified to suit your specific analytical need. 

• You build your analysis by selecting what you need from the built-in financial terms. 

• You can browse and choose individual financial terms, groups of terms, standard financial statements and other analysis formats. 

• You can place individual terms and groups of terms anywhere in your analysis. 

• You need not create any formulas in spreadsheet cells, because formulas and financial concepts are embedded in the software. 

• You produce consistent, "error-free" financial statements and financial analysis results. 

Dynamically Linked System of Financial Terms 

All Financial Genome terms and statements are dynamically linked. Calculated terms (i.e. formulas and statement totals) are derived from their input terms. Data can be input on any statement; all related values are automatically updated. All accounting and financial linkages are built into the knowledge base. As a result, internal consistency and financial integrity are assured. 

The underlying financial design is based on viewing business as a system of operating, investing and financing cash flows. Ratio analysis and forecasting drivers are organized using this framework, as is the identification of any funding gap for financial closure. Smart terms identify out-of-balance situations (balance sheet, retained earnings, cash balance, funds deficit). 

Financial Genome empowers users in any business to perform sophisticated financial analysis and planning quickly and easily. MBAs will find this to be a powerful learning tool. 

Extensive, Instant Help Resources 

Financial Genome has two sources of help available on-line at any time. You can immediately get information on any built-in term by clicking an Information button . In addition, the system includes a complete windows help system including context sensitive help for all menu and toolbar buttons and user dialog forms. This help system can be accessed by clicking on dialog help buttons, right clicking on dialog components and menu/toolbar items, or directly from the Excel Help menu. 

• You have a comprehensive, Financial Genome specific, on-line help system at your disposal 

• You have an Information Tool to query each financial term and understand the financial system 

Business Systems Approach 

Financial Genome was designed to represent the integrated business systems approach as presented in Techniques of Financial Analysis, the best-selling financial management text of its kind (over 500,000 copies in print in eleven editions in ten languages), by Dr. Erich A. Helfert.