Financial Genome

Now Compatible with Excel 2007!

Financial Genome Adds Financial Knowledge to Excel

With Financial Genome, you can easily create a model of your business

• Create integrated financial statements, projections, and ad-hoc custom analyses

• Analyze future cash requirements and profitability

• Calculate without writing formulas, using templates, or worrying about spreadsheet errors

• Requires Microsoft Windows 2000/XP or Vista (U.S. English versions only) and Excel 2000/XP, 2002, 2003, or 2007 (US English versions only)

Financial Genome is Available in Three Targeted Editions

I. Financial Genome - Consultant Edition <New Features!

Ideal for the financial 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. 

Click here for product details.

                       Download Tutorial

II. Financial Genome Pro - Special Edition for QuickBooks® 2007 <New Features!

Ideal for the professional QuickBooks advisor/CPA or the CFO of QuickBooks-based businesses to instantly export accounting data from QuickBooks to Excel for further analysis.  Use Financial Genome Pro to access QuickBooks data to create integrated planning models in Excel for projecting and analyzing financial performance, and to provide customized financial models to clients in easy-to-use Excel format.

Click here for product details.

                       Download Tutorial

III. Financial Genome - Basic Edition (for Excel 2003 or earlier only)

Ideal for the user mainly interested in easing the task of integrated annual business planning, and performing standard financial analyses in a familiar environment with ready guidance.  Also, an ideal learning tool for anyone (including the business student or professional just learning financial analysis) who intends to interpret or create financial analyses.

Click here for product details.

                       Download Tutorial

System Requirements 

• Excel 2002/XP, 2003, 2007 (U.S. English versions only)

• Windows 2000/XP or Vista (U.S. English versions only)

• Pentium III (or equivalent) at 500MHZ, or more, with 512MB RAM for best performance

• QuickBooks® 2007 required for use with FG Pro.

History

Financial Genome was created in collaboration with

Dr. Erich A. Helfert,

using the integrated business systems approach as presented in his best selling financial management book:

 "Techniques of Financial Analysis, A Guide to Value Creation, 11th ed." 

Ask Erich how to use Financial Genome in financial analysis

 Financial Genome