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  Financial Genome

 


Financial Genome
     

 
Overview Features Create Analyze Calculate
 


Financial Genome Adds Financial Knowledge to Excel

With Financial Genome, you can easily

  • 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

Financial Genome is Available in Three Targeted Editions

Click here to view a comparison of the key features of the three editions.

I. Financial Genome - Consultant Edition

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. 

  • Ribbon interface fully integrated with Excel 2007/2010 

  • Full set of eleven integrated statements you can use directly or customize

  • Wizard for choosing forecast methods

  • Automatic display of cash needs--"out of balance" calculation

  • Yearly (annual/fiscal), quarterly, and/or monthly periods 

  • "GenomeLink" Tool for mapping your existing spreadsheet data to the Financial Genome Dictionary

  • Customize your model--itemization, account names, detail sheets, arbitrary row ordering/hiding/sections, etc.--even create new analytic statements without writing formulas

  • Convert your model into a standard Excel workbook to format and share with others

  • Professional financial model building made easy, using Helfert's System from Techniques of Financial Analysis

                       Download Tutorial

II. Financial Genome Pro - Special Edition for QuickBooks® 2007 and later (U.S. Only)


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.

  • Ribbon interface fully integrated with Excel 2007/2010

  • Automatic export of QuickBooks accounting data into a GAAP structured database

  • Wizard for customizing the automatic mapping process

  • Automatically creates a customizable financial model with

    • Six fully integrated financial statements

    • Yearly (calendar/fiscal), quarterly, and/or monthly periods

    • Guided Forecasting process to project/analyze/plan

    • Automatic display of cash needs

  • Automated periodic updating of existing projects from Quickbooks actuals

  • Full range of financial and ratio analysis tools

  • Wizard for choosing forecast methods

  • Convert your model into a standard Excel workbook to format and share with others

  • Building a professional financial model from your Quickbooks account data was never easier!

                       Download Tutorial

III. Financial Genome - Basic Edition: COMPLETELY REVISED NOVEMBER 2010

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. 

                       Download Tutorial

System Requirements 

  • Excel 2007 or Excel 2010 (Office 32-bit, U.S. English versions only)

  • Windows 2000/XP, Vista, or 7 (U.S. English versions only); Compatible with 64-bit Windows installations.

  • QuickBooks® 2007 or later (US versions only) required for use with FG Pro.

 

 
 

  Interactive Templates

 


Interactive Templates 

Modernsoft, Inc. designed the Interactive Templates workbook to provide readers of Techniques of Financial Analysis, 11th ed. and Financial Analysis: Tools and Techniques by Dr. Erich A. Helfert with a set of eleven interactive displays representing the key exhibits of the book. They reflect the central concept of the integrated business system around which both books are structured, and allow the user to observe the impact of changes in investing, operating and financing assumptions. 

The templates are both learning devices as well as practical tools for professional use, in areas such as break-even analysis, present value analysis, business valuation, sustainable growth analysis, and high-level financial planning. They also enhance the user's understanding of Modernsoft's advanced Financial Genome software, which is structured around the same business system context. More...

 

 Index

Financial Genome

Product Description
- Features
- Create
- Analyze
- Calculate
User Interface
Demonstration Videos
User Examples
Benefits | Testimonials
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Analytical Support

Interactive Templates
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