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Financial Genome Adds Financial Knowledge to Excel
With Financial Genome, you can easily
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Create integrated financial statements, projections, and ad-hoc custom analyses
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Analyze future cash requirements and
profitability
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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
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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
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Excel 2007 or Excel 2010 (Office 32-bit, U.S. English versions only)
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Windows 2000/XP, Vista, or 7 (U.S. English versions only);
Compatible with 64-bit Windows installations.
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QuickBooks® 2007 or later (US versions only) required for
use with FG Pro.
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