Financial Genome Pro

Special Edition for QuickBooks®

• Now Financial Genome Pro integrates data with QuickBooks® Pro, Premier, and Enterprise Editions 2007 or later (U.S. only)
• Integrating Financial Genome Pro with QuickBooks® makes it easy to create fully customizable financial statements and "what if" forecast models, by importing data directly from your chart of accounts.

DESCRIPTION

Financial Genome Pro (FG Pro) enables you to easily assist your QuickBooks® clients with financial planning. FG Pro creates an integrated model of your client's business in minutes. You obtain customizable financial statements, fully modifiable projections, and cash flow closure results, while FG Pro’s built-in financial knowledge ensures consistency and accuracy. Periodically update your statements with new data and accounts from Quickbooks®, retaining all customizations. Share your project by exporting it to a standard Excel® workbook.

You no longer worry about limited templates, spreadsheet errors and complex formulas.  Convert your model into a standard Excel™ workbook for linking additional analytical support sheets, and share this stand-alone model with your clients as a major value-added service.

QuickBooks Pro (Data)--->FG Pro (Planning Model)--->Excel (Workbook)
QuickBooks Premier (Data)--->FG Pro (Planning Model)--->Excel (Workbook)

 TARGET USERS

Financial Genome Pro was created for advisors/CPAs and consultants that service businesses using QuickBooks®, to give them an easy-to-use yet sophisticated modeling platform for expanded business planning services.  FG Pro is also ideal for CFOs and financial analysts interested in employing such a convenient planning tool internally.

 BENEFITS

• Professional financial planning support made fast, easy, and creative with no need to develop tedious spreadsheet models or relying on limited templates.
• Internal consistency and accuracy of results is always ensured, while allowing extensive customization to modify models for terminology, appearance, and statement structure.
• Conversion of models into Excel™ workbooks provides additional flexibility by accessing supporting detail sheets and regular Excel features, and makes sharing of models easy.

 KEY FEATURES

• Pre-configured financial statements and an extensive internal financial dictionary reflecting QuickBooks® terminology allow instantaneous import of business files into a ready-to-use model structure.
• The integrated systems design provides full closure on cash flow results at all times, instantly reflecting impact of any changes made in all affected parts of the model.
• The effective forecasting process is supported by extensive set of “drivers” helpful in selecting assumptions about future performance relative to past conditions.
• The complete set of financial ratios provides key performance measurements for operating, investing, and financing activities.

 COMPATIBILITY

Financial Genome Pro integrates with QuickBooks® Pro, Premier, and Enterprise editions 2007 and later.

SYSTEM REQUIREMENTS

• Excel™ 2003, or later (U.S. English versions only)

• QuickBooks® Pro, Premier, or Enterprise 2007 and later. (U.S. ONLY)

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

Financial Genome Pro