Quickly gather and analyze SME financial data for credit and vendor analysis.  We help firms turn their applicant data (completed input PDF) into this comprehensive report package. 

We are a processing/analysis platform (not a credit reporting agency).  All information is deleted upon report generation for security and confidentiality.  

Obtain applicant data using our interactive PDF's then import and generate reports.  We use 20 key numbers/period to provide a risk score and comprehensive a financial report set to speed/improve client compliance avoiding the need of a complete set  of financial statements.  Data input and report analysis can be for up to 5 annual, quarterly or monthly periods.  Lowers cost while enhancing information available.  Use to process updates as well as the initial analysis.

Get the best of both standard approaches (financial statements and agency/trade reports).  Our quantitative analysis package excels at presenting financial data and greatly enhances reports obtained from trade or other qualitative sources such as the Credit Management Association (CMA) , D&B small business solutions or any other credit reporting agency.

 Each analysis package includes:

 Risk Score Assessments              Income Statements                         Key Metrics / KPI's
 Balance Sheets                            Equity Reconciliation
 Cash (Funds) Flow                       Source & Application of Funds
  
Reports can be customized for other data, terminology or language needs.

Forms

The reporting form an interactive PDF can be posted on your site for convenient applicant / customer access or can be emailed.  Also available in a  credit application version.   These or any of your forms can be customized to your needs.  Send us your credit app or other document for conversion to a fillable/savable interactive format.  Keeps overhead handling time to a few seconds as the completed form is used to generate an immediate analysis package.  

Security

 A secure encrypted environment exists for all files, calculations and downloads.  Our memory only process never writes your data to disk.  Reports can be easily converted into a spreadsheet formats for subsequent data selection and inclusion in your databases.

Registration, Pricing & Payment

Register: Click on the login button then create new account here.  Registration required prior to entering encrypted areas. 

Pricing:  Low cost pay per use purchase options. View pricing table. 

Payment Security:  All payment transactions are processed through PayPal thus your payment details are never present on our site.  Credit cards along with several other options are accepted methods through PayPal although no account necessary with use of credit cards. 

Some payment methods take a few days until confirmed/completed and delay your account posting (credit cards are immediate).  Contact manager if payment requires use of Western Union or Moneygram.

Unused reports expire one year after date of purchase.

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