Financial Statement Analysis and Projection Software
Financial Genome is a powerful Excel add-in that applies expert knowledge to existing financial data to perform a thorough financial analysis, including fully integrated financial statements, projections, financial ratio analyses and funding requirements.
Benefits
Financial Genome is available in 3 editions to meet your specific needs.
The Basic Edition provides all functions below except for those marked Consultant Edition or Pro Edition. Compare the Basic, Consultant and Pro versions.
Performs extensive financial analyses and integrated projections for a wide variety of applications, such as:
- A company’s financial management team can prepare for meetings with analysts, investors or creditors by quickly creating pro-forma financial projections, analyzing the assumptions driving the projections and determining the firm’s funding needs.
- CPAs and business consultants can easily build customized financial planning models for their small and mid-sized client companies, enhancing their advisory role and support.
- Analysts can easily monitor the financial performance of the companies they are following and rapidly uncover profitability, liquidity or other performance problems.
- Investors can quickly analyze various business plans to independently evaluate the prospects of the companies in which they are considering investing.
- Lenders or creditors can quickly review and analyze financial statements of companies applying for credit to provide valuable input into credit decisions.
- Business students can learn how to generate financial statements, financial ratio analyses, financial projections and various what-if analyses.
Get the Best of Excel.
Financial Genome allows you to quickly create new projects, retrieve data from various sources, perform analyses and generate projections all within the familiar, easy-to-use Excel environment. At the same time, Financial Genome protects you from Excel’s limitations by maintaining the integrity of your data. All assumptions, statements, ratios and projections are maintained in a consistent fashion to ensure that your financial statements and analyses don’t contain formula or link errors.
Easily import or map your financial data into Financial Genome using GenomeLink (Consultant and Pro Editions only).
Easily connect to data in Excel worksheets or map data from existing financial database sources. Data can be monthly, quarterly or annual in the Consultant or Pro Editions and annual only in the Basic Edition. With any edition, you can enter your data directly.
Export your QuickBooks data into the Financial Genome Pro Edition.
For CPAs or CFOs of QuickBooks-based businesses, the Pro edition allows you to instantly export your financial data from QuickBooks Pro or Premier 2003 or later into Financial Genome for analysis. New mapping wizard customizes the automatic mapping process. Automate the periodic update of financials.
Apply Built-in Expert Knowledge.
Financial Genome was developed in collaboration with Dr. Erich Helfert, the author of the classic book, "Techniques of Financial Analysis, A Guide to Value Creation" which is in its eleventh edition since 1963 and has sold over 500,000 copies in ten languages. Financial Genome is based on the integrated "business system" approach, which is the powerful core concept of the book, and it contains over 350 financial terms and eleven customizable financial statements. Dr. Helfert is also the author of Financial Analysis Tools and Techniques: A Guide For Managers.
Thoroughly Analyze your Financial Data.
Financial Genome allows you to select the financial terms and time periods that are relevant to your specific needs and then generates a customized, consistent, error-free set of financial statements and analysis results. The output of your analysis can be displayed in four views:
- The Accounting View shows standard financial statements: Income Statement, Balance Sheet, Cash Flow Statement and Statement of Changes in Shareholders’ Equity.
- The Business Performance View includes a Ratios Statement with an extensive collection of financial ratios.
- The Consultant Edition adds a Business Performance Analysis which displays a Dupont ratio tree.
- The Economic View (in the Consultant Edition only) includes a NOPAT Analysis, Capital Base Analysis, Cost of Capital Analysis and Economic Profit Analysis.
- The Forecasting View allows you to take existing financial data and generate a set of ratio-driven "Forecast Drivers" that are used to create financial projections. You can review and modify these forecast drivers and then use them to generate a complete set of forecasted financial statements.
- New! A Forecast Methods Wizard (Professional and Consultant Versions only) helps you select the most appropriate forecasting methods.
- A Funds Deficit Balance is automatically calculated in the projections to identify any funding requirements.
Reviews/Testimonials
Mel H. Abraham CPA, CVA, ABV, ASA: "Financial Genome is just what the CPA needs, a perfect tool to supplement and expand the CPA's role as an advisor. It is time that CPAs reconsider their traditional thought process to better serve the higher needs of our clients. Financial Genome and Techniques of Financial Analysis give you the necessary framework to do just that and to bring more value to your client! It will change your and your client's business."
Montgomery Dillavou, CPA, OmniAccountant -The QuickBooks Authority: "The new Financial Genome Pro 6.0 makes business modeling a breeze! Now I can model any QuickBooks company data file in minutes, instead of hours. This software truly does all the work for you!"
Keven Russell, Corporate Resources, Inc.: "Financial Genome is easy to work with and has endless uses as a tool for consulting, bettering a small business, learning the accounting world and much more. I am using the application to understand what comparable companies are doing the same, different, better, worse and relating this information to stock prices."
WIlliam J. McKibbin, PhD, LLC: "I use Financial Genome in my busy consulting practice with great success. The software enables me to quickly and efficiently assemble meaningful financial statements based on the client's business as a whole. . .Financial Genome is an important 'arrow in my quiver' of Excel templates and tools."
Martin Lozier, Lozier Oil Company: "I absolutely love this program and use it for forecasting trends and checking my business status. I have a petroleum business that grew from $6 million in revenues in the year 2000 to revenues of $25 million last year. I have very humble beginnings and most of my financial training is through [company-] supported financial classes or from self-education. The problem is finding the right program for financial statement analysis, and this is the best I've used. You allow enough freedom to manipulate the data in order to see 'what if's.' Financial Genome also makes budgeting easy and makes monthly spending easier to track."
Philip Solosky, Consolidated Business Services, Albuquerque, NM: "Financial Genome is the best financial planning software I've ever found. Dr. Helfert's book, Techniques of Financial Analysis, and the Financial Genome software represent a wonderful combination for applying sophisticated financial analysis to real world situations. Thanks for all your efforts."
Selected by Microsoft for inclusion in its "Inside Out" series of books and CDs about Office XP and Excel 2002.
System Requirements
Excel 2000/XP, 2002, or 2003 (U.S. English versions only). NOT compatible with Excel 2007.; Windows 2000/XP or Vista (U.S. English versions only); Pentium III (or equivalent) at 500MHZ, or more, with 512MB RAM for best performance; Pro Version Only: QuickBooks® Pro or Premier 2003 or later (US English versions only).
Trial Downloads
We will not rent, sell or give away your personal information.
If you are downloading the free trial version above, click here to view the Financial Genome Quick Reference Guide (.pdf, 1.2 MB).Purchase Now
Purchase: Financial Genome Version 5. Pricing: Basic Edition: $129, Consultant Edition: $399, Pro Edition: $399. Please note that we can not accept returns on this item since you can try it for 30 days before buying. If you would like to evaluate Financial Genome before buying, please download a fully functional 30-day trial on the form above.
Your registration code will be e-mailed to you.
