Streamline Budgeting Processes, Forecast with Confidence, and Hit Your Performance Targets

Solutions to Help Banks and Credit Unions Get Accurate Budgets, Make Better Decisions, and Focus on Growth

What Could You Be Doing with a Better Budgeting Solution?

Complex Spreadsheets weren’t designed to handle budgeting
for successful financial institutions.

Plansmith’s budgeting software is uniquely designed to help you:

Automate Data Entry

Get Timely, Accurate Budget Reporting

Forecast with Confidence

Make Better Informed Decisions

Plansmith’s Compass Software automates budgeting, forecasting, and reporting to help banks and credit unions make better financial decisions.

Stop managing spreadsheets and increase the efficiency and accuracy of your financial reports.

Key Features:

  • Interfaces with Core Systems
  • Budget and Forecast Modelling
  • Quick, Accurate Board Reporting
  • Automated Rate Risk
  • Eliminate Manual Entry of Data
  • Replace Complicated Budgeting Spreadsheets

See How Easy Budgeting can be with Compass

Using Spreadsheets and Outdated Software for Budgeting Costs You More than just Money!

You and your team spend countless, frustrating hours:

Manually Entering Data

Preparing Incomplete Reports

Identifying Broken Formulas

Dealing with Poor Software Support

Don’t Let This Keep You from the Data You Need to Make the Best Decisions Possible.

Join Thousands of Community Banks and Credit Unions Who Trust Plansmith to Help Them Plan, Budget, Manage Risk, and Execute for Success

Taking Control of the Financial Health of your Organization is Easy with Compass

Schedule a Discovery Call

Demo the Software and Receive a Customized Proposal

Deploy Compass and Get Accurate Financials for Better Decision-Making

Don’t Waste Your Team’s Talent Managing Spreadsheets

Planning for your company’s financial health is a key to success. To accomplish this, you need efficient budgeting and reporting capabilities that provide you with useful information. But trying to manage a budget with outdated software or complicated spreadsheets is costing you time and money. Worst of all, you aren’t getting the information you need to make informed decisions.

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You shouldn’t be wasting your team’s time and talents on software that isn’t getting the job done.

As former community bankers, we understand how frustrating it can be to waste days maintaining outdated, inefficient, and potentially inaccurate budgeting systems. That’s why we developed Financial Compass, software that facilitates budgeting, forecasting, and reporting for confident decision-making. For greater efficiency, we have combined Budgeting and Asset Liability Management into one convenient, easy-to-use module that works with your core system.

Schedule a call today. And make sure to watch our free webinar How to Simplify Budgeting, Forecasting, and ALM with Plansmith. Don’t let manual data entry, formula checking, and lengthy reporting processes keep you from using your experience and capabilities. Automate data entry, eliminate unproductive tasks, and get budgeting you can trust with Financial Compass.

Watch Our Webinar: How to Simplify Budgeting, Forecasting, and ALM with Plansmith

Don’t miss out on this opportunity to see how working with Plansmith solved the real-life issues of three financial institutions.


1827 Walden Office Square, Ste. 350
Schaumburg IL 60173

Toll Free: 1.800.323.3281
Local: 1.847.359.4045
Fax: 1.847.705.8200