Software to Help You Budget with Confidence, Quickly Generate Reports, and Automate Data Entry

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Don’t Let Spreadsheets Limit Your Ability to Grow

Quickly Import Core System Data

Enhance Budget
Accuracy with Integrated Forecasting

Comprehensive ALM with IRR, Liquidity, Stress Testing

Customizable Board Reporting and Cloud-Based Dashboards

Plansmith Software Saves Time and Provides Superior Analysis
for Enhanced Decision Making

Eliminate the Manual Data Entry of Spreadsheet-Based Budgets

Streamline the Monthly Board and ALCO Reporting Process

Prepare for Management, Board,
and Examiner Meetings with Confidence

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Cloud-Based Reporting

Customizable Executive Dashboards
tell your story with easy-to-understand
graphics and traffic lighting. Access your
numbers and reports from any phone,
tablet, or computer.

Liquidity and Cash Flow Modeling

Built-in cash flow modeling automates
Sources and Uses Schedules and reports
your future liquidity positions. Easily create stress scenarios for Secondary Funding and Contingency Funding Plans.

Prepayment Tracking and Modeling

Compass automatically calculates prepayment speeds for you. By analyzing loan by loan payment data, Compass tracks both historical and current prepayment activity within your individual loan categories and types.

Easy-to-Customize Board and ALCO Reports

Quickly generate budget, forecast and Board reports on a monthly, quarterly, or annual basis. Customize the level of detail and time horizons to fit any audience – Management, Board, or Examiners.

Choose the Version of Compass that is Right for You or Schedule a Discovery Call to Identify the Perfect Fit