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

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

Core Data Integration Eliminates Manual Data Entry

Customizable Board Reporting Saves Time

Fully Integrated ALM Satisfies All IRR Regulatory Compliance

Cloud-Based Branch and Cost Center Budgeting with Multi-User Access

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

Ready to save time and money with comprehensive,
easy-to-use budgeting software?

Receive a
Personalized Demo

Choose Your
Version of Compass

Get Analysis to
Compete, Earn, and Grow

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