Software to Help You Budget with Confidence, Quickly Generate Reports, and Automate Data Entry
Quickly Import Data from Core System
Choose Your Preferred Level of Detail for Board Reporting
Use Software that Saves You Time and
Gives You Better Analysis for Informed Decision-Making
Avoid Human Error in Data Entry
No More Broken or Complicated Formulas
Generate Financial Reports to Satisfy Board Expectations
Import Core
Data with
a Single Click
Don’t waste hours or days inputting data into a spreadsheet. A click of the mouse brings in your entire General Ledger so you can begin forecasting and modelling.
Variable Forecasting with Ease
With comprehensive modelling, view a 5-year time horizon with income, balance, and interest.
Forecast Rate, Volume, and Changes to Portfolio Yield and See Resulting Income without changing modules.
Right Mix to Hit
Growth Targets
Based on what is maturing, quickly calculate the new business per month to hit performance targets.
Quickly and confidently calculate Interest, Yield, and Average Balance Needed.
Easy-to-Generate Board Reports
Quickly generate forecasts and board reports on a monthly, quarterly, or annual basis.
Give them the ideal level of detail to satisfy expectations without burdening them with data.
Choose the Version of Compass that is Right for You or Schedule a Discovery Call to Identify the Perfect Fit
easy-to-use budgeting software?
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Contact
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Schaumburg IL 60173
Toll Free: 1.800.323.3281
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Fax: 1.847.705.8200
info@plansmith.com