Financial software - Understand your financial statements

With CreditSunrise you can easily transform standard accounting statements into an owner's manual explaining the financial health and trends of your business. No accounting background needed; we automatically complete all the complex calculations and provide an easy to read report explaining your financial situation.

Create an Annual Report for your business during your lunch break by using the balance sheet and income statement you already compile for taxes. Perfect for anyone that needs to know the financial situation at your business. This unique solution eliminates the need to spend hours calculating ratios, days interpreting your information and money spent on consultants to tell you what your financial statements already prove.

 

How it works

  1. enter data from your balance sheet and income statement
  2. CreditSunrise automatically converts your numbers into a custom report explaining your numbers, trends and areas for improvement
  3. Print your 23 page strategic report

"It's like having an accountant explain everything about my business." J. Pym

"Every business needs to understand their numbers. In 30 minutes I had my financial owner's manual." C. Moffatt

 

Benefits

Accountants

  • A great compliment to year end statements
  • Provide a unique and revenue generating service to clients
  • Identify candidates that require consulting or more assistance
  • Assists with relevance requirements if you are a CPA, CA, CMA or CGA

Banks and Financial Institutions

  • Save time during reviews by having sections of the financial commentary written for you
  • Add value and elevate your client's financial acumen by providing a financial report during your loan review
  • Mitigate credit risk by completing a full financial assessment in less than 45 minutes (average time to complete is 7-45 minutes)


Consultants

  • Accelerate your sales cycle by providing a full assessment and showing clients how you can help resolve financial concerns
  • Allow your clients to get a bigger bang for their buck by targeting areas of cost control
  • Provide this report to clients for increased revenue

sample table of contents

Small and medium size businesses

  • View financial trends, target areas of increasing cost and understand your financial situation
  • Finance department employees to save time creating internal presentations
  • Finally small businesses can have an annual report for strategic planning or to provide to shareholders
  • Be prepared when your lender completes a review of your company

Large companies

  • Provide your management team with an un bias assessment of your financial situation
  • Save time creating your annual report or Internal presentations
  • Provides a base for strategic planning sessions
  • You can have an annual report for each division of your company
  • Assist with financial risk management to ensure your executives and directors understand your financial statements before they provide an authorization signature

 

sample from executive summary

sample from executive summary

 

Requirements

  • Year end balance sheet and income statement (3 years recommended for tending)
  • Internet explorer with ability to view encrypted web sites and javascript enabled

Security

  • We use bank grade security
  • For IT compliance people, we use Verisign SSL 3.0, RC4 with 128 bit encryption (High); RSA with 1024 bit exchange (contact us for more detail)

 

 

Contact CreditSunrise today

 

 

Contact our sister company at www.bankproposal.com to assist you in writing your business plan

 

©2005 All rights reserved, software is copyright and pending patent protection