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Print a complete set of financial reports including the Income Statement, Trial Balance, Balance Sheet, audit trails, account ledgers, budgets, cash flow, WIP, and financial ratios. Analyze profitability and productivity for any time period by job, client, AE/team, project, and more. Best of all, financial and management reports can be printed at any time during the month, as well as for any month during the year. Forecast cash requirements with the calendar-based Cash Flow tool. An overhead allocation tool lets you split the agency’s overhead expenses automatically using different user-defined formulas. Financial data can also be accessed by Crystal Reports, Microsoft Access, Excel, and other programs via ODBC.
"Financial Management" is part of the Clients & Profits SQL line of products, developed by Clients & Profits.