Financial Analysis CS enables you to quickly and easily analyze client financial data, compare performance against similar businesses or industry standards, and provide clients with detailed value-added reports. Financial Analysis enables you to advise both small and large clients, as well as niche clients in similar businesses.
By adding advisory services with Financial Analysis CS, you will strengthen client relationships, encourage firm activity, and ultimately increase overall profitability.
For more information, please visit the Financial Analysis CS section on the CS.ThomsonReuters.com website.
A Value-Added Analysis Tool for Exceptional Client Service
Financial Analysis CS is part of the CS Professional Suite , and fully integrates with other suite applications. A flexible and versatile analytical toolkit, Financial Analysis CS includes many features that make it fast and simple to review, analyze, compare, and report on clients' financial performance.
With Financial Analysis CS you can:
- Review, analyze, and compare clients' financial data.
- Track material changes in client balances to fulfill audit requirements.
- Provide aggregated financial indicators of peers or industry standards to show clients how their businesses measure up.
- Use graphs and conditional text for ratios to make financials easier for clients to understand.
- Advise both small and large clients , as well as niche clients in similar businesses (e.g., doctors, restaurants), by offering a variety of options for analysis and comparison (e.g., current ratio, revenue per customer, operating or production costs, and more).
- Add user-defined categories that can be used to track and compare specific balances for clients in a particular industry or to create custom ratios (e.g., break down sales into food and beverage sales in the restaurant industry).
- Compare your client's data against industry benchmarks provided by RMA.
- Compare your clients with others specific to their industry or region with available data provided in the new Data Exchange module.
- Seamlessly transfer client demographic and financial data from Write-Up CS , or Trial Balance CS to Financial Analysis CS—no data entry required.
- Import client data or industry data from a Microsoft® Excel® spreadsheet.
- Instantly access important information in a single customizable view with the new client and firm dashboards.
General Requirements
CS Professional Suite® and Enterprise Suite™ applications are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.
While our software may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve. We recommend business class computers, which generally offer higher levels of performance than home models when running business applications.
The following links provide access to the general requirements for the current versions of all of our applications. However, some products have more stringent and/or additional requirements beyond those documented in the general requirements sections. Be sure to read the Product-Specific Requirements as well as the general requirements.
Contact Us
CS Professional Suite & Enterprise Suite
Tel: +1 800.968.8900
CS.Sales@ThomsonReuters.com