Financial Reporting



Consulting organizations may create ad-hoc, user defined reports that are specific to your firm. The reports may be processed and dispatched to your client base automatically through PDFs, Excel® or dashboards.


Use ClearFinancials® modeling functionality to efficiently provide a variety of deliverables to your client.


  • Board of Director Reports

    Efficiently create board-ready reports formatted to your client’s specific needs that are ready each month at the click of a mouse.


  • Bank Reports or Commercial Lender Reports

    Efficiently create bank or lender reports formatted to your client’s specific needs that are ready for distribution each month with the click of a mouse.


  • Equity or Venture Reports

    Efficiently create reports for capital partners formatted to your client’s specific needs that are ready for distribution each month with the click of a mouse.


  • Financial Management Reports

    Efficiently create a comprehensive set of financial reports that are ready for distribution each month with the click of a mouse.


  • KPIs, trend analysis

    Efficiently create a comprehensive set of key performance and variance reports that are ready for distribution each month with the click of a mouse.


  • Scorecards

    Assemble KPI’s in a Balanced-Scorecard Framework to measure progress versus plan.


  • Dashboards

    Excel-based dashboards easily updated and distributed to authorized user-groups.


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