Financial Track

Financial Track is a best-in-class spreadsheeting module for banks, credit unions and finance companies that need a simple to use yet powerful tool to input financial data.  Powerful analytics allow users to modify and define various accounts, ascertain projections and model cash flows.  Excel like navigation and flexibility enhance the user experience and lower training time and costs.  Reporting and output may be used in credit write-ups and other loan package details.


  • Intuitive Navigation and Input Flexibility
  • Powerful Analytics and Reporting
  • Innovative Projection Modeling
  • Configurable Financial Models
  • Allocate Accounts according to Credit Policy
  • Rolling Statement Creator
  • Define and Validate Custom Ratios
  • Access Data and use within Write-ups and Loan Packages
  • Seamlessly Integrated with Credit Track & Portfolio Track
  • Simultaneous Multi-user platform
  • Web based, Flexible Navigation
  • Ability to Convert Data from most Spreading Systems