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Description
For more than thirty years, our offerings have brought standardization and enhanced efficiency to banking institutions and credit unions nationwide. We possess a deep understanding of your operational needs. Fiscal spreading and tracking are key solutions provided by Vision Software Solutions. Over three decades, we have partnered with thousands of bankers, with our average client maintaining a relationship with us for over 11 years. Recognizing the priorities that matter to you, we ensure our approach to banking software solutions, credit analysis software, loan exception tracking, and financial statement spreading strikes a harmonious balance between consistency and adaptability. Time and again, as providers of banking software, we have encountered feedback that Excel-based processes for statement spreading and tickler tracking are often inconsistent, susceptible to errors, and labor-intensive. Furthermore, we have committed to keeping our products as independent solutions, given that spreading and tracking are too vital to be relegated as mere add-ons within larger comprehensive systems. In doing so, we empower our clients with the reliability and focus they need to thrive in their financial operations.
Description
Financial Advisor for Excel is an add-in tool designed specifically for Microsoft® Excel®, featuring a collection of 74 financial calculators that streamline essential financial computations, ultimately saving you both time and energy. These versatile calculators cater to a wide range of assessments, including cash flows, loans, investments, future values, rates of return, financial analyses, and personal financial management. Users simply need to input the required data, and the calculators will instantly generate the desired results. To ensure a seamless experience, it is important to uncheck the checklist before clicking the OPEN button, which notifies Windows that the file is secure and prevents the confirmation window from appearing again for this particular action. This user-friendly approach makes it easier for individuals and professionals alike to manage their financial calculations efficiently.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$44.90 one-time payment
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Vision Software Solutions
Website
www.visionsoftwaresolutions.com
Vendor Details
Company Name
Jabsoft
Founded
2003
Country
Peru
Website
www.jabsoft.com
Product Features
Commercial Loan
Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement