Financial analysis

Learn the extensive functional scope of the system and check how fast and easy
it is to create the financial analysis. is an easy to use system for financial analysis and monitoring of finances

The system combines the ease of use, extensive functional scope, multilevel and multiuser online access, automated data import from files provided by accounting software packages as well as clear data presentation. The system has been developed in cooperation with the Experts of the University of Economics in Katowice.

Target users


Monitor the financial situation of your company. Prepare financial reports for shareholders, supervisory board members, partners, contractors and banks.

Accounting offices

Extend the services of your accounting office. Monitor the financial situation of your clients’ companies and provide them the access to up-to-date reports.

Financial advisors

Introduce innovations to the services you provide to the clients. Analyse, comment, advise, prepare reports and share them online with your clients.

System features

Extensive scope of analysis

The scope of the system covers: general performance ratios, liquidity ratios, debt management ratios, efficiency ratios, profitability ratios, balance sheet and profit and loss statement percentage composition as well as dynamics analysis.

Data import from files

The system is ready for the automatic creation of financial analysis. It allows for balance sheet and profit and loss statement data import from files generated by Symfonia and Comarch Optima accounting software packages. It accepts *.pdf and *.xls files.

Reports in the system

The system allows for the design of analysis scope, the definition of graphs’ settings, as well as results commenting and reports configuration. The reports can be shared online with selected users. They can be accessed anytime and using any device.

Work on multiple accounts

By default, each user has access to a single account. If needed, he can create a new account or gain access to some other existing account. The work on multiple accounts does not require re-logging.

Multiuser access

The system allows the definition of access permissions for co-workers, shareholders, stakeholders, partners and clients. The access can be granted at any time and for user-selected scope of data.

Multilevel access

The system allows to differentiate the access permissions for the account's users and to differentiate the permissions to manage the account and data. The permissions can be changed anytime.

Template settings

It allows to adjust the system to own, individual needs. Templates include graphs shown for the analysis. They also include setting of the scope and content of the reports. The templates can be saved in the system. Each new report will be compliant with the current template.

User-defined ratios

System offers a group of basic and additional ratios available straight away after registering the account. The scope of the analysis may be extended by defining own ratios and adding them to the reports.

Intuitive help system

The context help, containing the description of the functions and possible actions is always available at the right-hand side of the screen. The tooltips describing financial ratios contain the definition, formula and interpretation of the results.