Manage your finances efficiently by automating financial analysis

TRY IT NOW ▶︎

New analysis

The basis of creation of a financial analysis report is base data in the form of balance sheet and profit and loss statement files, as well as additional information.

Report creation is performed according to the following steps:

You can continue if the data is correct, or, if you need to make some adjustments, you can do that using the Edit data button. After correcting the data, press Next to save the changes.

  • Select the means of entering data.
    eanaliza.pl system allows to manually enter or import the data from the files generated by the accounting packages Symfonia and Comarch Optima in the following formats: *.pdf, *.xls(x). You can also use the templates of balance sheet or profit and loss statement files in the *.xls format available in the eanaliza.pl system
  • Import balance sheet or profit and loss statement files.
    Using the BROWSE buttons will open a dialog window through which you can select a data file. Data files can be also selected using drag-and-drop method. You have to select a location of a balance sheet, as well as profit and loss statement file.
    This step is omitted if you manually enter the data.
  • Name and periods of the analysis.
    You have to specify:
    • Name of the analysis - name must be unique.
    • Assignment of an analysis to client - it will make it easier to sort and filter the RESULTS view. It will also allow to assign the analysis to the users having the permissions to provide services for this client
    • Name of the periods – it is automatically read by the system during the data import from files. The final names of the periods will be determined after giving their definition.
    • Period definition – it includes selection of the year and the number of months, based on which the length and final name of the period is automatically determined. Period definition affects the ordering of periods, while the length is taken into account when calculating financial ratios.
    • Periods attached to the analysis - normally, all periods are selected.
  • Confirm the analytical profit and loss statement data.

Enter the profit and loss statement data in case of manual edition.

If data is being imported, it should be checked for errors. You can continue if the data is correct, or, if you need to make some adjustments, you can do that using the Edit data button. After correcting the data, press Next to save the changes.

  • Confirm the analytical balance sheet data.

Enter the balance sheet data in case of manual edition.

If data is being imported, it should be checked for errors. You can continue if the data is correct, or, if you need to make some adjustments, you can do that using the Edit data button. After correcting the data, press Next to save the changes.

  • Enter additional information.
    Enter all the data regarding long-term and short-term loans in particular periods.
  • Analysis results.
    Final information regarding calculations performed in eanaliza.pl system.

ACTIONS:

  • Next – allows to move to another step of analysis creation. Using this option after the edition of balance sheet or profit and loss statement data saves it and opens a different page.
  • Back – allows to return to the previous step of analysis creation.
  • Add period - option available during the manual entering of the data. Allows to add a new period to the analysis.
  • Edit data – allows to edit the imported data for balance sheet or profit and loss statement files.
  • Calculate – calculates the ratios based on the provided information.
  • Go to results – allows to move to the list of performed analysis.

Get ahead of the others and automate your financial analysis

By introducing financial analysis and permanent financial monitoring of companies into your offer, you go ahead with market demands.

TRY IT FOR FREE ▶︎

PL / EN