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Financial spreading from your home office

Posted by Cody Putre | Mar 31, 2020 11:53:44 AM

Right now a lot of people are facing the challenges of working from home. For lenders this goes beyond the normal challenges of a full house of children, pets, and distractions. Monitoring a portfolio and performing credit analysis for new deals can be exceptionally painful without the usual workstation setup consisting of multiple monitors and ample screen space to access critical applications.

I want to share how you can work on a single screen, even a laptop screen, to spread financial statements in just a couple of minutes in Fincura. You’ll also see how fast it is to get data out of reported income statements, balance sheets, and tax returns, and your relevant risk metrics and ratios automatically calculated compared to manually entering all of that data into Excel or spreading databases.

Check out the video and feel free to reach out to me if you have any questions.

Cody spread from home FINAL


Topics: video, articles, technology

Written by Cody Putre

Co-Founder and COO