Thomson Reuters

Financial Analysis CS is a software toolkit that lets you quickly and easily analyze client financial data, benchmark your clients' business performance, and produce detailed client reports.

Supports robust benchmarking, allowing you to compare your clients against similar businesses or industry standards.

Financial Analysis CS is part of the CS Professional Suite and fully integrates with other suite applications.

This value-added analysis tool for client service lets you strengthen client relationships, encourage firm activity, and ultimately increase overall profitability.

With Financial Analysis CS, you can:

• Analyze your clients' financial position in three ways: across multiple years, in the context of similar organizations, and in comparison to industry standards.
• Strengthen client relationships and increase overall profitability by offering custom-tailored advisory services with no additional effort.
• Cut data-entry time by seamlessly transfering client demographic and financial data from Write-Up CS or Trial Balance CS to Financial Analysis CS.
• Help your clients make informed business decisions by producing detailed financial reports¿quickly, easily, and without spending time manually formatting data.

Why choose Financial Analysis CS?

• A flexible and versatile analytical toolkit, Financial Analysis CS includes many features that make it easy to review, analyze, compare, and report on clients' financial performance.
• Using data from the Risk Management Association (RMA®), the leading provider of financial services industry information, you can use RMA Annual Statement Studies® to produce custom comparisons with your clients' peer businesses.
• Advise both small and large clients, as well as niche clients in similar businesses (e.g., doctors, restaurants), by offering a variety of options for analysis and comparison (e.g., current ratio, revenue per customer, operating or production costs, and more).

Client data analysis:

• Review, analyze, and compare clients' financial data.
• Track material changes in client balances to fulfill audit requirements.
• Provide aggregated financial indicators of peers or industry standards to show clients how their businesses measure up.
• Compare your client's data against industry benchmarks provided by RMA and with other organizations in their industry or region with the new Data Exchange module.
• Add user-defined categories that can be used to track and compare specific balances for clients in a particular industry, or to create custom ratios (e.g., break down sales into food and beverage sales in the restaurant industry).
• Use graphs and conditional text for ratios to make financials easier for clients to understand.
• Seamlessly transfer client demographic and financial data from Write-Up CS orTrial Balance CS to Financial Analysis CS -- no data entry required.
• Save time by instantly accessing important information in a single customizable view with the new client and firm dashboards. 

Client Report Design and Production:

• View data formats in real time while formatting reports¿what you see is what you get.
• Report on more than 35 predefined ratios, including current ratio, inventory turnover, and percent rate of return on equity.
• Save time by creating reusable report "profiles" that can be used for all clients.
• Create PDF copies of reports and email them directly to clients in seconds.
• Print reports directly to Engagement CS for comprehensive engagement management and to FileCabinet CS for effortless paperless processing.

Thomson Tax & Accounting products are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.

While our products may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve.

We recommend workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.

For a complete listing of systems requirements for the CS Professional Suite, click here.