CASH Insight. Analyze Intelligently!

CASH Insight is a simple to use and yet uniquely flexible financial analysis tool enabling analysts and lenders the ability to analyze the financial capacity of businesses, individuals and relationships (as comprised of borrowers and guarantors). Spreading and analyzing business and personal financial statements and tax returns have never been easier.

As a fully scalable enterprise solution, CASH Insight offers the ability for groups of users to share data and analysis regardless of where they’re located. Supporting the most diverse business structures is a breeze utilizing the CASH Insight virtual organizational security model. And the data is always maintained within a relational database located within the client’s organization.

CASH Insight works seamlessly with Microsoft Office® products like Excel, Word, Access and Outlook to leverage and extend each user’s desktop applications skills and experience. So incorporating data and analysis in credit memos, business development proposals, credit reviews and more is a snap.

Features

CASH Insight provides a comprehensive set of industry specific charts of accounts and analysis for use in analyzing the historical, peer comparative, pro-forma and projected financial capacity of virtually any business. Add to that the ability to analyze personal financial statements and tax returns as well as the ability to analyze relationship financial capacity and you have a truly compelling analytical solution.

CASH Insight offers powerful yet simple to use projections capabilities enabling lenders the opportunity to assess a borrower’s financial capacities over anticipated loan terms. And historical loan covenants are automatically tracked and reported over the projection term.
Users can easily create custom analysis, reports and industry specific templates for use by themselves and other users within their workgroup. CASH Insight also has extraordinary reporting options that provide the ability for lenders and analysts to share data and analysis with non-Insight users in all popular formats.

CASH Insight business and personal tax analysis modules provide a simple to use framework that assures consistent analysis from year-to-year, deal-to-deal and lender-to-lender. And, as tax laws change, Insight is updated regularly to reflect current personal and business tax forms and schedules.

Data and analysis from CASH Insight are available to all other CASH Suite™ programs. Data entered once is available everywhere. Imagine financial data and analysis driving risk assessments and loan grading using CASH Reward™. And risk ratings and loan grades driving risk-based loan pricing using CASH Profit™. And the ability to manage the portfolio using data entered and analyzed within the CASH Suite using CASH GlobalView™.