Our models are custom developed according to your needs
Personal finances (budget, wealth and investments)
Financial management and smart monthly budgets, automatically developed and adapted according to your expenses:
✔️ Entry of expenses on Excel Mobile
✔️ Monthly family budget
✔️ Evolution of wealth according to expenses
✔️ Calculation of income and wealth taxes
✔️ Monitoring of investments (securities, shares, funds) in real time with decision-making tool (purchases / sales
Mobile personal budget
Entering expenses on the move (cash or Twint) in a suitable file on Excel Mobile
The current balances of all your budget items!
✔️ Link to the monthly personal and family budget or a financial management mandate (adaptation included)
✔️ Import into one of the defined budget sources (cash, post, bank)
✔️ Indication of the balance (with Fortune module)
✔️ Indication of the remaining monthly budget of each position with colored representation of the balance
✔️ Budget and wealth graphs (with Fortune module)
✔️ Single or multi-user (entries on several mobile budgets with common or separate cash accounts)
Cash Flow: Automated monthly cash flow statement, direct method
Comprehensive and fully automated VBA solution for presenting different reports from the export of the accounting journal
✔️ Monthly financing table (cash flow) according to the direct method generated automatically
✔️ Exact movements of the past and forecasts for all reports:
- Balance sheet, Monthly result, Financing table, Daily liquidity
✔️ Identification of trends and lack of liquidity
✔️ Integration of transients with annual forecasts
Analytical accounting and automated monthly reporting
✔️ Reporting, analysis, budgetary and forecast control tools
✔️ Customized and scalable design thanks to the separation of data - calculations - results
✔️ Adapts to data exported from your ERP
✔️ Instant results after copying the data
✔️ Control of inconsistencies in the results
✔️ Management of structural modifications facilitated by macros