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  • Balance Sheet

    Basic description The Balance Sheets shows the assets and liabilities of the business. It summarises the financial health of a company, showing how it is funded and what it has done with that fundi...

  • Asset Composition

    Basic description The Asset Composition report is the asset & loan mix, it shows how earning and non-earning assets are made up in terms of a percentage of total assets. The report displays a break...

  • Source of Funds

    Basic description The money required to make a business function is known as business funds. Sources of funds are used in activities of the business. They are classified based on time period, owner...

  • Income Statement

    Basic description An income statement or profit and loss account is one of the financial statements of a company and shows the company’s revenues and expenses during a particular period. Uses The I...

  • Sustainability Modelling

    Basic description The sustainability modelling allows us to create a forecast for the next 5 years. The default ratio is set on the last financial year. By adjusting the parameters(see sample pictu...

  • Capital Adequacy Trends

    Basic description Capital Adequacy Ratio is the ratio of a credit union’s capital to its risk. National regulators track the Capital Adequacy Ratio to ensure that it can absorb a reasonable amount ...

  • Leading Indicators

    Basic description Leading Indicator is a type of measurement used when assessing performance in a business. A leading indicator is a predictive measurement. Uses A leading indicator can influence c...

  • Lagging Indicators

    Basic description A Lagging Indicator is a type of measurements used when assessing performance in a business. A lagging indicator is an output measurement. Uses A lagging indicator can only record...

  • Expense Analysis

    Basic description An operating expense is an ongoing expense a business incurs through its normal business operations. Operating expenses include rent and premises costs, office operation costs, tr...

  • Productivity

    Basic description The Productivity Analysis report displays a breakdown of indicators per full time employee such as income and expense indicators. The efficiency ratio can be analysed in line with...