Sense-Check Financials

Roll up financials to quarter, half-year or year end and sense-check them with totals, ranges and a heat map.

Applications

Investment

  • Roll monthly model outputs up to annual figures for the IC.
  • Spot anomalies in management's forecast quickly.

Credit

  • Align model periods to covenant test dates.
  • Sense-check quarterly figures before a covenant test.

Valuation

  • Roll forecasts to the year end used in the valuation.
  • Spot outliers in the forecast before valuing it.
To
Quarterly, half-yearly or yearly.
By
Sum, mean, minimum, maximum, range, first or last.
Half Year End
Mar/Sep or Jun/Dec.
Full Year End
Mar, Jun, Sep or Dec.
Heatmap Style
Toggle on to shade the results and spot trends, outliers and errors.
Data Input
One or more rows and columns of data.
Learn the basics in 5 minutes with our Quick Start Guide. To make the most of Fontics, check out our Tips & Tricks.