Archive the presentation and create the PDF - User Manual

1. Index of contents of the Manual
2. Discover Leanus
- 2.1. Leanus for Banks
- 2.2. Leanus for Professionals
- 2.3. Leanus for CFOs
- 2.4. Leanus for Transfer Pricing
- 2.5. Business case
- 2.6. Contents Training dedicated to customers
- 2.7. The new features
3. First login?
- 3.1. Recover the password
- 3.2. Business Search (What are you looking for)
- 3.3. The Public Area and the Reserved Area
- 3.4. Top up credits for pay-per-use services
- 3.5. Upgrade to Premium Profile
- 3.6. Cookies management
- 3.7. Display issues (add-block)
- 3.8. Problems with Excel
- 3.9. Profile Management / Change Password
- 3.10. Step by step budget analysis
- 3.11. Glossary
- 3.12. Frequently Asked Questions (FAQ) – First Time Login
- 3.13. PDF Download Functions
4. "SAVE TIME" functions
- 4.1. Business search in the Leanus DB
- 4.2. Information icons and warnings
- 4.3. The multifunction wheel
- 4.4. Data Quality and Control Balancing Reclassification
- 4.5. The Navigator Menu
- 4.6. Download to excel
- 4.7. View the Company Profile Brief
- 4.8. View Ordinary / Consolidated Balance Sheets
- 4.9. Search for news and information with Google
- 4.10. Insert comments and notes
- 4.11. Hide / Show Accounting Periods
- 4.12. Reload a balance that has been overwritten or deleted by mistake
- 4.13. Copy the analyses in the Reserved Area
- 4.14. Delete Personal Data in RESERVED AREA
- 4.15. Delete an Analysis or Group
- 4.16. View and customize reclassification criteria
- 4.17. Upload proprietary balance sheets and accounting situations
- 4.18. Update by entering the accounting data manually
- 4.19. Change the source data
- 4.20. Insert your logo in presentations
- 4.21. Create an Alias / anonymize
- 4.22. Update the Personal Data / correct the tax code
- 4.23. View the same menu or analysis for different companies
- 4.24. Unit of measurement correction
5. First page after log-in
- 5.1. Frequently Asked Questions (FAQ) – First page after logging in
6. Buy Documents (Menu)
- 6.1. Chamber Services
- 6.2. Submenu: Negative Event Control
- 6.3. Submenu: Cadastral Services
- 6.4. Submenu: International Registers
- 6.5. Submenu: Search History
- 6.6. Submenu: Variation Monitoring
- 6.7. Commercial Dossier
- 6.8. Submenu: Personalized dossier
- 6.9. Frequently Asked Questions (FAQ) – Buy Documents
7. Process Analysis (Menu)
- 7.1. Filter Personal Data
- 7.2. +Load Balance Sheets. Import Balance Sheets and Accounting Situations
- 7.3. + Search List of Tax Codes via Excel
- 7.4. Processing history
8. Home – Business Analysis Summary
- 8.1. Frequently Asked Questions (FAQ) – Home
9. Source and Reclassification
- 9.1. View reclassification
- 9.2. Squaring checks and anomaly management
- 9.3. Customize the reclassifications
- 9.4. Reclassification – Management of the ± sign
- 9.5. Reclassify the asterisked entries “other inputs for statistics”
- 9.6. Management of adjustments
- 9.7. Cancel all adjustments and customizations
- 9.8. Archive / Retrieve custom reclassification criteria
- 9.9. Manual corrections of the data source
- 9.10. Info: Standard management reclassification (default)
- 9.11. Include in PFN items of other debts
- 9.12. Advanced adjustments with description and calculation of totals
  - 9.12.1. Leasing management (IFRS16). Examples of Adjustment Procedures
- 9.13. Analysis by Profit Center or by Business Unit
- 9.14. Reclassification on a civil law basis
- 9.15. Submenu: Detailed diagrams
- 9.16. Frequently Asked Questions (FAQ) – Source and Reclassification
10. Budget analysis
- 10.1. Submenu: Economic and Financial Summary
  - 10.1.1. Submenu: EBITDA NFP summary / analysis
- 10.2. Submenu: Income Statement (Classic)
- 10.3. Procedure: Classic Income Statement Reclassification
- 10.4. Submenu: Income Statement (Management)
- 10.5. Submenu: Balance Sheet (Sources-Uses)
- 10.6. Submenu: Balance Sheet (for Liquidity)
- 10.7. Submenu: Balance Sheet (Abbreviated Financial Statements)
- 10.8. Submenu: Cash Flow Statement
- 10.9. Submenu: OIC Cash Flow Statement
- 10.10. Submenu: Normalized Civil Scheme
- 10.11. Stress Test
- 10.12. Submenu: Balance Sheet Indices
- 10.13. Submenu: Bankability Indices (DSCR)
- 10.14. Submenu: LOM Corporate indicators
- 10.15. Submenu: Company Evaluation
- 10.16. Submenu: Break-Even, Safety Margin, Financial Leverage, Fixed Cost Multiplier
- 10.17. Procedure: Extend the analysis to 10 years and beyond
- 10.18. Submenu: AQR scheme 1
- 10.19. Development of the Crisis Code
- 10.20. Frequently Asked Questions (FAQ) - Financial Statement Analysis
11. Other Custom Schemes
- 11.1. Custom AQR1 Scheme
- 11.2. Custom CRF scheme
- 11.3. Custom Bank Scheme
- 11.4. Custom Bank Corporate Scheme
- 11.5. Custom Confidi Scheme
- 11.6. Custom AQR 2 Scheme
- 11.7. Submenu: Financial flows and NCCs
- 11.8. Frequently Asked Questions (FAQ) – Other Schemes
12. Last Period Evaluation
- 12.1. Submenu: Risk profile
- 12.2. Submenu: Leanus Score
- 12.3. Info: Calculation of MCC Guarantee Fund Rating
- 12.4. Central Risk Processing
- 12.5. Submenu: Process Central Credit Register (CR)
- 12.6. Submenu: Debt capacity and Recommended credit line
- 12.7. Submenu: Crisis Code: Sectoral KPI and Warning Systems Dashboard
- 12.8. Submenu: General KPIs and Objectives
- 12.9. Info: DSCR calculation and bankability indices
- 12.10. Menu: Liquidation Balance Sheet and Bankruptcy Procedures
  - 12.10.1. Frequently Asked Questions (FAQ) – Clearance
- 12.11. Frequently Asked Questions (FAQ) - Evaluation Last Period
13. Benchmark
- 13.1. Procedure: Associate Companies / Choose Benchmarks
- 13.2. Customers - Suppliers Association
- 13.3. How to: Find Benchmark Firms
- 13.4. EBITDA NFP summary for the Benchmark
- 13.5. Frequently Asked Questions (FAQ) – Benchmark
14. Business Plan
- 14.1. Inserting Assumptions into the Business Plan
- 14.2. Reset the hypotheses previously entered
- 14.3. Entering the income statement assumptions into the BP
- 14.4. Enter the assumptions relating to financial charges
- 14.5. Enter the assumptions relating to the cost of personnel and the number of employees
- 14.6. Enter the hypotheses relating to the Inventory Changes
- 14.7. Devaluation Management
- 14.8. Inertial or automatic Business Plan
- 14.9. Monthly Business Plan
- 14.10. from Monthly Business Plan to Cumulative
- 14.11. Business plans for startups
- 14.12. Business Plan for Business Unit or Product Family
- 14.13. Compare the Business Plan with the Performance Data
- 14.14. Compare two or more business plans
- 14.15. Loading Client Business Plan Data into Historical Analysis
- 14.16. Develop a business plan for 10 years or more
- 14.17. Save and historicize simulations
- 14.18. Add Remove Annuity to Business Plan
- 14.19. Manually edit historical data
- 14.20. Merge business plan periods with historical data
- 14.21. EBITDA NFP summary on Business Plan data
- 14.22. Examples of simulations on real cases
- 14.23. Business Plan Digital Course
- 14.24. Frequently Asked Questions (FAQ) – Business Plan
15. Presentations
- 15.1. Business Information Report
  - 15.1.1. Corporate structure (Beneficial Owner)
- 15.2. Leanus Commented Report
- 15.3. Report on Adequate Assets
- 15.4. Management report
- 15.5. Business Plan Report
- 15.6. Develop a Basic Presentation
- 15.7. Develop an In-depth Presentation
- 15.8. Create a personalized presentation
- 15.9. Archive the presentation and create the PDF
- 15.10. Add custom slides
- 15.11. Insert comments on the slides
- 15.12. Frequently Asked Questions (FAQ) – Presentations
16. Search with Filters
- 16.1. Search Companies by Filters
- 16.2. Search for companies via list of tax codes
- 16.3. Search criteria saving / retrieval
- 16.4. Calculate the totals of a balance sheet item for a group of companies
- 16.5. Info: Ateco code list
- 16.6. Info: List of SAE / RAE codes
- 16.7. Info: List of SIC codes
- 16.8. Info: List of NACE Codes
- 16.9. Frequently Asked Questions (FAQ) – Search with Filters
17. Group Analysis
- 17.1. Group List View
- 17.2. Create a group of companies selected through the Filters
- 17.3. Create a Group of companies selected by name
- 17.4. Create a group by adding/deleting individual businesses
- 17.5. Edit / Update a group
- 17.6. Rename a business group
- 17.7. Delete a business group
- 17.8. Search for the analysis of a previously created group
- 17.9. Duplicate a group
- 17.10. Methods to transfer a group to the Reserved Area
- 17.11. Aggregate two or more Business Plans
- 17.12. Batch uploads and searches
- 17.13. Group Creation Methodology
- 17.14. Frequently Asked Questions (FAQ) – Group Analysis
18. Portfolio analysis
- 18.1. Frequently Asked Questions (FAQ) – Portfolio analysis
19. FIDI pre-investigation - Guided collection of qualitative information
20. Web Services
- 20.1. Frequently Asked Questions (FAQ) – Web Services
21. Leanus Training
- 21.1. Download Area
22. Conferences and Events
- 22.1. Ferrara: Comparison between Banks – Local Businesses and Professionals
- 22.2. From the analysis of the accounting situation to prospective stress tests
- 22.3. How to prepare the Risk Center and include it in the Periodic Report required by the Adequate Structures
- 22.4. How to prepare and present the periodic report required by the Adequate Organizational Structures
- 22.5. Revolutionizing Credit Assessment with Artificial Intelligence
- 22.6. Richmond Finance Director Forum – March 2025
- 22.7. Richmond Finance Forum 2024
- 22.8. Leanus meets the Banks – the Companies – the Professionals of: BOLOGNA
- 22.9. The Business System of the Province of Genoa
- 22.10. Leanus meets the Banks – the Companies – the Professionals of: BOLZANO
- 22.11. Leanus meets the Banks – the Companies – the Professionals of: TRENTO
- 22.12. Leanus meets the Banks – Companies – Professionals of PUGLIA
- 22.13. Leanus meets the Banks – the Companies – the Professionals of: VICENZA
- 22.14. Leanus meets the Banks – the Companies – the Professionals of: CUNEO
- 22.15. Leanus meets the Banks – the Companies – the Professionals of: PADUA
- 22.16. Leanus meets the Banks – the Companies – the Professionals of: MONZA
- 22.17. Leanus meets the Banks – the Companies – the Professionals of: BERGAMO
- 22.18. Engine Italy – Lombardy – November 2025
- 22.19. Motor Italy – Veneto – October 2025
- 22.20. Engine Italy – Tuscany – September 2025
- 22.21. Engine Italy – Puglia – June 2025
- 22.22. Engine Italy – Emilia Romagna – March 2025
- 22.23. Engine Italy National – March 2025
- 22.24. Motor Italy – Lombardy – December 2024
- 22.25. Engine Italy – Campania – November 2024
- 22.26. Engine Italy Puglia Horizons 2024 – November 2024
- 22.27. Engine Italy – Liguria – October 2024
- 22.28. Engine Italy – Tuscany – September 2024
- 22.29. Motor Italy – Sicily – July 2024
- 22.30. Motor Italy – Marche – June 2024
- 22.31. Engine Italy – Veneto – May 2024
- 22.32. Motor Italy – Emilia Romagna – April 2024
- 22.33. Motor Italy – Piedmont – March 2024
- 22.34. Motor Italy – Lombardy – December 2023
- 22.35. Motor Italy – Tuscany – November 2023
- 22.36. Motore Italia – Lower Piedmont – October 2023
- 22.37. Motore Italia – Liguria – September 2023
- 22.38. Engine Italy - Emilia Romagna - July 2023
- 22.39. Engine Italy – Sicily – June 2023
- 22.40. Engine Italy – Veneto – April 2023
- 22.41. Conference: Motor Italy - Friuli - Venezia Giulia - March 2023
- 22.42. Conference: Motor Italy - Upper Piedmont - March 2023
- 22.43. Conference: Motor Italy - Milano Finanza - November 2022
- 22.44. Motor Italy Conference - Tuscany Edition 2022
- 22.45. Conference: Motor Italy - Sicily Edition 2022
- 22.46. Conference: Motor Italy - Veneto 2022 Edition
- 22.47. Conference: Motor Italy - Emilia-Romagna 2022 Edition
- 22.48. Conference: Motor Italy - Friuli - Venezia Giulia Edition
- 22.49. Conference: Motor Italy - Milano Finanza - November 2021
- 22.50. Conference: Motor Italy - Piedmont Edition - November 2021
- 22.51. Conference: Motor Italy - Veneto Edition - June 2021
- 22.52. Conference: Motor Italy - Emilia-Romagna Edition - April 2021
- 22.53. Conference: Motor Italy - Milano Finanza - December 2020
- 22.54. Conference: Motor Italy - Milan Finance 2019
- 22.55. Conference: Motor Italy - Milan Finance 2018
- 22.56. The Business Crisis and Insolvency Code
- 22.57. ConfiRes – 18th Edition
- 22.58. ConfiRes – 17th Edition
- 22.59. NPL&UTP 2022 – October 2022
- 22.60. Capital for growth – September 2020
- 22.61. NPL-Credit Risk – September 2020
- 22.62. TMA Italy National Conference
- 22.63. The impact of Fintech on the real economy – October 2019
- 22.64. Conference: Private Equity - Banks - Companies - Entrepreneurs
- 22.65. I agree: Confprofessioni 2017
- 22.66. Conference: The credit process between regulatory constraints and commercial opportunities
- 22.67. BEYOND Corporate Finance – 2018
- 22.68. “BEYOND” the Corporate Finance
23. Study Center
- 23.1. AI-Based Credit Assessment
- 23.2. Traditional banks resist the challenge of Fintech
- 23.3. Financial statements 2020
- 23.4. The new default definition
- 23.5. Agreed 2019/20
- 23.6. FinTechs to the test of COVID-19
- 23.7. Observatory on the financial statements of Srl - Trend 2016-2018
- 23.8. Info: Alert Systems and Asset Quality Review (AQR)
  - 23.8.1. Info: The early signs of the corporate crisis
  - 23.8.2. Info: Crisis. One in four companies is healthy again
- 23.9. Info: Market Watch PMI - Banca IFIS
- 23.10. Info: Watch out for the rating
- 23.11. Info: Compare the cost structure with your benchmark
- 23.12. Info: The plague of late payments
- 23.13. Info: Average collection times by region (2017)
- 23.14. Info: Pay attention to the NFP / EBITDA ratio
- 23.15. Info: Guide to budget analysis
- 23.16. Info: Ordinary, Abbreviated, Consolidated statutory financial statements
- 23.17. Cerved PMI report 2019
- 23.18. Info: How to evaluate the quality of financial statements
- 23.19. Info: There are 5.100 SMEs at NPL risk
- 23.20. Info: The Startup only makes the consultant rich
- 23.21. Info: Renovations. Out of the tunnel of the crisis (or almost)
- 23.22. Info: The contribution of firms to GDP
- 23.23. Info: The Leanus articles in the new Belpietro newspaper
- 23.24. Coronavirus. The list of companies of the municipalities of the red zone
- 23.25. Pharmacy Sector – Ateco 47.73.1
- 23.26. ESG – Sustainability Dialogues between Banks and Businesses (MEF)
24. Contacts
- 24.1. System Status
- 24.2. Frequently Asked Questions (FAQ) – New Customer?
25. L'IMPRENDiTORE srl and the Leanus Team
26. Collaborate with us

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To process, archive presentations and create PDF:

Log in to Leanus
Ricercare the company you want to analyze
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15.10. Add custom slides

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