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Procedure: Delete Personal Data from List

Menu: Search with Filters » Procedure: Delete Registry from List

Request Demo Is it possible to delete one's personal data and associated analyses? YES. It is possible to delete them one year after creation. How do you identify the records that can be deleted? From the “Process Analysis /…” menu

Registry update / tax code correction

"TIME SAVING" functions » Personal data update / tax code correction

Request Demo Update the personal data / correct the tax code In the Data/Registry Company Menu it is possible to manage the personal data information, correct the tax code and update the personal data with the data present in the register...

Menu: + Load Financial Statements (data present in the DB)

+ Upload financial statements Formats that cannot be digitized » Menu: + Upload financial statements (data present in the DB)

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

The Public Area and the Reserved Area

First login? »The Public Area and the Reserved Area

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description If required by the configuration, Leanus provides a PUBLIC AREA, accessible by users in read-only mode, and an AREA…

Portfolio analysis

Portfolio analysis

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | The problem: Analyze a list of CFs in the shortest time possible starting from a list in Excel Recurring problems: The Excel…

Procedure: Upgrade to Premium Profile

First login? »How to: Upgrade to Premium Profile

Request Demo Is it possible to unlock all Leanus functions during the testing phase? YES. At any time, after registering as a FREE TRIAL user, you can upgrade to the Leanus Premium profile. What is it about…

L'IMPRENDiTORE srl and the Leanus Team

L'IMPRENDiTORE srl and the Leanus Team

Request Demo Prof. Vincenzo Perrone - Co-Founder Ordinary Profile of Business Organization at L. Bocconi University, Member of the board of Natuzzi SpA, Aviva Italia Holding, EGEA Bocconi. Member of the ODV Esselunga SpA In the past it was ...

Procedure: Search for the analysis of a previously created group

Menu: Analysis Groups »Procedure: Search for the analysis of a previously created group

Request Demo Search for the analysis of a previously created group Groups can be searched either through the Group List menu or through the search box

Procedure: Extend the analysis to 10 years and beyond

Menu: Budget analysis »Procedure: Extend the analysis to 10 years and beyond

Request Demo Extend the analysis to 10 years and beyond The procedure allows you to extend the annuities even beyond 10. To extend the annuities to the desired number Access Leanus Identify the company you intend ...

Coronavirus. The list of companies of the municipalities of the red zone

Study Center »Coronavirus. The list of companies of the municipalities of the red zone

Free Trial To view the details of individual companies it is necessary to activate the Premium profile: www.leanus.it Situation as of 01 March 2020

Function: View and customize reclassification criteria

“SAVE TIME” functions » Function: View and customize the reclassification criteria

Request Demo View and customize the reclassification criteria It is always possible to view and customize the reclassification criteria processed automatically. By clicking on each item of the Income Statement, Balance Sheet and Statement…

+ Load financial statements – free form (L2 Model)

+ Upload financial statements in non-digitizable formats » + Upload financial statements – free form (L2 model)

Request Demo After filling out the L2 form as described: Log in to Leanus and go to the RESERVED AREA if required by your profile Go to *Process Analysis / +Load Financial Statements and Accounting Situations in any format Click on Select a File to select…

"SAVE TIME" functions

"SAVE TIME" functions

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description Leanus provides a series of features that allow you to eliminate the working time dedicated to operations…

+Upload Accounting statements Omnia Zucchetti

+ Upload Financial Statements (automatic reclassification) » +Upload Accounting Situations Omnia Zucchetti

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | The procedure described below allows you to upload financial statements and accounting situations NOT yet available in the Official Registry of…

How to: Join Business Plan Periods to Historical Data

Menu: Business Plan » How to: Merge business plan periods with historical data

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Frequently Asked Questions (FAQ) – Portfolio analysis

Portfolio analysis » Frequently asked questions (FAQ) – Portfolio analysis

Is it possible to modify the fields of the input Excel file? Yes. The entire analysis model, dedicated to Corporate Customers, can be fully parameterized on specific needs. It is possible to modify the fields displayed in…

Frequently Asked Questions (FAQ) – First page after logging in

Front page after logging in » Frequently Asked Questions (FAQ) – Front page after logging in

Request Demo I didn't find the Enterprise analysis I was looking for. If you are sure that you have entered the name or tax code correctly: Go to Process Analysis/Upload Financial Statements Select "Other Suppliers" and carry out the…

Info: List of NACE Codes

Menu: Search with Filters »Info: List of NACE Codes

Request Demo In which Leanus menu can I find information on NACE codes? Information relating to sectoral codes can be found: In the registry of the individual company. After identifying the company, click on View Master Data ...

Info: List of SIC codes

Menu: Search with Filters »Info: List of SIC codes

Request Demo In which Leanus menu can I find information relating to SIC codes? Information relating to sectoral codes can be found: In the registry of the individual company. After identifying the company, click on View Master Data ...

Submenu: Balance Sheet (Sources-Uses)

Menu: Financial statement analysis » Submenu: Balance sheet (Sources-Uses)

Request Demo Sources-Uses Balance Sheet The Sources-Uses Balance Sheet together with CE Gestionale constitute the Primary Reclassification Schemes Numerical Analysis Balance Sheet Source-Uses From the SP Sources Employment Scheme is ...

Submenu: Income Statement (Management)

Menu: Financial statement analysis » Submenu: Income statement (Management)

Request Demo Income Statement (Management) The Management Income Statement, together with the SP Sources of uses constitute the Primary Reclassification Schemes Numerical Analysis From the Management CE Scheme it is possible to: View the Management CE…

Info: List of SAE / RAE codes

Menu: Search with Filters »Info: List of SAE / RAE codes

Request Demo In which Leanus menu can I find information relating to SAE / RAE codes? Information relating to sectoral codes can be found: In the registry of the individual company. After identifying the company, click on View ...

Procedure: Saving / Retrieving search criteria

Menu: Search with Filters »Procedure: Save / Retrieve search criteria

Request Demo Saving/Recovering search criteria After selecting the search criteria in the Process Analysis / Filter Personal Data menu, it is possible to save the selection criteria and possibly recall them later. Then you can…

Web Services

Web Services

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Web Services Web Services are a technology used to allow the exchange of data and information between different platforms…

Info: Ateco code list

Menu: Search with Filters »Info: Ateco code list

Request Demo Is it possible to view the sector codes relating to a company or to search using filters? Leanus allows you to carry out sophisticated searches on the DB of Italian companies by searching not only by Ateco code, parts of it or ...

Search by Roles for Physical and Legal Persons

The new features » Search by Roles Natural and Legal Persons

The “Search with Filters” menu has been further enhanced with the introduction of the Search by Roles of Natural and Legal Persons. It is possible, for example, to enter the Tax Code of a person and identify all the companies in which…

FIDI pre-investigation - Guided collection of qualitative information

FIDI pre-investigation - Guided collection of qualitative information

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Management of the Credit process THE PROBLEM: Managing the interview with the Customer and Collecting qualitative-quantitative information…

PDF Download Functions

First login? » Download PDF Functions

Download PDF Functions Search by Role - Natural and Legal Persons (Menu: Process Analysis/Filter Personal Data) Download the FIDI Pre-Application Information Sheet here - Guided Collection of Qualitative Information Download the PDF here

Business search in the Leanus DB

“SAVE TIME” functions » Company Search in the Leanus DB

Request Demo How to search for a company To search for a company with Leanus you can use either: the Name (or part of it) the Nace Code the Fiscal Code / VAT number (or part of it) the Free search address ...

Procedure: Search Companies through filters

Menu: Search with Filters » Procedure: Search Companies through filters

Search through filters on DB Companies This module allows you to search the entire Leanus database using filters on the master data and accounting data at the same time. Go to Process Analysis/Filter Master Data Enter the criteria…

NPL-Credit Risk – September 2020

Events Calendar » Past Events » NPL-Credit Risk – September 2020

NPL-Credit Risk NPL-CREDIT RISK is the title of the interesting discussion organized by FORUM BANCA on 23 and 24 September 2020 and in which we took stock of which technologies banks are adopting to strengthen evaluation systems.…

Menu: Home – Summary of company analysis

Menu: Home – Summary of company analysis

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description The HOME page provides a general overview of the company's situation and allows you to delve deeper into both…

Motor Italy – Piedmont – March 2024

Events Calendar » Past events » Motore Italia – Piedmont – March 2024

Numbers and Performance of regional SMEs The analysis of data on the resilience of the economic fabric of Piedmont Alessandro Fischetti, Leanus Administrator, was a guest of Motore Italia Piemonte to discuss the regional business system and to…

First login?

First login?

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Is this your first time accessing Leanus? If this is your first time accessing Leanus, follow the steps below. If in doubt, consult the…

+ Upload accounting situations of main suppliers

+ Upload Financial Statements (automatic reclassification) » + Upload Accounting Situations of Main Suppliers

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description Leanus allows you to upload and process PDF financial statements and accounting situations downloaded from the main…

Procedure: Transfer a group to the Reserved Area

Menu: Group Analysis »Procedure: Transfer a group to the Reserved Area

Request Demo Leanus allows you to create a group of companies both in PUBLIC AREA and in RESERVED AREA. To create a group in the RESERVED AREA it is necessary that all the companies included in the group are present in the RESERVED AREA. In the PUBLIC AREA it is possible ...

+Upload financial statements and accounting statements in any format including PDF

+ Upload financial statements (automatic reclassification) » + Upload financial statements and accounting situations in any format including PDF

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Leanus allows you to upload and process balance sheets and accounting situations in real time in any format, even in PDF. Procedure…

Menu: Budget analysis

Menu: Budget analysis

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description The Financial Statement Analysis Menu allows access to all analyzes and processing relating to historical data. For historical data…

+Upload Accounting situation TeamSystem

+ Load Financial Statements (automatic reclassification) » +Load TeamSystem accounting situation

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Click here to view the video Description Leanus allows you to upload and process balance sheets and accounting situations in real time in…

Menu: Process Analysis

Menu: Process Analysis

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description The Process Analysis menu is available in all sections of the software and allows you to start all procedures relating to…

Discover Leanus in 10 steps!

Discover Leanus »Discover Leanus in 10 steps!

Request Demo 10 Functions that save you time 1 - Analyze 100% of companies in real time In addition to searching, by single name or by filters, among over 400.000 constantly updated analyzes present in the proprietary database, ...

+Upload Cebi Cerved accounting statements

+ Upload financial statements (automatic reclassification) » +Upload Cebi Cerved accounting situations

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | The procedure described below allows you to upload financial statements and accounting situations NOT yet available in the Official Registry of…

+Load Balances: Manual Input of Accounting Data on Predefined Schemes

+ Load Financial Statements in non-digitizable formats » +Load Financial Statements: Manual Input of Accounting Data on Predefined Templates

Request Demo Procedure with manual insertion of data on predefined schemes (Civil, Ce.BI etc) The procedure allows you to create a master data to associate a statutory financial statement by manually entering the data on predefined standard schemes After copying ...

+ Upload financial statements in non-digitizable formats

+ Upload financial statements in non-digitizable formats

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | The procedure described below allows you to upload financial statements and accounting situations NOT yet available in the Official Registry of…

Procedure: Business plan for startups

Menu: Business Plan » Procedure: Business plan for startups

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

+Upload accounting situations from Galileo (confidi)

+ Load financial statements (automatic reclassification) » +Load accounting situations from Galileo (confidential accounts)

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | h2. Description Leanus allows you to upload and process balance sheets and accounting situations downloaded from the Galileo management software in real time...

Management of adjustments to the items of Other Receivables and Other Payables of the Business Plan

The new features » Management of adjustments of Other Credits and Other Payables items in the Business Plan

As is the case with Financial Charges and Personnel Costs, it is now possible to manage the adjustments of the items of Other Receivables and Other Payables present in the Balance Sheet of the Business Plan.

Menu: Source and Reclassification

Menu: Source and Reclassification

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Quick Tips (What is important to know to best use Leanus?) The Source is the balance sheet or accounting situation that gives rise to the…

Leanus CORPORATE

Leanus offer »Leanus CORPORATE

Free Trial What is Leanus CORPORATE? Leanus Corporate (multi-user) is the solution dedicated to Banks, large companies and users with sophisticated needs. It is a solution designed and customized on the specific needs of TOP Customers. What is it ...

+ Upload balance sheets (automatic reclassification)

+ Upload balance sheets (automatic reclassification)

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description The “Process Analysis” procedure allows you to create a new budget analysis not present in the archive…

Leanus qualified user certification to use the Business Plan module

Events Calendar » Calendar of upcoming online events » Certification of Leanus qualified user to use the Business Plan module

Leanus qualified user certification for using the Business Plan module Online course to obtain the Leanus qualified user certification for using the Business Plan module Participants will acquire all the best practices…

Info: Watch out for the rating

Centro Studi »Info: Watch out for the rating

Free Trial Download here the complete index of the Leanus manual Rating systems, algorithms for calculating PD, artificial intelligence and in general the automatic tools for assessing creditworthiness are now part of all models of ...

Other qualifying aspects of the Leanus System

Who we address » Other qualifying aspects of the Leanus System

Request Demo Mapping Chart of Accounts Leanus allows the Professional to elaborate and map chart of accounts structures of different accounting software. The mapping is saved in such a way that, starting from subsequent processing, each account and sub-account ...

Frequently Asked Questions (FAQ) – Group Analysis

Menu: Group Analysis » Frequently Asked Questions (FAQ) - Group Analysis

Request Demo What are the criteria by which the STAR, STUCK, RUNNERS, STABLE and TO-INVESTIGATE categories are identified? The main parameters are: • Change in Revenues (on abscissa with main values ​​“0%” and “7%”. • Leanus Score (on ordinate with…

ADEQUATE ORGANIZATIONAL STRUCTURES – From Theory to Practice

Events Calendar » Calendar of upcoming online events » ADEQUATE ORGANIZATIONAL STRUCTURES – From Theory to Practice

ADEQUATE ORGANIZATIONAL STRUCTURES - From Theory to Practice The legislation imposes a complex of activities that require time, skills and analytical skills. During the webinar we will show through real cases: how to detect any imbalances of…

Procedure: Include items of other payables in NFP

Menu: Source and Reclassification »Procedure: Include items of other payables in NFP

Request Demo Include items of other payables in NFP From 18 January 2018, the reclassification form has been further enhanced to easily manage even incomplete accounting statements or items with missing detailed items. When the accounting statement ...

+ Load accounting situations from TeamSystem Gamma Enterprise

+ Load Financial Statements (automatic reclassification) » + Load Accounting Situations from TeamSystem Gamma Enterprise

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description Leanus allows you to upload and process balance sheets and accounting situations in real time in any format, even in PDF. For…

Function: To insert your own logo in presentations

“SAVE TIME” functions »Function: Insert your own logo into presentations

Request Demo Insert your logo into presentations You can insert your logo so that it appears in the slides. To insert your logo: Log in to Leanus (if available go to the Reserved Area) Search or process the analysis of your…

+ Load Balance Sheets (Low/Medium Score) – What to do?

+ Load Balance Sheets (Low/Medium Score) – What to do?

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Oops. You uploaded a PDF and got the following message: “Processed with Anomalies” – What…

Submenu: Bankability Indices (DSCR)

Menu: Balance Sheet Analysis »Submenu: Bankability Indices (DSCR)

Request Demo Introduction Leanus therefore allows you to calculate the DSCR in various ways both on historical data and on provisional data (quarterly, half-yearly, etc.) and on the forecast data of the Business Plan and to compare the DSCR between different companies...

Info: DSCR calculation and bankability indices

Menu: Last Period Evaluation »Info: DSCR calculation and bankability indices

Request Demo Introduction Leanus therefore allows you to calculate the DSCR in various ways both on historical data and on provisional data (quarterly, half-yearly, etc.) and on the forecast data of the Business Plan and to compare the DSCR between different companies...

+Financial Statements for Spanish Companies

+ Upload Financial Statements (automatic reclassification) » +Upload Financial Statements of Spanish Companies

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Access Leanus Go to Process Analysis / +load financial statements/Spanish Company Select the search key* (Name, Tax Code) …

Function: Check Management Schemes

Menu: Source and Reclassification » Function: Check Management Schemes

Request Demo The reclassification help checks for reclassification. Check management schemes One of the strengths of Leanus is the possibility of modifying the reclassification criteria at will. While the reclassification is being carried out,…

Contents Training dedicated to customers

Discover Leanus » Contents Training dedicated to customers

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Manual Sections for New Users: First Login | Time-saving functions | Step-by-Step Budget Analysis | Business Analysis Summary |…

Procedure: Profile Management / Change Password

First login? »Procedure: Profile Management / Change Password

Request Demo Procedure By clicking on the name at the top right you can manage your user profile: Log in to Leanus Click on your profile symbol at the top right next to the credit balance Complete the details with your telephone number...

How to prepare and present the periodic report required by the Adequate Organizational Structures

Events Calendar » Past events » How to prepare and present the periodic report required by the Adequate Organizational Structures

The correct implementation of the new analysis and reporting processes introduced by the Crisis Code is a priority for millions of Italian companies. However, those who deal with it complain about some practical obstacles which, if not resolved, risk preventing the…

+Upload Cerved XML Balances

+ Load financial statements (automatic reclassification) » +Load Cerved XML financial statements

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description Leanus allows you to upload and process balance sheets and accounting situations in real time in any format, even in PDF,…

Menu: Benchmarks

Menu: Benchmarks

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description Benchmark means the comparison between a company and other companies or between a company and a reference (example analysis…

How to prepare the Risk Center and include it in the Periodic Report required by the Adequate Structures

Events Calendar » Calendar of upcoming in-person events » How to process the Risk Center and include it in the Periodic Report required by the Adequate Structures

Second session Speakers will speak: The correct implementation of the new analysis and reporting processes introduced by the Crisis Code is a priority for millions of Italian companies. Those who deal with it complain, however, of some practical obstacles which, if not…

+Upload Financial Statements from other proprietary sources in statutory format (Model L1, L3)

+ Upload Financial Statements (automatic reclassification) » +Upload Financial Statements from other proprietary sources in civil format (L1, L3 Form)

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | In the event that the automatic processing of the accounting situation has not been successful, it is possible to copy the data to…

Info: Reclassification – Management of the ± sign

"SAVE TIME" functions » Info: Reclassification – Management of the ± sign

Request Demo Sign management (keep the sign of the source, – invert the sign) Leanus allows you to reclassify any data source, both official (filed financial statements) and proprietary (Charts of accounts extracted from management systems, excel, etc). The data sources…

+ Upload Financial Statements and Accounting Situations in any format

+ Upload financial statements in non-digitizable formats » + Upload financial statements and accounting situations in any format

Request Demo Log in to Leanus Go to *Process Analysis / +Load Financial Statements Click on Select a File (or drag the file into the orange area) Select the file from your PC and wait for uploading Click on Import Wait for completion…

Index of contents of the Manual

Index of contents of the Manual

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Index of Contents Click on the chapter of interest to consult the operational guide for using the Leanus platform. In the…

Past events

Events Calendar » Past events

Online training Master and Mini Master Richmond Finance Forum Richmond Finance Forum 2024 – Rimini – 01/03/2024 Leanus discovering the Italian Business System Leanus meets the Banks – the Companies – the Professionals of Trento Leanus…

Events calendar

Events calendar

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Upcoming events calendar In-person events How to process the Risk Center and include it in the Periodic Report requested by the Adequate…

Free Trial

Free Trial

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description With Leanus FREE you get free access for a period of 30 days; a time necessary to evaluate all the main…

Study Center

Study Center

Request Demo Traditional banks resist the Fintech challenge 2020 Financial Statements The new definition of default 2019/20 Concordats FinTechs put to the test by COVID-19 Observatory on Srl financial statements - Trend 2016-2018 Alert Systems and Assets…

The new features

The new features

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Leanus collects the operational needs of platform users on a daily basis and transforms them into new features. Right away…

Step by step budget analysis

First login? »Step by step budget analysis

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Online courses – Become an expert in business analysis and evaluation

Online courses – Become an expert in business analysis and evaluation

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Custom Confidi Scheme

Menu: Other Custom Schemes » Custom Confidi Scheme

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Custom Bank Corporate Scheme

Menu: Other Custom Schemes » Custom Bank Corporate Scheme

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Custom CRF scheme

Menu: Other Custom Schemes » Custom CRF Scheme

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Custom AQR1 Scheme

Menu: Other Custom Patterns » Custom Pattern AQR1

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Custom AQR 2 Scheme

Menu: Other Custom Schemes » Custom AQR 2 Scheme

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

How to: Manually change the source data

Menu: Business Plan »How to: Manually edit source data

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Procedure: Develop the Monthly Business Plan

Menu: Business Plan »How to: Draw up the Monthly Business Plan

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Examples of simulations on real cases

Menu: Business Plan »Examples of simulations on real cases

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Info: Guide to budget analysis

Centro Studi »Info: Guide to budget analysis

Free Trial Budget analysis guide Budget analysis is an activity of fundamental importance for anyone interested in knowing the economic, equity and financial situation of a company or other entity…

Custom Bank Scheme

Menu: Other Custom Schemes » Custom Bank Scheme

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Frequently Asked Questions (FAQ) – Business Plan

Menu: Business Plan » Frequently Asked Questions (FAQ) – Business Plan

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Menu: Filter Personal Data

Menu: Filter Personal Data

Request DemoMain Sections of the Manual: Table of Contents | First Access? Basics | Time-saving functions | Description The Filter Personal Data Menu allows you to carry out various operations relating to lists of companies present in the Search DB…

Procedure: Enter the balance sheet assumptions

Menu: Business Plan »Procedure: Enter the balance sheet assumptions

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Procedure: Enter the assumptions of the income statement

Menu: Business Plan »Procedure: Enter the assumptions of the income statement

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

How to: Add Delete Annuity to Business Plan

Menu: Business Plan »How to: Add Delete Annuity to Business Plan

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

EBITDA NFP summary on Business Plan data

Menu: Business Plan »EBITDA NFP summary on Business Plan data

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

How to: Compare two or more business plans

Menu: Business Plan »How to: Compare two or more business plans

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...

Master Archive (Download Area)

Events Calendar » Master Archive (Download Area)

Request Demo Download area Adequate Mini Masters in Financial Administration – From the registration of invoices to management evaluation Adequate Mini Masters Structures Master in Operational Finance – 2023 Edition Master Process Management of…

Function: Download in excel

“SAVE TIME” functions »Function: Download in excel

Request Demo Download in Excel All tables, accounting statements, graph numbers, reclassifications and charts can be downloaded in Excel by clicking on the appropriate icon. To download the information in each…

Procedure: Enter the assumptions relating to financial charges

Menu: Business Plan »Procedure: Enter the assumptions relating to financial charges

Request Demo Main sections of the Manual: New Analysis with automatic reclassification | New analysis with manual reclassification | Reclassification Management | Historical data analysis | Update Analysis with Financial Statements or Accounting Situations | Range MCC, CR, ...