Tax-form Scanning is now Live in FINPACK+!

Tax-form scanning is now live in FINPACK+. Upload returns to the Tax Returns folder in your Documents area and FINPACK will let you scan, verify and upload 1040s, and Schedules C, E or F. Import the data directly into your FINPACK Tax Forms area and automatically...

How to Build a Proforma C&I Business Analysis in FINPACK

FINPACK’s Cash Flow Projection tool is a solid choice for estimating how a business might perform under typical conditions. But when you need to dig deeper and understand what’s really driving results, a C&I Business Analysis offers a more detailed view....

New FINPACK+ Feature: Recurring Custom Tasks

FINPACK+ now offers the ability to set custom tasks/ ticklers to automatically recur at regular intervals. When creating a custom task in FINPACK+, you can now select the option to make the task recurring. Simply select ‘Task is Recurring’, then choose a...

FINPACK Annual Update Available Now

The 2023 FINPACK update adds a new way to designate organic crops, a new commercial cash flow projection component, incorporates new Financial Standards Measures and RMA data, and more! Organic Crops Update For agricultural files, an “Organic” checkbox has been added...

Understanding the Debt Coverage Ratio Calculation in FINPACK

FINPACK’s November 2022 update included updates to the financial ratios provided from FINPACK tools. One major change was the addition of a new Repayment Capacity measure — Total Debt Coverage. This post explains the calculation details of total debt coverage....