FINPACK Balance Sheet Worksheet

FINPACK Balance Sheet WorksheetGathering customer data for year-end analysis and credit renewal can be difficult.  FINPACK tries to assist with the process by providing a Balance Sheet Input Worksheet with the customer’s most recent balance sheet data for updating.  This tool is provided to the customer as a means to get current, updated balance sheet information for the current year.  This worksheet is one FINPACK tool to assist with customer renewals.

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Using FINPACK Lite to Collect Customer Balance Sheets

To complete a credit analysis on a current or prospective borrower, an accurate balance sheet is crucial.  Actually getting balance sheet information from a customer is even more crucial.  Having a streamlined way to get balance sheets saves both the bank and the borrower time.  FINPACK Lite, a free balance sheet only version of FINPACK available to bank customers, makes collecting balance sheets easier.  As a Lender with FINPACK, you have the rights to distribute FINPACK Lite to your customers.

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