SmartStart

A budgeting, planning & forecasting application designed by Up Your Cash Flow Software.

About SmartStart

Jump start your forecasting process with SmartStart, our cost-effective version of Up Your Cash Flow. SmartStart works exactly like our more advanced XT2, minus some of the more powerful and sophisticated forecasting features.

Ideal For:

  • Smaller companies and startups
  • Entrepreneurial managers
  • Beginners in forecasting techniques
  • Those seeking SBA, bank, or other loans

This Windows based software allows importing of data directly from your present bookkeeping software to create an entire set of reports.

A great first step for leaving your spreadsheets behind. Perfect for anyalyzing results.Includes all the features of The One Hour PLUS:

Sales:

  • Calculate annual sales by month plus collections

Plus 14 Additional Reports:

  • P&L: monthly, quarterly, year to date
  • Cash flow: monthly, quarterly, year to date, indirect and direct methods
  • Term loans report
  • Notes receivable report
  • Notes and assumptions automatic
  • Graphics

Management Reports:

  • Comparative P&L (actual vs forecast)
  • Comparative cash flow (actual vs forecast)
  • Monthly ratios with exceptions
  • Break-even analysis
  • Ratio analysis

3 Methods of Calculating Sales Collections:

  • Percentage of sales -Developed pattern (so much collected in following month etc.)
  • Collections computed based on days sales in accounts receivable.

Expenses:

  • Up to 250 expenses
  • 4 expense departments
  • 6 methods to calculate an expense
  • Percent of sales
  • Fixed expense
  • Percent of another expense
  • As you wish
  • When you know the expected amount
  • Adjust prior years expenses +/-

Other Items:

  • Amortization of prepaid expenses
  • Edit the payment assumption to be applied to an expense
  • Multiple year forecasting up to 5 years or more
  • Have up to 99 forecasts online
  • Sales tax payment and collection
  • Interest on cash balances
  • Dividends: charge equity or show as an expense
  • Loans to/from affiliates and much more!

Getting Started:

  • Import trial balance, months P&L, months balance sheet
  • Key in a financial statement and in minutes 90% complete.

Key in Data or Import From QuickBooks, Peachtree, GreatPlains, Excel or Any Accounting Software

Product Overview

Industry Focus

Ratio of reviewers by sector.

36%
36%
Consulting
26%
26%
Professional Services
25%
25%
Non-Profit
9%
9%
Hospitality
5%
5%
Finance & Insurance

Other Software by Up Your Cash Flow Software

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