FISCAL Credit Suite is statement spreading, credit underwriting, and tickler tracking software that can be purchased as stand-alone programs or as a suite. Our goal is to provide the best solution for your needs, rather than using a one-size-fits-all approach.
FAQs: Quick answers to common questions
Is it appropriate for our community bank or credit union?
Yes. We have been serving the needs of community banks and credit unions for over thirty years. Our clients range from around $50MM up to several billion dollars in total assets.
Does FISCAL include Global Cash Flow analysis?
Yes. We have designed FISCAL knowing that Global Cash Flow and Debt Service Analysis is the critical factor in credit decisions. FISCAL makes it easy to incorporate multiple businesses, people, and loans in a comprehensive, flexible, and detailed Global Cash Flow and Debt Service Analysis.
Can it produce a Credit Memo/Loan Presentation?
Yes, FISCAL includes a Board-ready Credit Memo which meets the needs of many institutions right out of the box. This editable MS Word document provides consistency and standardization while allowing flexibility. Custom credit memos are also available.
What about tracking financial statements?
FISCAL TRACKING is a dedicated tickler tracking solution for financial statements, documents, loan covenants, and more. It is not a module tacked onto a statement spreading program. If tracking is your only priority, it can be deployed as a stand-alone solution.
Is FISCAL Credit Suite web-based? Who will have access to the data?
FISCAL Credit Suite’s databases and applications are designed to reside in your institution’s environment. Your data is controlled and owned by you and is secured behind your firewalls. Our software does not have any back doors and we do not access, mine, or sell your information.
How easy is it to install the software?
A typical installation requires about an hour from your IT staff, and we will be with you every step of the way.
How quickly can I be up and running?
Unlike some solutions, our products are designed to be used “out of the box.”
FISCAL includes all of the financial statement templates and reports you need to begin using the software immediately.
FISCAL TRACKING includes a set of standard ticklers that meets the needs of many institutions. You can tailor this set as needed.
Can FISCAL Credit Suite integrate with our core system?
Yes. We offer core integration to help increase efficiency and eliminate redundant data entry. Our team is experienced in facilitating the process, and most of the time it can be accomplished without involving the core vendor.
Do you offer training?
Yes. From “How-to” videos to live webinars, we offer a variety of training options to ensure you get the most out of your investment.
What if I need support?
We offer user and technical support via phone and email. Our friendly and experienced support team resolves most questions and issues during the initial call. No phone queues, no support tickets – just the help you need.
What's the price?
FISCAL Credit Suite is priced competitively for community banks and credit unions of all sizes. We have large customers and small customers and solutions to meet their needs.
Can I try before I buy?
Yes. We offer a personalized tour of the software – to take the first step call us at 800.248.5550.