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"This feature will lead to explosive growth for our practice."
"Our managing partner tasked our group with improving efficiency to handle more and more deal flow activity. While we expected for technology to be significant portion of this effort, Strongbox has been a real difference maker.
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Not only has this enabled our staff to focus more on the analysis, but Strongbox also enables quicker and more efficient training due to the standard report outputs. Technology is here, and it must be embraced."
Jeff Hawkins
Partner
Custom Income Statement & Balance Sheet Structures
Work in the Strongbox portal to design the exact reports you need for each individual client.
Map GL Accounts your way
Build your own structure and layout
Apply your own labeling system for each client
Easily Format Incoming Data
Rearrange footers, headers, and line items without having to worry about your financial formulas moving with you.
Determine if debts or credits are positive for each GL account
Supports multiple number/decimal formats
Auto-sort any column without losing hierarchy
Apply It Once, Use Forever
Map accounts to your own section, and your mapping will get applied every time after!
New accounts flagged to easily find items that need mapping
Great for ongoing reporting, custom firm analysis, and specific client scenarios
Create, Use, Reuse, and Share Your Own Templates
Create custom income statements & balance sheets for each client and/or make a standard format to use for the entire firm.
Changes automatically saved and applied
Customize it once - use it forever!
Share templates across workspaces and teammates
Customizations Delivered as an Excel Workbook
Once you've customized your income statements and balance sheets, generate Excel workbooks where you can perform your analysis.
Flat tables with mapping levels
Formatted workbooks and analysis