Lender Required Reporting

The truth is in the cash flow

Lender Required Reporting
  • Do you borrow money from a bank or other financial institution?
  • Do you need to provide them with regular business loan reports detailing your up to date balance sheet, profit and loss, and cash flow statement?
  • Do you need to regularly show that you comply with financial covenants in your loan agreement?
  • Do you have to provide your lender with your business budget on an annual basis?
  • Do you struggle to provide some or all this information?

Our business budgeting and forecasting tools streamline the process by taking the information straight from your accounting system and organising it into a coherent report for presentation to you bank.

Take the worry out of your business loan reporting. Contact us to find out more.