Financial Tools

We have developed a range of Financial Tools that can help you run your business more efficient.

Please see below for a selection of our financial based tools.


Prism FP
Prism FP is a comprehensive, tried and tested, financial modelling tool for businesses.  It is developed in Excel and works with a number of input sheets which model the revenues and costs of the business and generate a Profit & Loss account, Balance Sheet and Cash Flow statement automatically.  It also has facilities to track actual performance against forecast, funding models for invoice finance and loans as well as management ratios.


Prism PFM
Prism PFM is a Personal Financial Manager. It allows for the tracking of the value of all assets and liabilities, all income and costs and insurance policies.  Developed in Excel it has input sheets for a variety of asset classes, mortgages and loans as well as income and costs.  The output is a simple overview of a person’s/families net asset value and cash flow position.