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Made for FileMaker

IT'S ABOUT CONTROL

Made for FileMaker

With Genesis Accounting, you get a flexible, proven, general-application accounting solution that integrates seamlessly with your other Claris apps to provide all the accounting capabilities your business needs to run smoothly:

Designed by accounting professionals and Claris experts who know from deep experience what it takes to run a business, Genesis Accounting is the most robust accounting package available for the Claris platform.

Genesis Accounting & Business Metrics along with Genesis Transactions forms the full Genesis suite.

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Explore Genesis Accounting...

Out-of-the-box accounting, out-of-this-world flexibility

Explore Genesis Accounting...

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Journal Entry
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Solid Accounting

Genesis Accounting adds extensive accounting capabilities to your existing Claris FileMaker solutions while leveraging mature, proven technology. On the market for nearly two decades, it has been tested and put through its paces by hundreds of accounting clients worldwide.

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Easy Data Entry

Post individually or batch-process to save time and clicks. Import entries from Excel, or quickly enter data manually. Genesis works the way you do.

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Powerful Reporting Features

Balance Sheets, Income Statements, Transaction Journals and Bank Registers — all with drill-down details, user-definable data ranges, and more. Print, Export or Save as PDF without any additional software.

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Customizable

Tune Genesis Accounting with your company brand, multiple business entities, aging periods, and other preferences. Configure powerful account segments for flexible reporting and searching. And, of course, leverage the full features of Claris FileMaker.

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All the Accounting Functions You Need

General Ledger

General Ledger

Flexible searching and reporting, drill down into GL detail directly from financial statements; work with up to 18 open months, lock prior months by sub-ledger as desired; view archived data easily.

Accounts Receivable

Accounts Receivable

Enter directly in AR or post from your front-end Claris FileMaker file; create and apply prepayments, make bank deposits; reports include Aging Detail, Aging Summary and Transaction History.

Accounts Payable

Accounts Payable

Enter directly in AP or post from from your front-end Claris FileMaker file; print checks; make electronic payments; reports include Aging Detail, Aging Summary and Transaction History.

General Journal

General Journal

Create Journal entries directly or import them from Excel; post them automatically from your front-end Claris FileMaker solution or from Genesis Transactions.

Bank Reconciliation

Bank Reconciliation

Easy to use bank reconciliation, work with unlimited bank accounts; review previous reconciliations, reconcile any account (such as credit cards).

Financial Statement

Financial Statements

Standard Income Statements and Balance Sheets, plus more detailed P&L’s by profit center; twelve month or comparative income statements; drill down directly from financial statements to underlying transactions.

Please view our PDF to access Genesis Accounting full list of features.

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GENESIS BUSINESS METRICS

Powerful Reporting
with Claris FileMaker

Genesis Business Metrics breaks your financial data out of its silo and drives insight into your business.

Make more informed decisions faster through a real-time view of your performance with Genesis Business Metrics. Whether seamlessly integrated with Genesis Accounting as part of Genesis Financial Suite, or used with data from any accounting or FileMaker system, Genesis Business Metrics gives you access to business intelligence tools such as multilevel financial statements, budgets and comparisons, dashboards, and projections.

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LEAD WITH ANALYTICS...

LEAD WITH ANALYTICS...

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Sophisticated Analysis

Explore the dependencies between the Balance Sheet, Income Statement, and Cash Flow Statement. With a deep and comprehensive scoreboard, view three bottom lines: Profit, Cash, and Return on Assets.

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Dashboards / Business Intelligence

View trend data by impact, historical contribution, near-term projections, and segment in a visual dashboard meant to drive decision-making. Plot key performance indicators for revenue cash, profit, assets, COGS, operating expenses.

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Flexible Financial Statements

Work with multi-column and multi-level Income Statements, and summarize by segments in any order. View Balance Sheets by account groups, or drill down to the account level. Compare actuals across months, quarters, and years.

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Budgets, Projections, Scenarios

Import budgets from Excel, track multiple scenarios (best case, likely case, etc.) and compare actuals, budgets, and scenarios. View by company, department, profit center, and more.

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Bring your KPIs to Light

Promote financial literacy in your organization, speak the language of business owners and shareholders, and manage your business with its key performance indicators.

Advanced Financial Reporting

Advanced Financial Reporting

Use deep reports with drill-down capabilities, review financial scoreboards at a glance, see dependencies and outlier data, spot problems in real-time.

Dashboards BiTools

Dashboards / BI Tools

Assess performance across your entire organization or slice-and-dice by department, product line, division, teams, and individuals. Look for impact and future projections.

Trend Analysis

Trend Analysis

Run comparative summarized statements, study data in months, quarters, years. Look at revenue, net profit, cash flow, and assets; track COGS/sales, operative expense, asset turnover, return on equity.

Profit Cash Flow Return on Assets

Profit, Cash Flow, Return on Assets

Scrutinize your business from three bottom-lines. See the connections between assets and liabilities, revenues and cost.

Budget vs Actuals, Scenarios

Budgets vs Actuals, Scenarios

Create and compare as many scenarios as you need. Import budgets from Excel, see comparisons to actual performance. Plan ahead.

Integrated Data

Integrated Data

Tie Genesis Business Metrics to Genesis Accounting or any accounting software. Codence can build loose or tightly coupled systems with current security and performance standards.

Please view our PDF to access Genesis Business Metrics full list of features.

 

Explore Genesis Today

Speak to one of our expert consultants about Genesis Accounting and Business Metrics today. During this free consultation, we’ll address your questions, learn more about your business, and make some immediate recommendations.

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