ClearFinancials app for iPhone and iPad


4.8 ( 6518 ratings )
Business Finance
Developer: ClearMomentum, Inc.
Free
Current version: 2.3, last update: 7 years ago
First release : 03 May 2014
App size: 50.04 Mb

The new ClearFinancials® app for iPad has been redesigned and optimized for iOS7 and beyond. View the latest financial results from all of your portfolio companies in one place, all on your mobile device. The new app leverages the ClearFinancials database to allow a quick view of the entire portfolio, as well as the ability to quickly click through each individual company to view more detailed results. View the most up to date charts, income statements and balance sheets, and partner comments. Users also have the ability to update commentary directly from the iPad at any time, making those comments instantly shared and viewable to other users at the firm.

Views are customizable - compare actual results to prior year or budget. Compare YTD values or monthly/quarterly values. Customize the color scheme to optimize your quick and easy view of the data. The metrics available in the iPad can also be changed to reflect the top 5 metrics of the highest importance to your firm.

Finally, a live link directly to the customized ClearFinancials web portal allows users to view the data their way, with all of the custom-configured reports that the portal has to offer, right in the app.