Latest Small Business CRM Reviews

Investment Valuation

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The Investment Valuation template is ideal for evaluating a wide range of investment and business case scenarios. While it is based on the traditional discounted cash flow method of valuation, its also provides ability to evaluate economic value added valuation, accounting impact, and a range of other evaluation parameters. Furthermore, the step-by-step input flow makes usage straightforward, gaining quick results to drive decision-making.


The key features of the Investment Valuation template include:

- Ease and flexibility of input, with embedded help prompts.

- Cost of capital calculation.

- Economic value added valuation with flexibility on identifying economic costs with specific amortization periods.

- Accurate handling of asset purchase, disposal and depreciation with capital and gearing impacts.

- Evaluation of new investments or changes to existing investments.

- Unique ‘finite’ terminal value calculation alternative to mimic product and investment life cycles.

- Unique Comparative Investment Score can be set to evaluate and prioritise different investments, depending on the prevailing business environment.


(Requires Microsoft Excel 97 or higher)

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Customer Invoicing

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The Customer Invoicing Template is an invoice template with the ability to store invoices, products and customers and perform advanced invoice sales reporting. The system allows the insertion, update and quick access to saved products, customers, and historical customer invoices. Product and customer lists can be imported from and exported back to text lists enabling integration with existing inventory and customer reporting management systems.


Key features of the Customer Invoicing Template include:

- Control panel to establish predefined content for the invoice template and facilitate efficient customer invoice management.

- Add, update, access and remove products, customers and orders quickly and easily.
- Capacity to save 65000 products, 65000 customers, and 1.3 million orders in each template.

- Import and export customer and product lists in CSV text file formats for integration with existing inventory and customer management systems.

- Automatic product inventory stock level adjustment for new and updated invoices.

- Update of amount paid for invoices by customers allows calculation of uncollected revenue outstanding.

- Sales reporting for the analysis of product and customer profitability and performance with ranking options.



Requires Microsoft Excel 97 or higher.

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Excel VBA Models Combo Set (Set 1, 2, and 3)

Are you having difficulty understanding how to do option pricing model and numerical procedures within Excel? Do you want to see practical examples? The The Excel VBA Models Combo Set solves these problems. It contains practical and well explained examples of:

1. Standard Deviation and Mean

2. Lotto Number Generator

3. Playing Card Probability

4. Normal Distribution Random Number Generator

5. Monte Carlo Integration

6. Black-Scholes Option Pricing Model - European Call and Put

7. Binomial Option Pricing Model

8. Portfolio Optimization

9. Multiple Regression

10. Bootstrap - A Non-Parametric Approach

11. Multivariate Standard Normal Probability Distribution

12. Monte Carlo Simulation

13. Option Greeks Based on Black-Scholes Option Pricing Model

Random Numbers Generator and Statistics Set

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XeCheck 8 Personal finance

We all know times are tough, that is why you need XeCheck 8 Personal finance software.
XeCheck 8 gives you the tools to maximize your savings and plan for your future.

Download statements & balances from over 6000+ US and International Banks, Creditcards, Brokerages, Credit Unions and other financial institutions.

XeCheck supports over 190 currencies, and over 18 types of accounts including (checking, savings, credit card, loans, investment, 401(k), etc).

XeCheck’s bill payment tools allow you to schedule, pay or track any bill. XeCheck interacts with many bank’s ONLINE BILL PAYMENT and TRANSFERS systems. This allows you to reduce or eliminate late payment penalties; You get timely reminders when bills are coming due. Easy step by step instructions let you get started quickly.

Manage your investment, retirement accounts, mutual funds, 401k with ease. Create customized investment reports or use XeCheck’s charts and get a snapshot of how well your investments are doing. You can even compare individual securities against market indices.



Maximize your tax returns. We’ve made tax time a whole lot easier by allowing you to track your tax related transactions. Run schedules A, B, and D, reports to help you stay on top of your investment tax situations throughout the year. For you budding real-estate tycoons, you can even track your rental property income, expenses and export schedule E data.



Use XeCheck’s loan and credit affordability calculators to see how much loan or credit you qualify for before you start shopping around for one. You can even access certain software features using voice commands in XeCheck Premier.

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Easy Accounts Pro

XeCheck 7 Personal finance software makes it easy for you to manage your finance.
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With over 5,000 banks, credit cards, brokerages and other financial institutions participating, downloading your banking or investment statements directly into XeCheck is easier then ever.

XeCheck supports over 190 currencies, and over 18 types of accounts (checking, savings, credit card, loans, investment, 401(k), etc).

Complete bill payment system allows you to schedule, pay or track any bill. XeCheck supports ONLINE BILL PAYMENT and TRANSFERS. Reduce or eliminate late payment penalties; XeCheck gives you timely reminders when bills are coming due. Easy step by step instructions let you get started quickly.


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