SiMFlex

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SiMFlex

• Simple, flexible reporting for microfinance

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What is SIMFLEX used for?

• SIMFLEX is a tool for reporting and measuring the
  performance of microfinance institutions.
• SIMFLEX enables the development of financial
  statements and reports in accordance with
  international standards.
• SIMFLEX produces investment grade data for making
  decisions, tracking covenants, performing audits
  or developing ratings.

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How does SIMFLEX work?

• SIMFLEX is built with salesforce.coms native
  platform.
• SIMFLEX uses common industry definitions of
  financial terms, ratios and adjustments for
  microfinance.
• SIMFLEX is compliant with the Framework
  methodology published by The SEEP Network.
• SIMFLEX includes validation rules and procedures
  to ensure Statements are valid and amendments are
  transparent.

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Who uses SIMFLEX?

• Managers of microfinance institutions
• Investors
• Donors
• Auditors
• Raters
• Regulators
• Researchers
• Trainers

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When is SIMFLEX used?

• SIMFLEX is available 24x7x52.
• SIMFLEX is used to report year to date
  information.
• SIMFLEX is used to report annual, quarterly and
  monthly statements.
• SIMFLEX is used for any fiscal year period.

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Where is SIMFLEX used?

• SIMFLEX is a global application built on the
  salesforce.com native platform.
• SIMFLEX can be localized to use any currency.
• SIMFLEX is compatible with Salesforce
  multi-currency feature.
• SIMFLEX is available in English.
• SIMFLEX will be translated into other languages
  soon.

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Why use SIMFLEX?

• SIMFLEX is simple and easy to use.
• SIMFLEX is flexible and customizable.
• SIMFLEX is integrated with Salesforce CRM
  application.
• SIMFLEX is reliable and secure.
• SIMFLEX is timely and accurate.
• SIMFLEX is inexpensive.

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SIMFLEX STATEMENT

• A Statement consists of an Income Statement,
  Balance Sheet, Portfolio Report, Non Financial
  Data and Adjustments. Loss Allowance Rates and
  Beginning of Period values may also be specified.

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SIMFLEX INCOME STATEMENT

• The Income Statement summarizes the revenue and
  expense transactions for the financial year to
  date.

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Simflex balance Sheet

• The Balance Sheet summarizes the ending balance
  of all asset, liability, and equity accounts.

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Simflex portfolio report

• The Portfolio Report contains portfolio activity
  information, movement in the impairment loss
  allowance and a portfolio aging schedule.

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SIMFLEX NON FINANCIAL DATA

• The Non Financial Data consists of operational
  and macroeconomic data. The data is used to
  calculate performance ratios.

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Simflex adjustments

• Adjustments are applied to account for subsidies,
  inflation and non performing loans. Adjustments
  help to compare one institutions performance with
  another institution.

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Simflex performance ratios

• Performance Ratios, both unadjusted and adjusted,
  reflect the areas of measurement that are
  priorities for most microfinance institutions.

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SIMFLEX STATEMENTS

• Statements can be organized in different ways
  depending on how the user views them.

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Simflex accounts

• Each Statement is associated with an Account for
  the microfinance institution. The Fiscal Year End
  field is used to validate the period date range
  on a Statement.

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SIMFLEX Reports

• SIMFLEX provides a Board Report, Investor Report,
  Management Report, Performance Reports(unadjusted
  and adjusted) and an Amendment History Report.
  Users can create new reports. All data in reports
  can be exported to Excel.

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SIMFLEX DOCUMENTS

• Supporting documentation can be uploaded to the
  Document repository. Documents such as audit
  reports also can be attached to Statements.

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SIMFLEX CONSOLE

• The Console is easily configured to display
  Account, Contact and Statement details
  conveniently on one page.

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SiMFlex

• For more information
• Website http//sheerintelligence.com/simflex
• Email simflex_at_sheerintelligence.com
• Phone [phone]