As with the DueDil legacy system, nCino allows you to see various company financials at a glance. In DueDil these were contained in the ‘Financials’ tab, but in nCino they’re provided under ‘Data’ – with a summary available on the companies ‘Briefing’ page.
At the top of the ‘Data’ page you are given a summary of the company, and below this are a number of drop-downs providing more in-depth information. The dropdowns available to you will differ depending on your nCino package – if you’d like further information please reach out to migration@fullcircl.com.
Up to 4 years of Financial Data is available within this screen – depending on the type of accounts submitted to Companies House some data may be estimated by our data provider, Experian. If you need more historical data you can access the company account documents submitted to Companies House directly from this page as well.
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