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Description

Streamline financial reporting and generate daily performance dashboards to effectively measure, track, and manage performance with insightful daily data. Our completely automated, cloud-based platform offers a swift return on investment for CFOs and their finance teams. We equip CFOs with comprehensive analyses and streamlined reporting that facilitate data-driven decision-making for improved business outcomes. Our ready-to-use solutions empower organizations to enhance planning, presentation, and oversight of their financial strategies. By eliminating inefficiencies in reporting processes, we alleviate the burdens faced by CFOs in banks and credit unions. Every financial institution deserves access to reliable numbers that are readily available, regardless of time or location. This level of accessibility cannot be realized through traditional monthly reporting, which typically occurs two to three weeks post month-end. Our robust cloud software enables a transition to a daily reporting cycle, delivering genuine financial automation at your command, while also fostering a culture of real-time financial awareness across the organization.

Description

By harnessing actionable insights from various connected data sources, we develop user-friendly visualizations and reports that provide a comprehensive overview of your business within a single dashboard. This allows you to make informed decisions effortlessly. Engage in real-time discussions and comments directly within the Dasheroo platform, ensuring your team remains focused on achieving results. Receive instant group alerts when any chosen metric crosses a predefined threshold, enabling quick responses to changes. Easily identify correlations and causations across a range of data providers at a glance. You can also set up recurring email distributions for dashboards or export them in PDF and PNG formats. Tailor individual dashboards by scheduling their timing, then relax and watch the insights unfold. Plus, you can import your own internal or custom data sources seamlessly using our JSON and Push API Webhooks, ensuring a fully integrated experience. With these features, optimizing your business operations has never been more streamlined.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber No 
ActiveCampaign No 
Axis LMS No 
BugHerd No 
Campaign Monitor No 
Cognito Forms No 
Constant Contact No 
Google Analytics No 
HubSpot CRM No 
HubSpot Customer Platform No 
Insightly No 
LinkedIn No 
Mailchimp No 
Stackreaction No 
SurveyMonkey No 
SurveyMonkey Enterprise No 
Wufoo No 
X (Twitter) No 
Zapier No 

Integrations

AWeber Yes 
ActiveCampaign Yes 
Axis LMS Yes 
BugHerd Yes 
Campaign Monitor Yes 
Cognito Forms Yes 
Constant Contact Yes 
Google Analytics Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Insightly Yes 
LinkedIn Yes 
Mailchimp Yes 
Stackreaction Yes 
SurveyMonkey Yes 
SurveyMonkey Enterprise Yes 
Wufoo Yes 
X (Twitter) Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19 per month
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Bankbi

Founded

2013

Country

United Kingdom

Website

www.bankbi.com

Vendor Details

Company Name

Dasheroo

Founded

2014

Country

United States

Website

www.dasheroo.com

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard No 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning No 

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

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