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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

Our adventure commenced with the irritation of depending on financial reports to assess business success. Frequently outdated and disconnected from the core operations, these reports failed to incorporate essential non-financial metrics. We were in search of dependable, succinct data that truly mirrored the reality of our situation. Our attempts with laborious and time-consuming spreadsheets left us with lingering uncertainty, as we often found ourselves hoping—and even praying—that our models were accurate. Doubt was a constant companion, and when addressing key stakeholders, I preferred to rely on more than just faith to support my arguments. We sought out scorecard summaries, dashboards, and metrics featuring drill-down analytics, all designed to be simple and user-friendly. Additionally, we aimed to present everything neatly, whether through PowerPoint or during remote meetings via Skype, making it ideal for showcasing performance to offsite clients or remote teams. This transformation brought about quick, easy, and precise insights, allowing us to finally uncover the true dynamics of our business. The clarity gained from these tools has not only improved our understanding but has also empowered us to make informed decisions that drive success.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$20 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 No 
iPad App No 
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

EZZYKPI

Country

Australia

Website

www.ezzykpi.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 No 
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 Yes 
Strategic Planning Yes 

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