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Average Ratings 6 Ratings

Total
ease
features
design
support

Average Ratings 3 Ratings

Total
ease
features
design
support

Description

Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.

Description

Insidash: Unlock Insights, Navigate Success Insidash is a powerful, user-friendly dashboard designed to simplify business management for small business owners and CEOs. It helps you track income, expenses, and transactions effortlessly, providing real-time insights into your business's financial health. With secure cloud storage and accessibility anytime, anywhere, Insidash keeps you connected to your business. Key Features: ➤ One-click invoicing and quick invoice sharing. ➤ Live inventory tracking for real-time stock management. ➤ Auto payment reminders to stay on top of financial commitments. ➤ Easy integration with Tally, Busy, and other accounting tools. ➤ Comprehensive GST & MIS reports for compliance and insights. ➤ Customizable dashboards and multiple invoice formats. Why Choose Insidash? Effortlessly manage your sales, payments, inventory, and more with seamless integration, instant support, and a simple, multilingual interface. Whether you're analyzing performance, generating reports, or reducing paperwork, Insidash streamlines your business operations, saving time and resources. Our Mission: To empower small businesses to operate smarter and grow faster by turning data into actionable insights.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

CoreBank Yes 
FPS GOLD Banking Software Yes 
Finacle Yes 
Finastra Essence Yes 
Fiserv Yes 
Fiserv Fixed Assets for DNA Yes 
Fusion Phoenix Yes 

Integrations

CoreBank No 
FPS GOLD Banking Software No 
Finacle No 
Finastra Essence No 
Fiserv No 
Fiserv Fixed Assets for DNA No 
Fusion Phoenix No 

Pricing Details

We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial Yes 
Free Version No 

Pricing Details

$116.61/year
₹10,000/year
➤ Full access to all premium features.
➤ Android and iOS mobile applications included.
➤ Support for up to 10 employee logins.
Free Trial No 
Free Version 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 

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Deluxe

Founded

1915

Country

United States

Website

www.deluxe.com/business-operations/bankers-dashboard/

Vendor Details

Company Name

Insidash Software

Founded

2024

Country

India

Website

insidash.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking Yes 
Credit Card Management No 
Credit Union Yes 
Investment Banking Yes 
Multi-Branch Yes 
Online Banking No 
Private Banking Yes 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Dashboard

Annotations No 
Data Source Integrations Yes 
Functions / Calculations Yes 
Interactive Yes 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards Yes 
Themes No 
Visual Analytics Yes 
Widgets Yes 

Financial Management

Budgeting & Forecasting Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management No 
Revenue Recognition Yes 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Financial Services

Analytics Yes 
Branch Optimization Yes 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management Yes 
Risk Management No 

Product Features

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs Yes 
OLAP No 
Private Dashboards No 
Public Dashboards Yes 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

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