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About Us

Our Story

Five years ago, we had a vision: a world where CFOs and CEOs in banks, credit unions and microfinance networks could use accurate, up-to-date information to run their businesses.

Our mission was simple: alleviate the pressure on finance professionals by removing some of the laborious, manual work from their day and provide access to information that helps them work more effectively, whenever and wherever it’s needed.

Fast forward five years, and we’re very much ‘on mission’. Through a combination of experience and our automated financial and banking performance management software, we’ve helped customers from China to Canada transform raw data into the daily, relevant business insights that drive success.

We now have over 60 customers in over 40 countries benefiting from a software-as-a-service model deployed via Microsoft Azure.

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“The can-do attitude of BankBI stood out. We were open to ideas and they really worked with us to make sure the end product was the best it could be. We are very happy with the result.”

Ideal Credit Union EVP and CFO, Dennis R. Bauer

Our Customers

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