Seamlessly integrate your financial performance management with your core banking and GL systems for daily analysis and insights.
Automate reporting and create data-driven dashboards to measure, monitor, and manage financial performance.revolutionise reporting in banks and credit unions.
Proud to work with
What results could you see from using our banking analytics software?
saved weekly on recurring tasks like KPI tracking, variance analysis, and queries.
Prepare board packs twice as fast with pre-built reports and visualizations.
In potential time savings when compiling month-end performance reports.
time reduction in budgeting and forecasting cycles – do it in hours, not days.
Monitor and analyze financials from anywhere with ease. Whether you’re looking at key financial ratios, closing month-end, or monitoring daily movements, BankBI’s prebuilt reports help you make the most of your time and data.
Balance sheet and income statement reports
Key financial ratios dashboards
Board pack reporting
Replace inconsistent and unreliable Excel workbooks. With our agile, user-friendly software designed to streamline planning and budgeting, it’s simple to see ahead. Predict the effect of loan growth, deposit growth, and interest rate changes on financial performance metrics and key financial indicators.
Multi-year strategic plans
Annual budgeting
Continuous reforecasting
Use prebuilt integrations to connect to core banking data, fast. Analyze customer behavior, spot trends, and use insights to improve branch and product performance, customer retention, and risk management. Filter data by multiple variables for full flexibility and oversight.
Loan and deposit analytics
Customer and member analytics
Branch performance analytics
Move to a daily reporting cycle to aid asset and liability management. Automate your reports. Dive into data daily. Get greater oversight, control, and confidence for faster, smarter, more strategic decisions – without waiting on third parties.
Daily risk ratio reporting
Balance sheet growth analysis
Liquidity and interest rate risk reporting
Capital, credit and financial risk reporting
SRP Federal Credit Union used BankBI to transform their approved annual budget into a comprehensive five-year strategic plan.
Connect to major banking systems quickly and easily.
Proud to work with
Matt Lane
CFO, Yolo Federal Credit Union