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Banking Analytics Software

Financial Performance as a Service for Banks & Credit Unions

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

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Assets
Assets-last 3 years
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Performance in Hard Numbers

What results could you see from using our banking
analytics software?

10-15 hours

saved weekly on recurring tasks like KPI tracking, variance analysis, and queries.

2x speed

Prepare board packs twice as fast with pre-built reports and visualizations. 

68 hours

In potential time savings when compiling month-end performance reports.

30-50%

time reduction in budgeting and forecasting cycles – do it in hours, not days. 

Automate Your Financial Management

Automate Reports and Dashboards for Instant Insights

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.

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Balance sheet and income statement reports

Dashboard (2)

Key financial ratios dashboards

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Board pack reporting

View Financial Performance
Financial Performance screenshot

Improve Foresight With Intuitive Forecasting and Budgeting

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.

Calendar

Multi-year strategic plans

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Annual budgeting

Insights

Continuous reforecasting

View Budgeting and Forecasting
Budgeting and Forecasting screenshot

Enhance Customer and Member Experiences With Branch Analysis

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.

Money bag

Loan and deposit analytics

People insight

Customer and member analytics

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Branch performance analytics

View Banking Performance
Banking Performance screenshot

Improve Visibility and Control with Asset and Liability Reporting

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.

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Daily risk ratio reporting

Rocket

Balance sheet growth analysis

Interest

Liquidity and interest rate risk reporting

Building money

Capital, credit and financial risk reporting

View Asset and Liability Reporting
Asset and Liability reporting screenshot

From Financial Reporting Friction to Freedom

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Approved Budget to a 5-Year Strategic Plan with BankBI

SRP Federal Credit Union used BankBI to transform their approved annual budget into a comprehensive five-year strategic plan.

Plug-and-play Integrations for Automatic Data Connections

Connect to major banking systems quickly and easily. 

Browse all integrations
Intergrations

Our Banking Analytics Software. Your Success.

Proud to work with

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Working with the BankBI team has been an absolute pleasure. Their integration and technology provide key decision-makers with up-to-date information, enabling efficient business management.

Matt Lane

CFO, Yolo Federal Credit Union