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Financial Performance as a Service for Banks & Credit Unions

BankBI integrates seamlessly with banking systems to deliver daily analysis and insights. Automate financial reporting and create data-driven dashboards to measure, monitor, and manage financial performance.

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Enable Stakeholders with Daily Insights

Our fully automated, cloud-based solution provides rapid time to value for CFOs and finance departments.

With daily insights delivered straight to stakeholders, CFOs can improve financial performance by:

  • Growing the balance sheet
  • Managing profitability
  • Delivering efficiencies

We help CFOs and management teams to make data-driven decisions.

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Pre-packaged Banking Business Intelligence Software

We provide CFOs with detailed analysis and efficient reporting to deliver data-driven business performance. Our out-of-the-box solutions empower you to better plan, present, and monitor financial strategy.

Financial Performance

Monitor financial performance every day, using automated role-based reports and dashboards.

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Banking Performance

Gain new insight into branch and product performance with in-depth loan and deposit analysis.

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Loan & Deposit Analysis

Unlock the potential in your loan and deposit data to improve retention, identify new opportunities, and manage risk.

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Regulatory Reporting

Empower your finance department to deliver timely, error-free reports with automated regulatory reporting.

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Why BankBI?

We lighten the load for CFOs in banks and credit unions by eradicating inefficiencies in reporting processes.

Every financial institution should have access to numbers that can be trusted, available anytime and anywhere. This can’t be achieved with traditional monthly reporting, conducted two to three weeks after month-end.

Our powerful cloud software lets you move to a daily reporting cycle, providing true financial automation at your fingertips.

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Trusted Globally by Banks and Credit Unions

Create New Member Opportunities by Adopting Financial Performance Management

“The solution will provide that deeper level of insight into our performance, ultimately enabling us to make future-forward decisions that mutually benefit us, our members, and our community.”


Christine Tucker, Synergy Credit Union

Chief Financial Officer

Daily Financials Available Anytime and Anywhere

“Access both financial performance and banking performance features anytime, anywhere, both at a summary view and a detailed view – at weekends, on the road etc.  I love this ability.  Daily financials are ready very early in the morning.”

DB Profile@2x

Dennis Bauer, Ideal Credit Union


Top-Down Integration Means Faster Time to Value for Crossroads

“I can go in daily and have that information at my fingertips and in one platform[…]The journey and the project has been very good.”


Rhonda Fullawka, Crossroads Credit Union

Manager of Finance

Automate Financial Reporting to Improve Your Performance

Are you interested to learn more about how financial automation can improve your performance? Book a no-obligation, 30-minute consultation to learn more.

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