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Plan, Budget, and Forecast with Confidence

Move beyond static budgets. 

Plan faster, forecast continuously, and make better decisions based on real-time performance data. BankBI’s Planning, Budgeting & Forecasting application is built for banks and credit unions, helping to modernize financial management processes.

See the Benefits
Budget UI

Why Choose BankBI?

What results could you see from using our Planning, Budgeting and forecasting software?

Streamlined Annual Budgeting Process

Create, collaborate on, and approve budgets in a fraction of the time

Automate data collection, standardize templates, and eliminate manual spreadsheets—so your finance team can focus on analysis, not administration

Continuous Forecasting

Adapt quickly to change. Update forecasts throughout the year with real-time data from your general ledger and key performance metrics

Compare forecasted performance with actual results to identify trends and opportunities early

Multi-year Strategic Planning

Go beyond annual budgeting. Create multi-year strategic plans that align financial targets with long-term business goals

Build scenarios across several years, model growth strategies, and assess the impact of key initiatives before making critical decisions

Planning, Budgeting, and Forecasting for Your Bank or Credit Union

Multi-year Analysis

Budgeting

Budget and forecast with flexible scenarios

Steps

Rolling forecasts enhance and go beyond replace static annual plans

Target

Plan and align goals in one place

Multi year analysis screenshot

Strategy

Time

Increase forecast accuracy with real-time data integration

Dashboard

Make faster, data-driven decisions with live dashboards and KPIs

Paper clip

Access driver-based planning to link assumptions directly to financial outcomes

Strategy screenshot

Consolidate Reporting

People and graph

Report on branch and departmental budgets

Money bag

Upload actuals from your GL and loan and deposit data

Controlling pages

Get version control and audit trail for transparency

Reporting screenshot

From Financial Reporting Friction to Freedom

Two business women meeting with laptop and notes-square

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.

View the case study

Better Results for Your Bank or Credit Union

Replace spreadsheets and disconnected workflows with a dynamic, automated, cloud-based solution that delivers visibility, accuracy, and control across your organization.

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. 

Integrated with BankBI Analytics

Bring your planning and performance together. With BankBI, your budgeting, forecasting, and strategic planning are fully integrated into the same platform you use for financial ratios, peer analysis, and regulatory reporting. Every plan is backed by accurate, consistent data.

Intergrations

Start Planning for the Future Today

Whether you’re preparing your annual budget, building multi-year strategic plans, or moving toward a continuous forecasting model, BankBI gives you the tools to plan with confidence and agility.

Request a Demo to see how BankBI can simplify your planning, budgeting, and forecasting process. 

Book Your Consultation

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