BankBI

BankBI

Bankbi
+
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About

Automate financial reporting and deliver daily performance dashboards to measure, monitor and manage performance with actionable daily insights. Our fully automated, cloud-based solution provides rapid time to value for CFOs and their finance departments. 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. 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.

About

Plan collaboratively, identify bottlenecks and make confident decisions to achieve your targets. Connect your revenue, sales quota, marketing, finance, and hiring plans quickly and without errors. Use simple, business language formulas to compute shared metrics across geographies, market segments, channels, and more. Compare actuals against plans to identify which parts of your business are thriving or struggling. Get predictive alerts on potential deviations from the plan numbers and their impact. See the big picture by connecting and merging data across multiple sources. Customize financial reports and optimize costs, revenue & profits with best-in-class visualizations. Get complete visibility into business performance with multi-data source consolidation—from ERP, CRM and billing systems to databases, Excel & CSV.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Financial performance solution for banks and credit unions

Audience

Companies searching for a powerful Business Performance Management platform

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

Bankbi
Founded: 2013
United Kingdom
www.bankbi.com

Company Information

Drivetrain
Founded: 2021
United States
www.drivetrain.ai/

Alternatives

Alternatives

pcFinancials

pcFinancials

DSPanel
Calumo

Calumo

insightsoftware

Categories

Categories

Business Performance Management Features

Ad hoc Analysis Not Supported
Ad Hoc Reports Not Supported
Budgeting & Forecasting Not Supported
Consolidation / Roll-Up Not Supported
Dashboard Not Supported
Key Performance Indicators Supported
Predictive Analytics Not Supported
Qualitative Analysis Supported
Quantitative Analysis Supported
Scorecarding Supported
Strategic Planning Not Supported

Business Intelligence Features

Ad Hoc Reports Not Supported
Benchmarking Supported
Budgeting & Forecasting Not Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Natural Language Generation (NLG) Not Supported
Performance Metrics Supported
Predictive Analytics Not Supported
Profitability Analysis Supported
Strategic Planning Not Supported
Trend / Problem Indicators Not Supported
Visual Analytics Not Supported

Integrations

ADP Enterprise HR Not Supported
BambooHR Not Supported
Chargebee Not Supported
Freshsales Not Supported
Greenhouse Not Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
Lever Not Supported
Looker Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Power BI Not Supported
NetSuite Not Supported
Paylocity Not Supported
Pipedrive Not Supported
QuickBooks Online Not Supported
Rippling Not Supported
Sage Intacct Not Supported
Salesforce Not Supported
Tableau Not Supported

Integrations

ADP Enterprise HR Supported
BambooHR Supported
Chargebee Supported
Freshsales Supported
Greenhouse Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
Lever Supported
Looker Supported
Microsoft Dynamics 365 Supported
Microsoft Power BI Supported
NetSuite Supported
Paylocity Supported
Pipedrive Supported
QuickBooks Online Supported
Rippling Supported
Sage Intacct Supported
Salesforce Supported
Tableau Supported
Claim BankBI and update features and information
Claim BankBI and update features and information
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Claim Drivetrain and update features and information