FIN Reporter

FIN Reporter

FI Navigator
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+

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About

Meetings focusing on your institution’s performance don’t usually get scheduled with a lot of lead time. FIN Reporter delivers complete control to users on reports, metrics, peers, time spans, and graphics to create custom content for any meeting scenario. How can you ensure that your meeting content precisely matches the meeting focus and objectives? Transform unprecedented data into presentations that create consensus and fit any meeting time frame. Compare and contrast your institution’s performance against peers or stand-alone trends, then zoom in on specific metrics that matter most during the conversation. Produce differentiating meeting content that resonates and creates an impetus for action. UBPR or FPR report formats, over 50 pre-built FIN reports, and quick click metric zoom. Peer group on/off toggle, and time span change toggle. Profit, growth, risk or offering reports, multi-metric report view, and single metric report view.

About

Smart Clerk is an AI-powered tool designed to transform financial documents into bookkeeper-ready reports, streamlining financial management for small and medium-sized businesses. By processing bank and credit card statements, Smart Clerk automates data extraction, categorizes transactions, and generates comprehensive financial reports, eliminating the need for manual data entry. Users can upload statements directly to the platform, where the AI swiftly handles various formats from any financial institution. The tool offers customizable transaction categorization tailored to specific business needs, and for those uncertain about category selection, the AI provides recommendations based on business descriptions. Additionally, Smart Clerk enhances vendor management by automatically matching vendor names, even when abbreviated, allowing users to view balances, invoices, and transactions in a centralized location.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial institutions and businesses seeking a solution to generate reports for any meeting

Audience

Companies seeking a tool to automate financial document processing, reduce manual data entry, and obtain accurate, bookkeeper-ready reports efficiently

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$29 per month
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FI Navigator
Founded: 2011
United States
fi-navigator.com/performance-reporting

Company Information

Smart Clerk
Founded: 2023
United States
smartclerk.ai/

Alternatives

Alternatives

Categories

Categories

Integrations

Bank of America Business Advantage
Chase Software
QuickBooks Online

Integrations

Bank of America Business Advantage
Chase Software
QuickBooks Online
Claim FIN Reporter and update features and information
Claim FIN Reporter and update features and information
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