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Description

Streamline financial reporting and generate daily performance dashboards to effectively measure, track, and manage performance with insightful daily data. Our completely automated, cloud-based platform offers a swift return on investment for CFOs and their finance teams. We equip CFOs with comprehensive analyses and streamlined reporting that facilitate data-driven decision-making for improved business outcomes. Our ready-to-use solutions empower organizations to enhance planning, presentation, and oversight of their financial strategies. By eliminating inefficiencies in reporting processes, we alleviate the burdens faced by CFOs in banks and credit unions. Every financial institution deserves access to reliable numbers that are readily available, regardless of time or location. This level of accessibility cannot be realized through traditional monthly reporting, which typically occurs two to three weeks post month-end. Our robust cloud software enables a transition to a daily reporting cycle, delivering genuine financial automation at your command, while also fostering a culture of real-time financial awareness across the organization.

Description

By harnessing actionable insights from various connected data sources, we develop user-friendly visualizations and reports that provide a comprehensive overview of your business within a single dashboard. This allows you to make informed decisions effortlessly. Engage in real-time discussions and comments directly within the Dasheroo platform, ensuring your team remains focused on achieving results. Receive instant group alerts when any chosen metric crosses a predefined threshold, enabling quick responses to changes. Easily identify correlations and causations across a range of data providers at a glance. You can also set up recurring email distributions for dashboards or export them in PDF and PNG formats. Tailor individual dashboards by scheduling their timing, then relax and watch the insights unfold. Plus, you can import your own internal or custom data sources seamlessly using our JSON and Push API Webhooks, ensuring a fully integrated experience. With these features, optimizing your business operations has never been more streamlined.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

AWeber
ActiveCampaign
Axis LMS
BugHerd
Campaign Monitor
Cognito Forms
Constant Contact
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Insightly
LinkedIn
Mailchimp
Stackreaction
SurveyMonkey
SurveyMonkey Enterprise
Wufoo
X (Twitter)
Zapier

Integrations

AWeber
ActiveCampaign
Axis LMS
BugHerd
Campaign Monitor
Cognito Forms
Constant Contact
Google Analytics
HubSpot CRM
HubSpot Customer Platform
Insightly
LinkedIn
Mailchimp
Stackreaction
SurveyMonkey
SurveyMonkey Enterprise
Wufoo
X (Twitter)
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$19 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bankbi

Founded

2013

Country

United Kingdom

Website

www.bankbi.com

Vendor Details

Company Name

Dasheroo

Founded

2014

Country

United States

Website

www.dasheroo.com

Product Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Product Features

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

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