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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

SimpleKPI is KPI software for businesses that want clear performance tracking without a data team or a long setup. Connect data from spreadsheets, native integrations, Zapier or the API, set a target for every KPI, and see what's on track and what isn't on live dashboards. KPI Insights explains the numbers: it spots anomalies, suggests likely causes and forecasts where each KPI is heading. Scheduled reports with AI-written summaries go to the people who need them, automatically. The built-in AI can set up KPIs, build dashboards and reports, and answer questions about your data in plain English, with no AI credits to buy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google No 
Google Sheets No 
Microsoft Excel No 
Zapier No 

Integrations

Google Yes 
Google Sheets Yes 
Microsoft Excel Yes 
Zapier Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$79 per month
SimpleKPI has one flat price for your whole organization: $79 a month billed monthly, or $63 a month billed annually ($758 a year, 20% off). There are no per-user fees, so every account includes unlimited users, KPIs, dashboards and reports, with all features and the built-in AI included and no AI credits to buy. Try it free for 14 days with no credit card required. Prices are in US dollars.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Bankbi

Founded

2013

Country

United Kingdom

Website

www.bankbi.com

Vendor Details

Company Name

SimpleKPI Ltd

Founded

2007

Country

United Kingdom

Website

www.simplekpi.com

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis Yes 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard No 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning No 

Product Features

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding Yes 
Strategic Planning No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

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