Average Ratings 6 Ratings
Average Ratings 0 Ratings
Description
Access your bank's or credit union's financial performance from anywhere, anytime. Secure, cloud-based access gives you insight into your bank's financial performance. With a few clicks, you can access margin components, branch performance, forecasts, and more. The Banker's Dashboard and Credit Union Dashboard integrate seamlessly with your core processor. Easy setup allows you to immediately improve your bottom line. Automate reporting and eliminate errors so you can focus on higher-value tasks. Multiple forecast scenarios can be quickly run and revised, allowing you to analyze variances and other strategies. Compare branch performance. For better results, institute best practices and hold branches accountable.
Description
Epicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud.
-Drive financial planning and operational planning across all departments
Connect to multiple data sources and reduce silos
Focus on automating workflows for efficiency
-Increase collaboration between Finance and Accounting
Expand your business globally
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
CoreBank
Yes
Epicor BisTrack
No
Epicor CRM
No
Epicor Commerce
No
Epicor ECM
No
Epicor ECM AP Automation
No
Epicor Kinetic
No
Epicor Tax Connect
No
FPS GOLD Banking Software
Yes
Finacle
Yes
Integrations
CoreBank
No
Epicor BisTrack
Yes
Epicor CRM
Yes
Epicor Commerce
Yes
Epicor ECM
Yes
Epicor ECM AP Automation
Yes
Epicor Kinetic
Yes
Epicor Tax Connect
Yes
FPS GOLD Banking Software
No
Finacle
No
Pricing Details
We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Trial
Yes
Free Version
No
Pricing Details
$13/user monthly (SaaS)
Pricing depends on total users
Free Trial
No
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
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Deluxe
Founded
1915
Country
United States
Website
www.deluxe.com/business-operations/bankers-dashboard/
Vendor Details
Company Name
Epicor Software
Founded
1972
Country
United States
Website
www.epicor.com
Product Features
Banking
ATM Management
No
Compliance Tracking
No
Corporate Banking
Yes
Credit Card Management
No
Credit Union
Yes
Investment Banking
Yes
Multi-Branch
Yes
Online Banking
No
Private Banking
Yes
Retail Banking
Yes
Risk Management
No
Securities Management
No
Transaction Monitoring
Yes
Business Performance Management
Ad Hoc Reports
Yes
Ad hoc Analysis
Yes
Budgeting & Forecasting
Yes
Consolidation / Roll-Up
Yes
Dashboard
Yes
Key Performance Indicators
Yes
Predictive Analytics
Yes
Qualitative Analysis
Yes
Quantitative Analysis
Yes
Scorecarding
Yes
Strategic Planning
Yes
Dashboard
Annotations
No
Data Source Integrations
Yes
Functions / Calculations
Yes
Interactive
Yes
KPIs
No
OLAP
No
Private Dashboards
Yes
Public Dashboards
No
Scorecards
Yes
Themes
No
Visual Analytics
Yes
Widgets
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Currency Management
No
Financial Reporting
Yes
Investment Management
Yes
Project Management
No
Revenue Recognition
Yes
Risk Management
No
Tax Management
No
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
No
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Financial Services
Analytics
Yes
Branch Optimization
Yes
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
Yes
Risk Management
No
Product Features
Accounting
Accounts Payable
Yes
Accounts Receivable
Yes
Bank Reconciliation
Yes
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
Yes
Fund Accounting
No
General Ledger
Yes
Government
No
Multi-Currency
Yes
Nonprofits
Yes
Payroll Management
Yes
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
Yes
Check Writing
Yes
Duplicate Payment Alert
No
Fraud Detection
No
General Ledger Entry
Yes
Vendor Management
Yes
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Budgeting
"What If" Scenarios
Yes
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
Yes
Version Control
Yes
Financial Management
Budgeting & Forecasting
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Currency Management
Yes
Financial Reporting
Yes
Investment Management
No
Project Management
Yes
Revenue Recognition
Yes
Risk Management
No
Tax Management
Yes
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
Yes
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Fixed Asset Management
Asset Budgeting
Yes
Asset Lifecycle Management
Yes
Audit Trail
Yes
Barcoding / RFID
Yes
Depreciation Management
Yes
Disposal Management
Yes
Document Management
Yes
Inventory Tracking
Yes
Tax Management
Yes
