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
Financially is an innovative cloud-based application designed for financial management that helps users enhance their financial oversight and drive business profitability. Developed by a team of highly skilled professionals in both financial management and software development, Financially is the culmination of 15 years of dedicated research and experience in the field. This software stands out as the only globally available solution that employs a modular approach to cater to its diverse client base. Financially serves as a comprehensive financial management system suitable for organizations of all sizes, whether small, medium, or large. By gathering and analyzing financial data, it empowers users to make informed decisions that contribute to effective financial management within their organizations. Accessible from any device—be it a laptop, desktop, tablet, or smartphone—Financially offers the flexibility of cloud-based functionality for users on the go. Moreover, its intuitive design ensures that users do not need to invest time in lengthy training sessions, making it a remarkably user-friendly accounting solution. With Financially, managing finances becomes simpler, allowing businesses to focus more on growth and strategic initiatives.
API Access
Has API
API Access
Has API
Integrations
CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
Integrations
CoreBank
FPS GOLD Banking Software
Finacle
Finastra Essence
Fiserv
Fiserv Fixed Assets for DNA
Fusion Phoenix
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$9.99 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
Deluxe
Founded
1915
Country
United States
Website
www.deluxe.com/business-operations/bankers-dashboard/
Vendor Details
Company Name
Verge Systems
Founded
2018
Country
Pakistan
Website
www.financially.co
Product Features
Banking
ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring
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
Dashboard
Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Financial Services
Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Product Features
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management