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Description
Meetings that center on your organization's performance often lack sufficient preparation time. With FIN Reporter, users gain comprehensive control over reports, metrics, peer comparisons, time periods, and visuals, allowing for tailored content suitable for any meeting context. To ensure your meeting content aligns perfectly with its focus and goals, leverage unique data to craft presentations that foster agreement and adapt to any time constraints. You can analyze your institution's performance against both peer benchmarks and independent trends, honing in on the specific metrics that are most relevant for the discussion at hand. By creating compelling meeting materials that inspire action, you can make a significant impact. The platform offers UBPR or FPR report formats, more than 50 pre-configured FIN reports, and user-friendly features for metric exploration. Additionally, the ability to toggle peer groups and adjust time spans, coupled with options for profit, growth, risk, and offering reports, enhances the capacity to view both multi-metric and single-metric reports. This versatility ensures that every meeting is not only informative but also strategically valuable.
Description
Customized financial models, advanced KPI dashboards, and insightful recommendations from our specialists empower you to enhance customer loyalty, secure funding, and surpass your goals, all supported by our team's wealth of knowledge and experience. These tools are designed for you to easily access or present to your board or venture capital team. Employing a full-time executive can be a significant financial burden, but our service provides the advantages of extensive SaaS finance expertise at a fraction of the typical cost. We are deeply immersed in SaaS financial matters every single day, effectively becoming an integral part of your team. The SaaS model diverges from conventional business practices, and your financial systems should reflect that difference. Eliminate uncertainty regarding the optimal ways to leverage your data; we have established SaaS-specific frameworks for your metrics to facilitate precise business decisions in collaboration with our knowledgeable team. Regardless of whether you're facing resource constraints or simply lack the time to strategize effectively, we are committed to addressing the unique needs of your business and helping you thrive in the competitive landscape. Our approach ensures that you are not just keeping pace but are also positioned for growth and success.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
FI Navigator
Founded
2011
Country
United States
Website
fi-navigator.com/performance-reporting
Vendor Details
Company Name
KPI Sense
Founded
2019
Country
United States
Website
kpisense.com
Product Features
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
Product Features
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