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ease
features
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support

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Description

SocrateBI, a Business Intelligence solution, is built on the leading MicroStrategy platform that is recognized globally for its effectiveness. With over a million users and numerous businesses leveraging the MicroStrategy Business Platform daily, it plays a crucial role in enhancing decision-making processes. SocrateBI offers the convenience of both cloud-based access through an annual subscription and on-premises installation on clients' servers. This comprehensive module delivers in-depth financial reports and analyses, allowing for greater flexibility in making informed decisions. Additionally, CFAM specializes in payment analysis and features specific reports on operations and cash flow. It also incorporates forecasting capabilities to help visualize trends for upcoming periods. By gaining insights into consumer behavior, businesses can enhance customer retention, boost loyalty, optimize profits for individual clients, and uncover new sales opportunities, ultimately driving overall growth and success. The ability to analyze data effectively is paramount in today's competitive landscape.

Description

You can effortlessly integrate financial statements into pre-established business templates or input Tax Return information into IRS forms with precision and efficiency. This allows you to devote less time to data entry and focus more on the essential aspects of the loan decision-making process. Beyond the standard analysis of financial statements, TAC CREDIT™ offers an extensive array of reporting options for various types of credits, including a complete selection of Narrative Reports, Comparative Global Cash Flow Analyses, and Stress Testing of significant cash flow drivers. Recognizing that each credit situation is unique, the lending decision plays a pivotal role in both community development and the advancement of your banking institution. TAC CREDIT™ supports a thorough examination of the financial data concerning each business and its personal guarantors. Additionally, it streamlines and enhances the efficiency of your annual review process. Financial data for every business is consistently updated for both interim and fiscal periods, ensuring all comprehensive reports and trend analyses reflect the most current information available. By leveraging these tools, you can achieve a more effective and informed lending strategy.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cendyn CMS
Cendyn Guestrev
Cendyn Revintel

Integrations

Cendyn CMS
Cendyn Guestrev
Cendyn Revintel

Pricing Details

$500 per month
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

BITSoftware

Founded

1993

Country

Romania

Website

www.bitsoftware.eu

Vendor Details

Company Name

Tyler Analytics

Country

United States

Website

www.tyleranalytics.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

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

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