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.
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Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow.
Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place.
Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
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AgilityInsights
AgilityInsights is a transformation and strategy execution platform that helps enterprises improve agility, operational alignment, and business performance through a combination of AI technology and expert advisory services. The platform is designed to connect strategy, execution, governance, team structures, and organizational maturity into a single integrated ecosystem. Businesses use AgilityInsights to address common enterprise issues such as slow execution cycles, disconnected departments, change resistance, limited planning visibility, and data fragmentation. Its AI-powered capabilities include real-time performance monitoring, OKR tracking, maturity assessments, capacity planning, and intelligent recommendations through the AskAI for Outcomes feature. The company supports organizations by implementing agile operating models, restructuring teams, and creating outcome-driven delivery frameworks that improve speed and accountability. AgilityInsights also provides coaching, leadership development, and internal enablement services to help companies build sustainable transformation practices. The platform includes a Growth Portal that delivers scalable learning experiences and self-guided training programs to reinforce agile methodologies across organizations. Case studies highlight measurable improvements in agility, throughput, productivity, and ROI for global enterprises across industries such as banking, retail, and healthcare. By combining advanced AI tools with strategic consulting expertise, AgilityInsights enables enterprises to execute business strategies with greater clarity, collaboration, and measurable impact.
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Anaplan
Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.
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