BankBI

BankBI

Bankbi
+
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About

Automate financial reporting and deliver daily performance dashboards to measure, monitor and manage performance with actionable daily insights. Our fully automated, cloud-based solution provides rapid time to value for CFOs and their finance departments. We provide CFOs with detailed analysis and efficient reporting to deliver data-driven business performance. Our out-of-the-box solutions empower you to better plan, present, and monitor financial strategy. We lighten the load for CFOs in banks and credit unions by eradicating inefficiencies in reporting processes. Every financial institution should have access to numbers that can be trusted, available anytime and anywhere. This can’t be achieved with traditional monthly reporting, conducted two to three weeks after month-end. Our powerful cloud software lets you move to a daily reporting cycle, providing true financial automation at your fingertips.

About

Phocas offers a cloud-based BI and financial planning and analysis (FP&A) platform tailored for mid-market businesses who make, move and sell. Our intuitive platform makes data analysis and financial planning accessible and straightforward, empowering cross-functional teams to make confident, data-driven decisions. Seamlessly integrating with ERP systems like Epicor, Sage, and Infor, Phocas consolidates data into one centralized platform, unlocking ERP potential and improving workflows across the business. Phocas’ key features are: intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, the Phocas platform provides the clarity you need to stay ahead.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial performance solution for banks and credit unions

Audience

Manufacturers, distributors, and retailers who want better data insights

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bankbi
Founded: 2013
United Kingdom
www.bankbi.com

Company Information

Phocas Software
Founded: 1999
United Kingdom
www.phocassoftware.com

Alternatives

Alternatives

Yurbi

Yurbi

5000fish
pcFinancials

pcFinancials

DSPanel
Calumo

Calumo

insightsoftware

Categories

Categories

Business Intelligence Features

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

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Business Intelligence Features

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

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Big Data Features

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Dashboard Features

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis Features

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery Features

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Qualitative Data Analysis Features

Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

3 Clicks Cloud
Epicor Prophet 21
Infor CloudSuite Distribution
Infor Distribution SX.e
Infor SyteLine
Infor VISUAL
Jim2 Business Engine
MYOB
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Excel
NetSuite
SAP Business One
SAP HANA
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage Intacct
Sage X3
Xero

Integrations

3 Clicks Cloud
Epicor Prophet 21
Infor CloudSuite Distribution
Infor Distribution SX.e
Infor SyteLine
Infor VISUAL
Jim2 Business Engine
MYOB
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Excel
NetSuite
SAP Business One
SAP HANA
Sage 100 Contractor
Sage 300 Construction and Real Estate (CRE)
Sage 50
Sage Intacct
Sage X3
Xero
Claim BankBI and update features and information
Claim BankBI and update features and information
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