How Easily Can You Access Data to Tackle the Complexity of Finance, Banking, and Insurance Reporting?

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Creating Complex Reports Like Average Balance Sheets Takes Too Long

Evaluating critical KPIs like average balance sheets, branch profitability, and outstanding loans requires time-consuming static data dumps into Excel for formatting and manipulation. You need a more repeatable process that delivers faster visibility into the KPIs to keep track of the health of your business and branches.

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Answering One-Off Questions Takes Too Long

Responding to questions about average deposits, loans outstanding by officer, and interest income is a time-consuming, manual process when the need for answers is urgent.

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Distributing the Right Information to the Right Individuals Easily is a Struggle

Without an easy way to distribute reports to branch managers, department heads, and other leaders, this becomes a tedious, manual process that takes time away from other critical tasks. Once the reports are distributed, the data are static and out of date, and recipients lack the ability to drill into the data to answer the inevitable questions that arise.

Fast, Accurate Banking and Insurance Reporting Software for Finance Teams

Accelerate Challenging Banking Specific Reporting

Whether you are using FIS, Oracle E-Business Suite, SAP, Sage, MRI, or Microsoft Dynamics, you can quickly and securely create the reporting you need with insightsoftware. Easily create refreshable reports that tackle your most complex needs that currently require multiple exports. For example, create average balance sheets showing only the data you want to see, reports to help you reconcile your income statement to your tax return, apportionment of income for state tax purposes, and more.

Banking Reporting Software

Create Real-Time, Drillable Reports for Your GL and Beyond

Enable the finance team to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes, without help from IT or consultants. With direct access to accurate data from your CORE system, our financial reporting software understands the hierarchies in your CORE system, enabling users to drill into journals, balances, and subledger transactions to find and quickly fix reconciliation or data integrity issues. Go beyond your GL for pricing and HR data, and have a single source of truth for reporting on branch profitability, number of tellers, transactions per month, and easy loan yield calculations.

Real-time reporting software for banking and finance

Tackle One-Off Questions with Ease

Create ad hoc reports on tax accrual by quarter, balance sheet with yield rate, and drill down into the information to answer questions from other departments and regulatory agencies. Create and format your reports exactly how you need them.

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Help Executives and Functional Leaders Visualize Key Metrics

Create live, collaborative financial dashboards to track comparative branch performance, average balance size, number of transactions per period, and loans outstanding by officer. Provide executives with consolidated financial analytics to identify areas for focused collections activity and reduced expense costs. Easily automate the distribution of branch-level reports for managers at each branch.

Reporting dashboards for banking and finance

Integrates with:

Oracle

Deltek

  • Ajera
  • ComputerEase
  • CostPoint
  • Maconomy
  • VantagePoint
  • Vision
  • Vision Cloud

Viewpoint

  • Spectrum
  • Vista

MRI Software

  • Commercial Management
  • Financials
  • Horizon
  • Horizon CRE
  • Qube Horizon
  • Residential Management

Epicor

  • CMS
  • Enterprise
  • ERP E10
  • ERP E9
  • iScala
  • iSolutions
  • Prophet 21
  • Vantage

Infor

  • CloudSuite Financials
  • CloudSuite Industrial (SyteLine)
  • Distribution SX.e
  • Lawson
  • M3
  • System21

Sage

  • AccPac
  • Sage 100
  • Sage 100 Contractor
  • Sage 200
  • Sage 300
  • Sage 300 CRE (Timberline)
  • Sage 500
  • Sage 50cloud Accounting
  • Sage Adonix Tolas
  • Sage Estimating
  • Sage Intacct
  • Sage Intacct Budgeting & Planning
  • Sage MAS
  • Sage X3

Other

  • 24SevenOffice
  • A+
  • AARO
  • AccountEdge
  • Accounting CS
  • Accountmate
  • Acumatica
  • Alere
  • Anaplan
  • Aptean
  • Assist
  • ASW
  • Aurora (Sys21)
  • Axion
  • Axis
  • BAAN
  • Banner
  • Blackbaud
  • BlueLink
  • Book Works
  • BPCS
  • Cayenta
  • CCH
  • CDK Global
  • CedAr e-financials
  • CGI Advantage
  • Clarus
  • CMiC
  • CMS (Solarsoft)
  • Coda
  • Coins
  • Colleague
  • CPSI
  • CSC CorpTax
  • Custom
  • CYMA
  • DAC
  • Data Warehouse
  • Datatel
  • Davisware Global Edge
  • Davisware S2K
  • Deacom
  • DPN
  • e5
  • eCMS
  • Eden (Tyler Tech)
  • Emphasys
  • Entrata
  • Etail
  • Expandable
  • FAMIS
  • Famous Software
  • Fern
  • FinancialForce
  • FireStream
  • FIS
  • FiServ
  • Flexi
  • Fortnox
  • Foundation
  • Fourth Shift
  • Friedman
  • Full Circle
  • GEMS
  • Harris Data (AS/400)
  • HCS
  • HMS
  • IBM Cognos TM1
  • IBS
  • IBS-DW
  • In-House Developed
  • Incode
  • INFINIUM
  • Intacct
  • IQMS
  • iSuite
  • Jack Henry
  • Jenzabar
  • JobBOSS
  • Jonas Construction
  • M1
  • Macola
  • MACPAC
  • Made2Manage
  • MAM
  • MAM Autopart
  • Manman
  • Mapics
  • McLeod
  • MEDITECH
  • MFG Pro
  • MicrosOpera
  • MIP
  • Mitchell Humphrey
  • Movex
  • MRI
  • MSGovern
  • Munis (Tyler Tech)
  • New World Systems
  • Onesite
  • Onestream XF
  • Open Systems
  • PDI
  • Penta
  • PeopleSoft
  • Plexxis
  • PowerOffice
  • PRMS
  • Pro Contractor
  • ProLaw
  • Q360
  • QAD
  • QlikSense
  • Quantum
  • Qube Horizon
  • QuickBooks Desktop Premier
  • QuickBooks Desktop Pro
  • Quickbooks Enterprise
  • QuickBooks Online
  • Quorum
  • RealPage
  • REST API
  • Retalix
  • Ross
  • SmartStream
  • Spokane
  • Springbrook
  • Standalone DB with ODBC/DSN connection
  • Standalone IBM DB
  • Standalone Oracle DB
  • Standalone SQL DB
  • SUN
  • Sunguard
  • SunSystems
  • Sys21
  • SysPro
  • SyteLine
  • TAM (Applied Systems)
  • Thomson Reuters Tax
  • Timberline
  • TIMELINE
  • Traverse
  • TripleTex
  • Unit4
  • Unit4 Agresso
  • Unit4 Business World
  • Unit4 Coda
  • USL Financials
  • Vadim
  • VAI-System 2000
  • Vantage
  • Vertex
  • Visma
  • Winshuttle
  • Wolters Kluwer CCH Tagetik
  • WorkDay
  • Xero
  • xLedger
  • Xperia
  • Yardi
  • Yardi-SaaS
Simplify And Speed Up Your Report Creation Cta

Simplify and Speed Up Financial Report Creation

Whether you’re a spreadsheet expert or new to the business report world, download our Top 10 Best Practices for Financial Reporting in Excel guide to help streamline your report creation process.

Learn How to:

  • Make reports more interactive
  • Increase report usability
  • Tailor reports for your audience
  • Prevent unwanted spreadsheet errors

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“The biggest tangible benefit has been the time saved in reporting monthly financials in SAP, and how Wands has dramatically reduced closing time.”

Difc Logo Rajesh Pareek Chief Financial Officer at DIFC View Customer Story

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