Finance & Banking Reporting Software Solutions

Home > Solutions > Financial Services

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

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.

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.

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 Once the reports are distributed, the data are static and out of date, and recipients lack the ability to drill into the data to answer the inevitable questions that arise.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

Schedule a Demo

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.

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.

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

E-Business Suite (EBS)
EPM Cloud
Essbase
Financial Consolidation and Close (FCCS)
Fusion
Hyperion Enterprise
Hyperion Financial Management (HFM)
Hyperion Planning
Planning and Budgeting Cloud Service (PBCS)
Tax Reporting

JD Edwards

Microsoft

SAP

BPC (HANA, MS or Netweaver)
Business ByDesign
Business One (B1)
Business Warehouse (BW)
ERP
ERP Central Component (ECC)
S4 HANA

NetSuite

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

ERP MAS
Sage100

Other

24SevenOffice
A+
AARO
AccountEdge
Accounting CS
Accountmate
AccPac
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
Mokum
Movex
MRI
MSGovern
Munis (Tyler Tech)
New World Systems
Onesite
Onestream XF
Open Systems
PDI
Penta
PeopleSoft
PIC
Plexxis
PowerOffice
PRMS
Pro Contractor
ProLaw
Q360
QAD
QlikSense
Quantum
Qube Horizon
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

Download Now

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

Rajesh Pareek Chief Financial Officer at DIFC View Customer Story

View Customer Stories

Speak to an Expert

- Interested in Financial Reporting
- Interested in Business Analytics and Dashboards
- Interested in Data Warehousing/BI Cubes
- Interested in Multiple Companies/Databases Consolidation
- Interested in Report Sharing and/or Scheduling
- Interested in Power BI
How Can We Help?*
First Name*
Last Name*
Business Email*
Phone Number*
Company Name*
Do you resell software?
- Yes
- No
Job Title
Industry
Primary ERP / EPM System
ERP / EPM Version
Current ERP Implementation Partner
Product of Interest
Company Size
Role
Country*
State/Province*
Comments
- I agree to receive digital communications from insightsoftware containing, news, product information, promotions, or event invitations. I understand that I can withdraw my consent at any time.
Referral URL
First Click URL
Pardot Visitor ID
Partner
Google Client ID
dataLayer Form Type
Is Google Experiment
Salesforce Campaign
Chili Piper Product Line
Chili Piper Country
Chili Piper ERP System
Chili Piper State
Chili Piper ERP Version
DemandBase SID
3rd Party Company Name
3rd Party Industry
3rd Party Sub Industry
3rd Party Employee Range
3rd Party Revenue Range
3rd Party Street Address
3rd Party Data Source
3rd Party Country
3rd Party Primary SIC
3rd Party Watch List Account Type
3rd Party Watch List Account Status
3rd Party Watch List Campaign Code
3rd Party Watch List Account Owner
3rd Party Primary NAICS
3rd Party Website
Comments
This field is for validation purposes and should be left unchanged.

Tackle Your Most Challenging Finance Reports and Gain Visibility into Branch Performance