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Financial Reporting and Analysis

Banker’s Dashboard takes care of the manual work – giving you and your team the time and resources you need to manage performance and more accurately predict earnings.

  • Daily and on-demand access to your financial reporting.  (including consolidated reports, branch-level reports, regulatory reports and ratios, historical and budget comparisons) with no rekeying of data, Excel spreadsheets, or complex formula creation and maintenance. Now  your management team can spend time analyzing, instead of crunching numbers.
  • Immediate answers to your questions. You can perform drill-down research into branch, loan, GL account and loan officer information – all the details you want to know.
  • Out-of-the-box ready. You, your management team, and other trusted advisors can access your financial information in as little as 72 hours with minimal involvement from your IT department and no software installation. We update and maintain Banker’s Dashboard daily for you.
  • Anywhere access over the Internet. No matter where you are, you can start each morning with a current view of your bank’s performance. Eliminate errors and save valuable time by creating your board package with the touch of a button. What took days before can be accomplished in just minutes -- without using Excel spreadsheets and complex formulas.
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From one of our raving fans:

“The Dashboard puts our information into one location and into easy to use formats and reports that non-financial people, like loan officers and branch managers, can understand. And it’s easy for them to access on the Internet every morning.”

 

Howard Piper, CFO
Peoples State Bank of Commerce
Franklin, Tennessee
Peoples State Bank of Commerce

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Tonya FreemanTonya Freeman
VP, Corp. Accounting
South Carolina Bank and Trust Bank

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Tonya Freeman
VP, Corp. Accounting
South Carolina Bank and Trust Bank