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What is Banker's Dashboard?

Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.

What is BeProfit?

The BeProfit application serves as a user-friendly dashboard tailored for eCommerce entrepreneurs, enabling effective management of both expenses and profits while offering a clear snapshot of business performance. This versatile tool empowers users to monitor, evaluate, and enhance various aspects, including marketing strategies, order fulfillment, and product offerings. Among its numerous features is the capability to create, export, and schedule customized reports, allowing users to identify their highest-grossing products. Additionally, the app integrates seamlessly with advertising platforms, delivering crucial insights into advertising expenditures, all presented in a simplified manner to enhance profitability. With support for platforms like Facebook Ads, Instagram Ads, and Google Ads, BeProfit helps streamline marketing efforts. By enabling precise profit tracking, BeProfit emerges as a vital resource for businesses aiming for growth and success. Ultimately, it positions itself as an indispensable tool for eCommerce sellers looking to maximize their potential.

Media

Media

Integrations Supported

Amazon
CoreBank
FPS GOLD Banking Software
Facebook Ads
Finacle
Fiserv
Fiserv Fixed Assets for DNA
Fusion Essence
Fusion Phoenix
Instagram
Instagram Ads
Pinterest
Pinterest Ads
Shopify
Snapchat
TikTok
TikTok Ads
Wix
WooCommerce

Integrations Supported

Amazon
CoreBank
FPS GOLD Banking Software
Facebook Ads
Finacle
Fiserv
Fiserv Fixed Assets for DNA
Fusion Essence
Fusion Phoenix
Instagram
Instagram Ads
Pinterest
Pinterest Ads
Shopify
Snapchat
TikTok
TikTok Ads
Wix
WooCommerce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Deluxe

Date Founded

1915

Company Location

United States

Company Website

www.deluxe.com/business-operations/bankers-dashboard/

Company Facts

Organization Name

BeProfit

Company Location

Israel

Company Website

beprofit.co/

Categories and Features

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Business Performance Management

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

Dashboard

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

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

Dashboard

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

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

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