Planful vs. BankBI

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.

Budgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch. The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization. Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.

Quick Consols is a specialized financial consolidation software tailored for intricate companies and their group structures. This application streamlines the consolidation process for complex organizations that operate across various fiscal year-ends, currencies, and ERP systems by utilizing a slice-and-dice methodology for reporting. With Quick Consols, users can expect precise and consistent calculations for essential reports and figures. It simplifies both individual company reporting and group consolidations, making these tasks less burdensome. In addition, Quick Consols enhances reporting for business units, profit centers, and cost centers, which empowers users to focus on analyzing data and generating valuable insights regarding financial performance and operational efficiency. The platform boasts an intuitive interface that facilitates easy setup and usage, accommodating an unlimited number of users while also providing extensive support to ensure a smooth experience. Furthermore, this comprehensive tool is designed to adapt as the needs of your business evolve, ensuring long-term value and efficiency.

Enjoy a remarkable 90% discount for a duration of six months on Xero's acclaimed accounting and online bookkeeping platform. Known for its elegant simplicity, Xero provides a diverse array of features that enable businesses to handle their financials with ease, including invoicing, inventory oversight, bank integrations, payroll management, detailed reporting, and app connectivity for a unified experience. Whether a small startup or a large enterprise, Xero has tailored plans that accommodate businesses of any scale, ensuring ample opportunities for expansion. With a robust ecosystem of interconnected applications and links to financial institutions, Xero empowers small businesses to access numerous tools within its versatile platform, promoting efficient operation and financial management. Additionally, for accounting and bookkeeping firms, Xero delivers robust compliance functionalities, innovative practice management solutions, and a centralized cloud-based accounting ledger that provides a comprehensive view of all clients in one accessible location. Xero enhances efficiency by automating data entry through direct integration with banks, invoicing software, point-of-sale systems, and other sources. This secure connection to business bank accounts eliminates the need for manual data entry, and the intelligent bank reconciliation feature adapts to user preferences, further optimizing the reconciliation process while saving time. Ultimately, Xero provides a seamless experience that is both user-friendly and highly effective for financial management.

Planview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.

Inspire Software is an AI-driven strategic execution platform that aims to elevate your organization by centering your employees and teams around growth. Cultivate your workforce through enhanced performance! Based in Jackson, Wyoming, we offer a complete range of applications — including strategy, performance, objectives, feedback, one-on-ones, recognition, learning, pulse, and 360-degree surveys — that extend well beyond basic performance management. With Inspire, you foster leadership at every level of your organization. By aligning your team members with the overall strategy, as they carry out their tasks, your organization experiences growth. Discover more about our innovative solutions at inspiresoftware.com, and take the first step toward transforming your team's potential.

All activities related to stakeholder engagement can be efficiently overseen from a single platform, with the option to incorporate additional modules that enhance governance, environmental, and social aspects. Borealis' Stakeholder Engagement module equips users with essential tools to develop impactful engagement strategies, foster stronger connections with stakeholders, and align operations with recognized industry standards. By centralizing all stakeholder information, the Stakeholder Engagement module streamlines access and simplifies your workload, allowing for more efficient management. Cultivate stakeholder trust through a validated approach. Plan Link your engagement strategy directly to its execution. Borealis offers a mapping tool that simplifies stakeholder analysis, enabling you to prioritize resource distribution effectively. Engage Enhance communication with stakeholders by making it more relevant and timely. Utilizing AI-driven machine learning, Borealis ensures that records remain organized and continually updated. Measure Demonstrate compliance with constantly changing standards. Borealis facilitates easy tracking of progress, creation of comprehensive reports and documentation, and showcases the tangible effects of your initiatives on stakeholder relationships. In this way, you can not only maintain transparency but also build credibility with your stakeholders.

ZenTreasury is an all-in-one cloud-based platform designed for modern finance teams who need full control over IFRS 16 lease accounting and treasury operations. Whether you manage a few dozen or several thousand contracts, ZenTreasury replaces manual spreadsheets with automation, compliance, and real-time visibility. Lease Accounting Capabilities: Full IFRS 16 compliance Automated classification, reassessment, and modifications Accurate journal entries and disclosure reports Multi-currency and multi-entity support Cost center allocations and optional asset-level tracking Role-based access control with detailed audit trails Rapid onboarding with an intuitive user experience Treasury Features: Centralized register for loans, guarantees, FX trades, and derivatives Cash flow forecasting and liquidity planning Treasury accounting entries Internal loan and interest rate management Simplified approvals and process workflows ZenTreasury supports seamless integration into your existing system landscape, helping you maintain accurate records and ensure financial transparency without the complexity of traditional ERP modules. The platform is hosted on enterprise-grade cloud infrastructure with strict security controls, supporting companies in regulated industries and high-growth environments. It is scalable, fast to implement, and backed by expert support. Trusted by enterprises worldwide, ZenTreasury is used across industries and regions by organizations looking to digitize financial operations, reduce compliance risk, and gain better insight into lease liabilities and financial instruments. Whether your priority is automating IFRS 16 reporting or improving treasury control, ZenTreasury delivers a complete solution to modernize your finance function with confidence.

DashboardFox is a powerful tool for business users, providing features like dashboards, interactive visualizations, codeless reporting, data security, mobile access, and scheduled reports. Unlike many other software options, DashboardFox operates on a one-time payment model, allowing users to purchase the software outright without the burden of ongoing subscription fees. It can be conveniently installed on your own server, ensuring that your data remains secure behind your firewall, while also offering managed hosting for those interested in Cloud BI—maintaining your ownership of data and licenses. With DashboardFox, users can easily interact with live data visualizations and create new reports without needing any technical expertise, thanks to its intuitive codeless builder. This makes it a compelling alternative to popular platforms like Tableau, Sisense, Looker, Domo, Qlik, and Crystal Reports, providing similar functionalities with added advantages. Whether you are a small business or a large enterprise, DashboardFox adapts to your needs, making data handling more efficient and accessible for everyone involved.

Grafana Labs provides an open and composable observability stack built around Grafana, the leading open source technology for dashboards and visualization. Recognized as a 2025 Gartner® Magic Quadrant™ Leader for Observability Platforms and positioned furthest to the right for Completeness of Vision, Grafana Labs supports over 25M users and 5,000+ customers. Grafana Cloud is Grafana Labs’ fully managed observability platform designed for scale, intelligence, and efficiency. Built on the open-source LGTM Stack—Loki for logs, Grafana for visualization, Tempo for traces, and Mimir for metrics—it delivers a complete, composable observability experience without operational overhead. Grafana Cloud leverages machine learning and intelligent data management to help teams optimize performance and control costs. Features like Adaptive Metrics and cardinality management automatically aggregate high-volume telemetry data for precision insights at a fraction of the cost. With AI-driven alerting and incident correlation, teams can detect anomalies faster, reduce alert fatigue, and focus on what matters most—system reliability and user experience. Grafana Cloud supports OLAP-style analysis through integrations with analytical databases and data warehouses, allowing teams to visualize and correlate multi-dimensional datasets alongside observability data. Seamlessly integrated with OpenTelemetry and hundreds of data sources, Grafana Cloud provides a single pane of glass for monitoring applications, infrastructure, and digital experiences across hybrid and multi-cloud environments. Backed by Grafana Labs’ global expertise and trusted by 5,000+ customers, it empowers organizations to achieve observability at scale—open, intelligent, and future-ready.