Adfinity

Adfinity

EASI
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About

Reinvent your entire administration & augment your accountants through artificial intelligence & machine learning. Eliminate all manual input & shift your focus to tasks with added value. Adfinity is accounting, financial & commercial management software for finance managers that want to take their job - and their team - to the next level. It brings added value in terms of reporting, automation, digitization of workflows and paperless working. Oversee the global health of your business and make strategic decisions using real-time, in-depth financial reporting & analytics. Automate & digitize your operational processes, budget control, financial planning and analysis. Save time, reduce human errors and get more done. Eliminate all manual input, paper administration, and human errors. Let Adfinity take care of recurring tasks and concentrate on added value for your business.

About

Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Accounting, financial and commercial management software for finance managers

Audience

Bank and Credit Union CFOs and CEOs

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

We offer a tiered pricing model that is determined by the asset size of the bank or credit union we are working with. Click the Schedule Demo button to learn more about the costs for your institution.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.8 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Pros from Real Users

Pros

  • Ease of use, simplicity of information, plug and play system. Strong support system and personnel.
  • The system is extremely user friendly and provides so many calculations that we need for our reporting as well as managing our daily tasks.
  • Banker's Dashboard is very user friendly. We use the prebuilt reports daily such as the income statement compare and balance sheet compare. Our favorite report is the margin comparison report. It has been very helpful to us during this rising rate environment and closing monitoring our cost of funds. We really like that the budget can be created within dashboard and then you are able to pull various reports with the budget information.
  • This makes me life so much easier. I can monitor anything I want and run reports for whatever we need. It helps me to monitor our growth as a bank as well.
  • The product is strong and has excellent coverage of assessing financial performance of a bank. Banker's Dashboard continually works to provide information as requested by our Bank and are continually thinking of new ways to improve their product. last but not least the support is impeccable and personable.
  • Dashboard is so easy to navigate and understand. Reports are easy to create and maintain within the software.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

EASI
Founded: 1999
Belgium
easi.net/en/solutions/adfinity

Company Information

Deluxe
Founded: 1915
United States
www.deluxe.com/business-operations/bankers-dashboard/

Alternatives

Alternatives

SNL Banker

SNL Banker

S&P Global
Axiom Software

Axiom Software

Syntellis Performance Solutions
NexJ CRM

NexJ CRM

NexJ Systems Inc.
Epicor Financials

Epicor Financials

Epicor Software

Categories

Categories

Banking Features

ATM Management Not Supported
Compliance Tracking Not Supported
Corporate Banking Supported
Credit Card Management Not Supported
Credit Union Supported
Investment Banking Supported
Multi-Branch Supported
Online Banking Not Supported
Private Banking Supported
Retail Banking Supported
Risk Management Not Supported
Securities Management Not Supported
Transaction Monitoring Supported

Business Performance Management Features

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

Dashboard Features

Annotations Not Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Supported
KPIs Not Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Not Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Supported
Widgets Supported

Financial Management Features

Budgeting & Forecasting Supported
Cash Management Not Supported
Consolidation / Roll-Up Supported
Currency Management Not Supported
Financial Reporting Supported
Investment Management Supported
Project Management Not Supported
Revenue Recognition Supported
Risk Management Not Supported
Tax Management Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Supported
Balance Sheet Supported
Cash Management Not Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Financial Services Features

Analytics Supported
Branch Optimization Supported
Channel Management Not Supported
Compliance Management Not Supported
Customer Engagement Not Supported
Performance Management Supported
Risk Management Not Supported

Integrations

Babelway Supported
Basware Supported
Bright Analytics Supported
CoreBank Not Supported
EMAsphere Supported
FPS GOLD Banking Software Not Supported
Finacle Not Supported
Finastra Essence Not Supported
Fiserv Not Supported
Fiserv Fixed Assets for DNA Not Supported
Fusion Phoenix Not Supported
Isabel 6 Supported
Microsoft Dynamics 365 Supported
Microsoft Excel Supported
Microsoft Power BI Supported
SAP CRM Supported
SAP ERP Supported
Salesforce Supported

Integrations

Babelway Not Supported
Basware Not Supported
Bright Analytics Not Supported
CoreBank Supported
EMAsphere Not Supported
FPS GOLD Banking Software Supported
Finacle Supported
Finastra Essence Supported
Fiserv Supported
Fiserv Fixed Assets for DNA Supported
Fusion Phoenix Supported
Isabel 6 Not Supported
Microsoft Dynamics 365 Not Supported
Microsoft Excel Not Supported
Microsoft Power BI Not Supported
SAP CRM Not Supported
SAP ERP Not Supported
Salesforce Not Supported
Claim Adfinity and update features and information
Claim Adfinity and update features and information