Legacy Reporting Process - Takes hours or days
Run extract report on your core system
Export the data to a file
Import the data into Excel
Manually reformat the data for final presentation
Save or manually distribute to end users
Process - Just takes seconds
Setup a report template once
Let IQFinancials retrieve the data and format for final presentation
Schedule the report for hands off distribution
IQFinancials® includes an Excel add-in that works directly to pull data from your core banking GL system and data warehouse. Maybe you are using Fiserv, FIS, Jack Henry or other core banking system. This tool snaps onto your core to save time and automate your reporting tasks.
Cut reporting time in half
IQFinancials can cut the time your institution spends building financial reports in half to free up valuable resources for analysis instead of building manual reports.
Drill from Summary to Detail
Make every cell in your spreadsheet drillable. Start with summary data and drill down to cost center and transaction levels right from your spreadsheet.
Old vs New
Too good to be true? See for yourself.
Now is a great time to see this reporting automation tool in action. Schedule a 30 min demo so you can see how this will save your institution time and effort while improving the quality of your reporting deliverables.