IQFinancials ® - Analytics & Reporting

IQFinancials - Financial reporting, analysis and distribution

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.