Legacy Reporting Process - Takes hours or days
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Run extract report on your core system
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Export the data to a file
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Import the data into Excel
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Manually reformat the data for final presentation
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Save or manually distribute to end users
Automated
Process - Just takes seconds
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Setup a report template once
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Let IQFinancials retrieve the data and format for final presentation
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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.
Old vs New