Reporting & Analytics

Help businesses turn data into insight—fast

Deliver insights business users need, when they need them

Help your business clients track transactions and cash flow, spot trends, and get answers faster, without digging through menus or downloads.

BUSINESS REPORTS

Empower businesses with reports to make smarter business decisions

Businesses need easily digestible reports and dashboards to develop future forecasts, guide budget planning, and improve decision-making. With a highly configurable dashboard, your business users see what matters most to them and can quickly reconcile accounts with their accounting system.

CUSTOM REPORTS

Equip businesses to customize reports and share what matters

Allow businesses to create and export CSV custom reports on transaction history, ACH details, and sub-user activity to gain actionable insights on their banking activities. When a business user creates a custom report, they have the ability to save the report as private or share it with other users in the business.

Limit Management

Manage limits better

Manage all limit requests in a single view so your team can approve, adjust, or deny with confidence and transparency.

ACH RETURN & NOC

Manage ACH returns

Notify business clients in real time when ACH transactions are returned or need correction.

With flexible formats, your teams and business users can review, investigate, and resolve issues quickly—without bottlenecks.

UPSWOT DASHBOARD

Deliver actionable business insights

Most digital banking solutions reveal surface-level data.

Alkami’s upSWOT partnership gives your team and business users a deeper view—tying cash flow, accounting data, and CRM insights into a single dashboard of business health.

Business digital banking products built for every business—at every stage

Supercharge your digital banking experience with products to fit the needs
of your account holders and institution.

MANTL Business Account Opening

Streamline digital account opening for business owners.

Business Administration

Offer flexible sub user entitlements and limits.

Payments

Provide an integrated payments experience that drives engagement and revenue.

Positive Pay & ACH Reporting

Strengthen fraud defenses and automate ACH reporting for seamless payment management.

Receivables

Embed invoicing and payment acceptance directly into digital banking.

Automated Billing

Originate billable transactions and automatically manage them.

Reporting & Analytics

Improve decision-making, cash flow forecasting, and budget planning.

Security & Fraud Protection

Apply defense-in-depth to protect account holders and your institution.

Data & Marketing

Grow business revenue with data insights, AI, and marketing automation.
J.D. Power 2025 Mobile App Platform Certification ProgramSM recognition is based on successful completion of an audit and exceeding a customer experience benchmark through a survey of recent servicing interactions. For more information, visit jdpower.com/awards.

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Starter
Compliance

Catch fraud early
and reduce risk

Growth-
Oriented

Expand your commercial
capabilites

Advanced
Payment Security

Advanced protection
with revenue generation
Check Positive Pay Solutions
Payee Positive Pay
Check Positive Pay
Teller Validation
Reverse Positive Pay
ACH Positive Pay Solutions
ACH Positive Pay (debits)
ACH Positive Pay (credits)
ACH Credit Origination Protection
Reporting Solutions
Account Reconciliation
ACH Returns & NOCs
EDI Translation