Reporting & Analytics

Raise your business intelligence

Report. Analyze. Repeat.

Business reports yield valuable insights and help business users spend less time searching for answers. Help businesses keep track of transactions and cash flow, identify trends, and obtain business intelligence when and where they need it.

Business Reports

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, business users see what matters most to them and can quickly reconcile accounts with their accounting system.

Custom Reports

Deliver value from the data

Allow business users 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 account holder creates a custom report, they have the ability to save the report as private or share it with other users in the business.

Business Transaction Limit Management

Manage limits better

With our business transaction limit management dashboard, you can make an informed decision on business limit adjustments while managing all incoming requests easily and securely in a single view.

ACH Return & Notification of Change

Manage ACH returns

The ACH Return and Notification of Change solution immediately notifies users who originate ACH transactions when an item is returned or the originated payments have incorrect information. Access to real-time information and the ability to export it in a variety of digital formats is critical for businesses to investigate and understand the situation. We understand how important this is for you and especially your business account holders.

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UPSWOT DASHBOARD

Actionable business insights

Banks and credit unions are missing the mark when it comes to delivering commercial account holders cash management insights and advice to help them succeed and grow their business. That’s why Alkami has partnered with upSWOT to empower businesses and financial institution relationship managers to build loyalty, deliver more personalized and relevant offers, and gain visibility into business health.

DATA ROI POTENTIAL DASHBOARD

Discover the ROI potential from hidden business accounts

Is your institution able to quantify ROI from businesses operating out of a personal account? Alkami digital banking clients can.

The Data ROI Potential Dashboard identifies users who receive payments from competitive merchant payment processors in their consumer account. Our clients can then send a personalized offer to open a business checking account which can lead to significant fee income for the bank or credit union.

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