Reporting in Finbotic
AI-Driven Lending Reporting and Analytics Tailored to Your Business Needs
Talk to an ExpertFinbotic comes with powerful reporting functionality built in, so you always know your business ROI. All the lending-related data that enters the System is processed and updated with every action on every loan application. You can review the information in the intuitive and configurable dashboards of the dedicated Reports Workplace.
Make informed decisions and drive growth with intelligent reporting tools
Finbotic ULM for complete automation of the peer-to-peer crediting process.
Request a DemoConfigurable reports allow you to receive all the important business performance metrics at a glance and then drill down into reporting and analytics. A natively built workplace instantly pulls required risk, portfolio, operational, and underwriting data from your Finbotic portal and formats it to meet your requirements.
Thanks to the unmatched level of automation of Finbotic ULM, there’s no room for human error which results in clean data being processed for your reporting needs, giving you a true and clear understanding on different aspects of your business.
Originators, underwriters, servicing officers, and collectors all have different KPIs. This is considered in Finbotic and for different user types, the System will pull different data points, giving the lender a 360 view of their business including customer, vendors, and staff information.
Thanks to the unified and integrated nature of the solutions, Finbotic offers enterprise-level flexibility and configuration freedom in terms of reporting. All the data is collected, analyzed, and formatted for reporting to regulators or stakeholders under the single roof and creating a new custom report takes a few clicks in an intuitive interface.
Reporting features that your business needs
Finbotic offers a CRM-level insight into the performance of the business and behaviors of users specifically tailored to the lending industry and powered by proprietary award-winning AI.
Accounting and Customer Details
Ready to use in Finbotic or as an exported file, the report lets you easily track loans, days past due (DPD), commissions, fees, outstanding amounts, terms, and more.
Accounting Cash Flow
Analyze accrued amounts, maturity dates, fees and repayments.
Bank Account Statements
Pull bank statements data through an easy integration and get a more meaningful insight into the client's creditworthiness.
Credit Risk Report
Conduct portfolio analysis by state, risk level, or delinquency buckets.
Customer Data
Pull customer data in bulk or easily configure custom reports with data points you’d like to export.
Executive Report
Present data in form of easy-to-understand diagrams with possible drill downs into the specifics, all within the Finbotic interface.
Expected Payments
Get a list of all the expected payments for a regulator or a stakeholder.
Loan Data
Analyze all available data on the loans in your system.
Payment Information
Review the payments made both from you to the borrowers and vice versa.
Originators and Underwriters Performance Reports
Analyze originators’ or underwriters’ performance based on the metrics specifically tailored to their position.
Business Performance Dashboard
A state-of-the-art reporting page that gives you an overview of the entire lending business at a glance.
Detailed Documentation
Download package includes links to online documentation. It covers all crucial information about how to get started, customize template and components usage.
Unlimited space for configuration
Solutions for SME clients
Excel Report Constructor allows customers to create custom Excel reports without additional development using PowerPivot and Power Query. Charts are generated automatically based on supported data models.
Use Smart Markers to create new reports templates and pull exactly the data you need in a matter of minutes.
For an additional fee, advanced reporting customizations can be implemented to tailor Dashboards to customer’s unique requirements
Solutions for enterprise clients
During system implementation, Finbotic BA’s work with stakeholders to configure reports and dashboards to each role. Each role can have unique dashboards for most relevant data.
Your staff will be trained by our team to use Enterprise Tools to build custom reports with SQL-based queries and configurable UI.
Integrate with your favorite business tools
Use Finbotic API to integrate with your BI tools of choice tools like PowerBI, Tableau, or your own data warehouse for enhanced reporting and analytics.
Lending accounting made simple
Finbotic allows you to easily generate and use Excel Reports, CSV import, and integration with:
- QuickBooks
- Xero
Success Stories
Finbotic team was able to provide Zilingo with an end-to-end lending solution that helps us automate origination, approval, servicing, repayment and more. Thanks to its cloud-based nature, our employees and clients around the globe can access the system at any time. In Finbotic we’ve found a reliable partner. We know that whenever there’s a challenge, we can work out the optimal solution together.
Finbotic team was able to provide Zilingo with an end-to-end lending solution that helps us automate origination, approval, servicing, repayment and more. Thanks to its cloud-based nature, our employees and clients around the globe can access the system at any time. In Finbotic we’ve found a reliable partner. We know that whenever there’s a challenge, we can work out the optimal solution together.
The users like the platform we got from Finbotic much better. And regulatory compliance got much simpler. Thanks to Finbotic’s screening and reporting functionality, we weed out the vast majority of the dangerous borrowers. Then the system-generated reports can be used for our regulators. Our new Finbotic platform has exceeded expectations, and the overall user experience has improved.
The users like the platform we got from Finbotic much better. And regulatory compliance got much simpler. Thanks to Finbotic’s screening and reporting functionality, we weed out the vast majority of the dangerous borrowers. Then the system-generated reports can be used for our regulators. Our new Finbotic platform has exceeded expectations, and the overall user experience has improved.
Finbotic facilitated growth and even enabled it. They helped us take excess capacity and fill it. We haven’t changed our business, but we have grown it. In-house financing helps us make sure that the operating rooms are full. With software like Finbotic, any clinic can do it. What’s nice about the platform is its flexibility. The system is structured enough for a newcomer but as you gain expertise it has the flexibility to adjust to a more dynamic organization.
Finbotic facilitated growth and even enabled it. They helped us take excess capacity and fill it. We haven’t changed our business, but we have grown it. In-house financing helps us make sure that the operating rooms are full. With software like Finbotic, any clinic can do it. What’s nice about the platform is its flexibility. The system is structured enough for a newcomer but as you gain expertise it has the flexibility to adjust to a more dynamic organization.
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