Business Intelligence for the Financial Industry

Streamline and optimize business processes. Predict and capitalize on trends with embedded business intelligence for finance.

Embedded BI for Finance Teams

Embedded business intelligence for the financial industry provides a roadmap for you to see the larger picture or more granular details, allowing you to concentrate on asking the right questions.

Empower Teams with Data Insights

Instant access to KPIs allows everyone to uncover market volatility and track market trends.

Secured Data with Role-based Permissions

Securely share reports and dashboards across the team with a BI platform with built-in end-to-end security.

Embedded BI to Grow with Your Business

Simple licensing allows you to lower and maintain BI costs, even as you scale up in users and data.

Benefits of Finance BI

Evaluate your financial health with a unified embedded BI platform.

  • Predict and capitalize on trends
  • Increases profitability
  • Reduces risk exposure
  • Eliminates data silos
  • Enhances collaboration
  • Improves insight into consumer behavior
  • Reduces risks

View our BI report and dashboard visual gallery→

Visualizing Your Finance BI with Dashboards

Here, we'll look at dynamic and interactive financial dashboards that any end-user can create in minutes. 

Read More →

Financial Risk Management

Analyze trading risks, plan budgets, assess portfolios, and audit your organization for regulatory purposes.

Financial Comparisons Dashboards

Visualize year-over-year comparisons, find financial trends and growth patterns.

Track Profit and Loss with a CFO BI Dashboard

Gain a real-time, consistent, and accurate view of financial data with a CFO dashboard.

Read More →

Profit and Loss Analysis

Estimate budget vs actuals, general ledger account statements, balance sheets, and annual earnings reports.

Performance KPIs and Scorecards

Visualize your profitability, value management, COGS, profit margins, credit, collections, and more.

Request a Personalized Demo of Wyn Enterprise

Get an interactive look inside Wyn Enterprise with one of our experts.

Finance Dashboards

With financial comparison dashboards, users can find financial trends and growth patterns and uncover market volatility.

  • Create self-service dashboards and reports.
  • Intuitively create ad hoc visualizations and reports with drill-down and cross-filter functionality.
  • Use Wyn's Calc Charts to derive ad hoc calculated KPIs from aggregate data.

Create a finance dashboard in minutes→

Powerful BI Reporting Module

Find economic trends, growth patterns, and uncover market volatility.

Ideal for self-service reporting, create customized reports with a drag-and-drop user interface.   Automated distribution

  • Ad hoc reporting
  • Pixel-perfect print outputs

Ad Hoc Reports

Canned Reports

Ad Hoc Datasets

Ad Hoc Designers

Pixel-perfect Reports

Embedded BI to Grow with Your Business

Save BI costs and maintain your budget as your business grows.

Wyn's simple, transparent licensing allows room for business growth. Embed Wyn Enterprise in an unlimited number of applications with an unlimited number of end-users, for a flat fee.

  • No per-user fees
  • No data limitations

Learn more about our unique licensing model →

Testimonials

Don’t take our word for it.
See what our customers have to say.

“Wyn is a great tool with an awesome support team.”
Wyn has been a game-changing addition to our tech stack. It has enabled us to save a massive amount of time for our engineering team by pushing more of the workload to BI-focused team members such as myself, and has allowed us to create new deliverables for clients at a speed that is unmatched.
Charles B.
President, Small-Business
"Writing reports are easy to use as well as very flexible to meet customers' needs."
Love the flexibility of creating reports from simple to very complicated. I have yet to find something that Wyn Enterprise hasn't been able to support. We also use Wyn Enterprise for a lot of our internal documents as well that are on a monthly scheduler to automatically execute.
Dwane B.
Business Analyst, Enterprise Business
"Remarkably simple yet very powerful"
Simple to install and deploy, great customer support and service. And support team have been AWSOME, always quick to answer a question or get you the resources you need to make your project a success.
Stephen J.
Director IT, Small-Business
"Great reporting platform and support team"
The reporting platform continues to evolve and keep up with changes in technology; the support team is solid and responds quickly, and the product team listens and responds to feedback and product needs. Our software solution requires a flexible reporting platform that allows users to run canned reports and build their own and this is a pretty good fit.
Ian P.
Product Development, Small-Business

Ready to Learn More?

Request a demo with one of our embedded BI experts or get a free trial.