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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

Pixel-perfect Reports

Ad Hoc Reports

Canned Reports

Ad Hoc Datasets

Ad Hoc Designers

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 →

See What our Customers are Saying:

"Low TCO (was cost-effective for us), the support, ease of use, availability of the product, and how quickly we could get up and running with it."

~ Corie Autry, Director of IT, Anchor Risk and Claims Management

Read the review on Gartner Peer Insights

"Wyn Enterprise has operated as designed and is fully web-based - no desktop tools required. In my use of Wyn, it has not run into any issues and all scheduled reports have been generated and distributed flawlessly."

~ CIO in the Manufacturing Industry

Read the review on Gartner Peer Insights

"Enterprise-grade report server with extensive report design functionality packaged in web-based designer with access to excellent product support from the GrapeCity team."

~ Enterprise Account Management System Product Owner

Read the review on Gartner Peer Insights

Read Wyn Enterprise reviews on G2

Ready to Learn More?

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