Business intelligence software, cash flow reporting

What is Business Intelligence?

First theorized in 1958 by the German economist Hans Peter Luhn, Business Intelligence (BI) refers to all the IT solutions that enable the use of a company's data to generate analytical reports that optimize strategic and operational decision-making.

At NEOFI, BI is divided into two parts: data preparation and data visualization.

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The data preparation

The most time-consuming phase of Business Intelligence, this part is most often delegated to technical departments, neglecting to include in the preparation process the person who best understands this data: the analyst .

NEOFI Analytics offers self-service data preparation, allowing functional users to interact during this phase, ensuring that data is not overlooked due to a lack of understanding.

Discovery

Easy integration of your data files (supported formats: TXT, XLS, CSV, JSON, ACCDB, XML, etc.).

Visual presentation of data to facilitate understanding of its distribution.

Cleaning

Identification of data quality issues: null, incorrect, inconsistent, unreadable values, etc...

Transformation to correct or remove incorrect values without unbalancing the structure.

Structuring

In NEOFI Analytics, data structuring can be done by splitting columns, pivoting rows, deleting fields...
NEOFI Analytics suggests a transformation with highlighting of data sections.

Enrichment

Aggregation and harmonization of different datasets from various sources to obtain a single, comprehensive dataset containing all necessary information.

Use of machine learning to identify appropriate join keys for the diverse datasets.

Validation

Display of the final rendering of the aggregated dataset for verification.

Validation of the output dataset (structure and content planned before publication for broader analysis).

Publication

Once the data has been structured, cleaned, enriched and validated, its publication allows it to be used with the visualization and analysis tools of NEOFI Analytics.

Easy banking communication, step-by-step workflow

Data visualization

Say goodbye to fundamentally similar charts when the data is different.

With NEOFI Analytics' data visualization, you work with your data live using interactive charts.
You can interact with the visuals to delve deeper into the analysis.
You can navigate through all your data in just a few clicks.

Personalization

Because your company's organization is unique, you can't settle for standard reports.

With NEOFI Analytics, create and customize as many reports as needed based on the most relevant indicators.

Structuring

Build your reports exactly how you want them, then configure your data sources for automatic updates.

No more time wasted on manual updates and repetitive copy-pasting.

Drag and drop

Use the drag-and-drop function to generate intuitive data visualizations in minutes.

No programming knowledge is required.

Depth

Combine multiple datasets, filter by attribute and segment by cohort to analyze your data in more detail and discover relevant information.

Sharing

With its PDF export features, role-based and scope-based permissions, NEOFI Analytics allows you to break down silos in access to your reports so that they can be used by your teams.

What is Business Intelligence?

First theorized in 1958 by the German economist Hans Peter Luhn, Business Intelligence (BI) refers to all the IT solutions that enable the use of a company's data to generate analytical reports that optimize strategic and operational decision-making.

At NEOFI, BI is divided into two parts: data preparation and data visualization.

The data preparation

The most time-consuming phase of Business Intelligence, this part is most often delegated to technical departments, neglecting to include in the preparation process the person who best understands this data: the analyst .

NEOFI Analytics offers self-service data preparation, allowing functional users to interact during this phase, ensuring that data is not overlooked due to a lack of understanding.

Discovery

Easy integration of your data files (supported formats: TXT, XLS, CSV, JSON, ACCDB, XML, etc.).

Visual presentation of the data to facilitate understanding of its distribution.

Cleaning

Identification of data quality issues: null, incorrect, inconsistent, unreadable values, etc...

Transformation to correct or remove incorrect values without unbalancing the structure.

Structuring

In NEOFI Analytics, data structuring can be done by splitting columns, pivoting rows, deleting fields...
NEOFI Analytics suggests a transformation with highlighting of data sections.

Enrichment

Aggregation and harmonization of different datasets from various sources to obtain a single, comprehensive dataset containing all necessary information.

Use of machine learning to identify appropriate join keys for the diverse datasets.

Validation

Display of the final rendering of the aggregated dataset for verification.

Validation of the output dataset (structure and content planned before publication for broader analysis).

Publication

Once the data has been structured, cleaned, enriched and validated, its publication allows it to be used with the visualization and analysis tools of NEOFI Analytics.

Data visualization

Say goodbye to fundamentally similar charts when the data is different.

With NEOFI Analytics' data visualization, you work with your data live using interactive charts.
You can interact with the visuals to delve deeper into the analysis.
You can navigate through all your data in just a few clicks.

Personalization

Because your company's organization is unique, you can't settle for standard reports.

With NEOFI Analytics, create and customize as many reports as needed based on the most relevant indicators.

Structuring

Build your reports exactly how you want them, then configure your data sources for automatic updates.

No more time wasted on manual updates and repetitive copy-pasting.

Drag and drop

Use the drag-and-drop function to generate intuitive data visualizations in minutes.

No programming knowledge is required.

Depth

Combine multiple datasets, filter by attribute and segment by cohort to analyze your data in more detail and discover relevant information.

Sharing

With its PDF export features, role-based and scope-based permissions, NEOFI Analytics allows you to break down silos in access to your reports so that they can be used by your teams.

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Payments

Treasury

ETL

Piloting

Analytics

Anti-fraud

Bank charges

Journal Entry

NEOFI Analytics

The integrated Business Intelligence solution: data collection, analysis and reporting

Get an overview of your data at a glance

Simple, effective and easy to use, we'll explain it all in detail.

What is Business Intelligence?

The data preparation

Discovery

Cleaning

Structuring

Enrichment

Validation

Publication

Data visualization

Personalization

Structuring

Drag and drop

Depth

Sharing

What is Business Intelligence?

The data preparation

Discovery

Cleaning

Structuring

Enrichment

Validation

Publication

Data visualization

Personalization

Structuring

Drag and drop

Depth

Sharing

This solution is also available in SaaS mode

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Cost containment

Always up to date

Scalable

Secure

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The integrated Business Intelligence solution:
data collection, analysis and reporting

Simple, effective and easy to use,
we'll explain it all in detail.