Financial Services Analytics

Understand the underlying components of your financial data

Get deeper insights from your siloed financial data with DataHero’s powerful data visualizations and BI dashboards. Track financial KPI’s and project out financials based on predictive data analytics. Uncover a deeper understanding of your business by reconciling multiple financial data sources with DataHero’s business intelligence software.


Visualize financial data from multiple sources

Start tracking profits, cash flow, and expenses by combining data across services that you already use and quickly visualize your entire financial position. When you communicate through real-time data dashboards, you ensure that your entire management team or your financial clients understand the details of their financial situation .

Stay on top of the key factors driving your metrics

With DataHero, you can quickly and easily create stunning charts and visualizations of all your siloed financial data, so you always see the full picture. Ensure financial metrics are always up to date with automated reporting and scheduled updates. Consistent reporting means more informed decision making and better results.


Lightweight reporting tool built for teams

DataHero stands out from other cloud BI tools because of its ease of use. Intuitive features and drag-and-drop functionality allow anyone on your team to segment, pivot, and analyze financial data with ease. Use DataHero as your main reporting tool or to complement more complicated tools with a fast-moving, lightweight analytics platform.

Monitor metrics easily from data dashboards

Combine financial data from places like Quickbooks and Stripe, then schedule updates to keep your charts up to date. With DataHero, your data dashboards bring all your key metrics into one place, allowing you to catch trends, patterns and connections that you might have otherwise missed. Leverage the data from key services to get a full view of your most important financial metrics.


DataHero eliminated all of the manual work we had to do to prepare our Salesforce data for analysis each week, allowing us to focus on the results and insights.

- Peter Reed

Vice President, G2 Capital Partners

Get deeper insights into your financial data

Whether you’re looking for greater visibility into your payments data with Stripe, or you’re looking to make more informed business decisions based on your financial data, DataHero provides robust visualization and dashboarding tools for the financial services industry and beyond. Invest in your financial business intelligence tools with DataHero.


Share and Collaborate

Teams and Sharing

With DataHero for Teams, you can share your charts and dashboards with team members to seamlessly collaborate, or publish read-only dashboards for executives or clients. Administrative controls ensure you’re always in control, while DataHero automatically keeps your data up-to-date, so everyone sees the latest results.

Exports How You Want Them

DataHero’s stunning charts and dashboards can be exported in a variety of formats, from images to Adobe PDFs. Download your insights and email them to colleagues or insert them into your PowerPoint presentations.


Deliver insightful financial analytics with DataHero

DataHero’s financial services analytics tools provide data visualization and KPI dashboards for banking, wealth management, accounting and other services. With DataHero, you can connect to the cloud services your financial services firm already use, or upload files directly from your desktop and start visualizing your financial data in minutes. Automatic updates of your data allow you to always stay up-to-date on your financial results, and access them on the go.  Make your own data dashboards that are automatically updated, saving you time and money. Get started today!