Solutions Review’s listing of the best embedded BI tools for finance is an annual mashup of products that best represent current market conditions, according to the crowd. Vendors are assessed if they have a dedicated offering designed for professionals in this industry.
The editors at Solutions Review have developed this resource to assist buyers in search of the best embedded BI tools for finance to fit the needs of their organization and use case. Choosing the right vendor and solution can be a complicated process — one that requires in-depth research and often comes down to more than just the solution and its technical capabilities. To make your search a little easier, we’ve profiled the best embedded providers all in one place. We’ve also included links to each company’s industry-specific product page so you can learn more.
Note: The best embedded BI tools for finance are listed in alphabetical order.
The Best Embedded BI Tools for Finance
Syncfusion offers business intelligence dashboard functionality through Bold BI. The solution integrates with the most common SQL and web-based data sources, as well as custom data sources through the provider. Bold BI can be deployed on-prem, in the cloud or as an embedded analytics product. Users can share dashboards with others across locations and collaborate via built-in support for comments. Bold BI also includes an integration with Microsoft Active Directory for custom security authentication.
Domo is a cloud-based, mobile-first BI platform that helps companies drive more value from their data by helping organizations better integrate, interpret and use data to drive timely decision-making and action across the business. The Domo platform enhances existing data warehouse and BI tools and allows users to build custom apps, automate data pipelines, and make data science accessible for anyone across the organization through automated insights that can be easily shared with internal or external stakeholders.
Dundas BI is a business intelligence, analytics, and dashboard platform that helps organizations turn their data into enterprise-wide, interactive visualizations for faster insights and better decision making. Dundas BI gives users control over their experience and is easy to customize to the preferences and unique needs of different kinds of users. Dundas BI is designed on an open API, making it adaptable to fit the needs of a wide variety of use cases.
The GoodData platform provides creation, delivery, and automated management of analytics at scale that allows organizations to deliver insights to customers, partners, and other users. GoodData is designed to support any analytical product roadmap and enables customers to offer their partners any data source, visualization, interaction pattern, or integration they need. The tool offers analytics and expertise to operationalize intelligent decisions within business applications and business processes.
Hitachi’s Pentaho analytics platform allows organizations to access and blend all types and sizes of data. The product offers a range of capabilities for big data integration and data preparation. The Pentaho platform is purpose-built for embedding into and integrating with applications, portals, and processes. Organizations can embed a range of analytics, including visualizations, reports, ad hoc analysis, and tailored dashboards. It also extends to third-party charts, graphs, and visualizations via an open API for a wider selection of embeddable analytics.
IBM offers an expansive range of BI and analytic capabilities under two distinct product lines. The Cognos Analytics platform is an integrated self-service solution that allows users to access data to create dashboards and reports. IBM Watson Analytics offers a machine learning-enabled user experience that includes automated pattern detection, support for natural language query and generation, and embedded advanced analytics capabilities. IBM’s BI software can be deployed both on-prem or as a hosted solution via the IBM Cloud.
Logi Analytics offers a development platform that allows teams to build, deploy, and maintain the analytics in their applications. With the Logi Platform, analytics content and capabilities are embedded and integrated within an existing application or portal. Application teams maintain control to customize the user experience and meet unique requirements. As part of the Logi Platform, Logi Services introduces REST APIs, allowing developers to programmatically interact with data sources, visualizations, and dashboards.
Looker offers a BI and data analytics platform that is built on LookML, the company’s proprietary modeling language. The product’s application for web analytics touts filtering and drilling capabilities, enabling users to dig into row-level details at will. Embedded analytics in Powered by Looker utilizes modern databases and an agile modeling layer that allows users to define data and control access. Organizations can use Looker’s full RESTful API or the schedule feature to deliver reports by email or webhook.
MicroStrategy merges self-service data preparation and visual data discovery in an enterprise BI and analytics platform. MicroStrategy provides out-of-the-box gateways and native drivers that connect to any enterprise resource, including databases, mobile device management (MDM) systems, enterprise directories, cloud applications and physical access control systems. Its embedded analytics tool allows MicroStrategy to be embedded in other web pages and applications such as portals, CRM tools, chatbots, and even voice assistants like Alexa.
Mode Analytics lets you run advanced analysis by switching between a cloud-based SQL Editor, Python and R notebooks, and interactive visualizations. The SQL Editor enables users to share and search analysis and set definitions while reports update automatically. Dashboard key features include calculated fields, drag-and-drop analysis, and custom visualizations. Notebooks let you expand your analysis, collaborate across team,s and tell stories with the data.
Oracle offers a broad range of BI and analytics tools that can be deployed on-prem or in the Oracle Cloud. The company provides traditional BI capabilities inside its Business Intelligence 12c solution. Oracle Data Visualization provides more advanced features, and allows users to automatically visualize data as drag-and-drop attributes, charts, and graphs. The tool also enables users to save snapshots of an analytical moment-in-time via story points.
Panintelligence pi is a three-in-one solution that combines business intelligence with simple reporting and predictive analytic capabilities via self-service dashboards. Users can white label the software and embed it into existing SaaS products or hook it up to cloud data warehousing and ETL tools for a more seamless experience. pi also centralizes various sources of data and uses AI analytics and automation to make insights readily available while dashboards can be completely customized for each client without the need to write code.
Qlik offers a broad spectrum of BI and analytics tools, which is headlined by the company’s flagship offering, Qlik Sense. The solution enables organizations to combine all their data sources into a single view. The Qlik Analytics Platform allows users to develop, extend and embed visual analytics in existing applications and portals. Embedded functionality is done within a common governance and security framework. Users can build and embed Qlik as simple mashups or integrate within applications, information services or IoT platforms.
Sisense makes it easy for organizations to reveal business insight from complex data in any size or format. The product allows users to combine data and uncover insights in a single interface without scripting, coding or assistance from IT. Sisense is sold as a single-stack solution with a back end for preparing and modeling data. It also features expansive analytical capabilities and a front-end for dashboarding and visualization. Sisense is most appropriate for organizations that want to analyze large amounts of data from multiple sources.
Description: Tableau offers an expansive visual BI and analytics platform, and is widely regarded as the major player in the marketplace. The company’s analytic software portfolio is available through three main channels: Tableau Desktop, Tableau Server, and Tableau Online. Tableau connects to hundreds of data sources and is available on-prem or in the cloud. The vendor also offers embedded analytics capabilities, and users can visualize and share data with Tableau Public. Tableau was acquired by Salesforce for nearly $16 billion in June 2019.
ThoughtSpot is heavily influenced by artificial intelligence and automation. While it may seem complex, ease of use is a strength of the product. It features a full-stack architecture and intuitive insight generation capabilities via the in-memory calculation engine. A distributed cluster manager provides customizable scaling options, and support for existing ETL solutions ensures proper connectivity to desired data sources. ThoughtSpot Embrace allows you to run search and AI analytics directly in existing databases and supports Google Cloud Storage.
TIBCO’s product capabilities are expansive and range from data integration and API management to visual analytics, reporting, and data science. The company’s BI and analytics portfolio comes in two main iterations: TIBCO Spotfire and TIBCO Jaspersoft. TIBCO Spotfire is the company’s more modern platform. It features interactive visualization, data preparation, enterprise-class governance, and advanced analytic capabilities. TIBCO Jaspersoft supports traditional reporting and embedded BI functionality.
Toucan offers a data storytelling platform designed for the non-technical decision-maker. The product lets users communicate actionable insights via a built-in no-code framework. Toucan Toco adapts to usage habits by deploying apps to all devices quickly without additional work, installation, or post-deployment maintenance. Included collaboration capabilities can be utilized via native integrations with Teams and Slack. The tool also touts an adaptive design and the ability to embed charts to websites or other platforms.
Yellowfin is an Australia-based BI and analytics company that specializes in dashboards and data visualization. Its platform features a machine learning algorithm called Assisted Insights that provides automatic answers in the form of easy-to-understand best practice visualizations and narratives. Yellowfin comes pre-built with a variety of dashboards, and users can embed interactive reports into third-party platforms, such as a web page, wiki, or company intranet. The company also offers native apps for mobile devices.
Zoho Analytics is a self-service BI and data analytics tool that lets you incorporate data from a wide range of sources, blend it together, and create cross-functional reports and dashboards. The product features a drag-and-drop designer, as well as different visualization tools to drill down to specifics. A “smart” assistant called Zia can answer questions in the form of reports and KPI widgets via AI, machine learning, and natural language processing. Users can share and publish reports and smart data alerts ping you when outliers or anomalies happen.