Financial Services Analytics

Your Oracle data and your reports, finally in the same place.

Banks, mortgage companies, and asset managers run Oracle EBS or Fusion for finance and a mix of warehouses for analytics. SplashBI brings that data into one governed reporting model, with the drill-through from any balance to its source transaction that finance and audit teams rely on.

Live in financial services today

• Global Investment BankOracle EBS Financials
• US Mortgage ServicerMulti-entity reporting
• High-Frequency Trading FirmSQL Connect
• Asset ManagerOracle Fusion Cloud

The challenge

Financial data is governed in theory. In practice, it lives in spreadsheets auditors keep flagging

Your data belongs to you. But moving it from Oracle into a report often means a manual export that breaks the link to the source, so the numbers are slower to assemble and harder to trace when someone asks. SplashBI keeps the path from Oracle to your reports automated and verifiable.

The status quo

Manual exports. Late reports. Audit evidence rebuilt by hand every close.

1. Audit evidence, without the manual rebuildA manual CSV export breaks the link between a report and its source, so finance rebuilds the trail by hand every close. With SplashBI, every balance drills back to its originating transaction in Oracle, so the evidence is there when auditors ask.SOC 1 · SOC 2 TYPE 2 · ISO 27001Independently audited controls
2. Drill from any balance back to the source transactionTraditional BI tools stop at the dashboard. They cannot follow a number from a summary balance to the journal entry to the source transaction in Oracle. SplashBI can, so when someone asks where a figure came from, the answer is one drill-down, not a manual reconstruction.Balance to transactionIn one drill-down
3. Multi-entity reporting without the manual assemblyHolding companies and post-acquisition entities often mean many ledgers pulled into one workbook by hand, with analysts spending the first week of close on data assembly before any analysis begins. SplashBI brings multi-ledger data into one reporting view, so that assembly is automated.Many ledgersOne reporting view
4. A faster close, with fewer manual cutsWhen a report lands after the window for action has closed, the decision is already late. SplashBI lets finance refresh the cut they need and drill into a variance directly, so analysts spend their time on scenarios, not reformatting exports.Day 10+Where many closes land today

Who this is for

Built for the teams that run finance.

FINANCE

Controllers and internal audit teams running financial reporting on Oracle EBS or Fusion Cloud. Drill from GL summary to source transaction, with the data path from Oracle to report automated and verifiable, not rebuilt from export logs.

CFO & FP&A

CFOs and FP&A leaders modelling rate scenarios, variance, and budget vs actual without reformatting exports for every cut. Pre-built dashboards for AR, AP, Cash Flow, GL, Revenue, and Projects, simulation-ready views, and SplashAI for fast drill-through on your own data.

MULTI-ENTITY

Corporate controllers at holding companies, mortgage servicers, and post-acquisition firms reporting across multiple ledgers and entities. Pre-built EPM reporting templates that bring multi-entity data into one view, alongside your operational reporting.

IT & DATA

Data engineers, Oracle DBAs, and IT directors replacing shared database accounts and brittle integration sprawl with governed, role-aware SQL access and configurable warehouse pipelines to Snowflake, Databricks, or SQL Server.

Controllers and Internal Audit

CFO and FP&A Directors

Multi-Entity Reporting

IT, Data, and DBA Teams

What SplashBI delivers

Get to know SplashBI

FINANCIAL ANALYTICS

Financial Analytics

Pre-built dashboards for Accounts Receivable, Accounts Payable, Cash Flow, General Ledger, Orders, Revenue, and Project Accounting. Built for Oracle EBS and Fusion Cloud, with visibility from day one of go-live and no lengthy custom BI build. Every dashboard drills through to the source transaction.

GOVERNED REPORTING

Governed Reporting and Drill-Through

Oracle drill path from summary balance to AP invoice in one click. The path from Oracle to the report is automated and verifiable, not rebuilt from export logs. GL Connect gives finance teams direct Oracle GL access inside Microsoft Excel, without re-training the team.

Pre-built multi-entity reporting templates for holding companies and post-acquisition entities. Multi-ledger data comes into one reporting view alongside operational reporting, so management accounts and the board pack draw from the same source.

DATA LAYER

SQL Connect and Data Pipeline

SQL Connect gives analysts, DBAs, and data engineers governed, role-aware SQL access across Oracle, Salesforce, Snowflake, and more, in their existing SQL IDE. Data Pipeline moves Oracle data to Snowflake, Databricks, or SQL Server on a configurable hourly or near-real-time refresh.

SPLASHAI

AI x BI Flywheel™

SplashAI runs on the governed semantic layer, not raw data. A controller can ask about a variance in plain language and get a sourced answer with drill-through. An FP&A director can model a rate scenario without waiting on IT. RBAC at the AI layer, PII masking before the model, no training on customer data.

Proof, not promises

25 financial services organisations trust SplashBI

Banks, asset managers, and mortgage firms use SplashBI for governed Oracle reporting, drill-through to the source transaction, and multi-entity reporting across their ledgers.

"In collaboration with SplashBI, GL Connect has allowed users the freedom to develop their own reports."Director of Finance Operations

Banks, mortgage servicers, asset managers, and trading firms in production.

Independent attestation that our data handling meets recognised security and reporting standards.

Every figure drills from summary balance to the originating transaction in Oracle, so the data path is verifiable, not reconstructed.

One governed interface across Oracle, Salesforce, Snowflake, and more, replacing shared database accounts with role-aware access.

Customer segments served

When Finance and HR data finally talk to each other

Finance, HR, and Operations data share one governed model. SplashBI answers questions that cross domains - total compensation cost by entity mapped against GL expense by cost centre, or workforce headcount variance alongside budget vs actual, in a single view.

No two separate BI projects. No reconciliation between systems. One reconciled view across Oracle Financials, Oracle HCM, Workday, and UKG - for management accounts, regulatory submissions, and the board pack.

Mapped against GL expense by cost centre and entity.

FP&A runs simulations without an IT ticket per cut.

Workday, Oracle HCM, UKG, and SuccessFactors reconciled.

One governed model across holding companies and subsidiaries.

Real-time GL and AR signals across the firm.

The connections that exist in the real world but have never existed in the data.

Use cases

What financial services teams use SplashBI for

Governed financial reporting with drill-through

Governed reporting on Oracle with version history and drill to source transaction, with an automated, verifiable path from ledger to report.

Financial dashboards

Pre-built dashboards for AR, AP, Cash Flow, GL, Orders, Revenue, and Projects, on Oracle data without a custom BI build.

Multi-entity reporting

Pre-built multi-entity reporting templates that bring multiple ledgers into one view, for holding companies and post-acquisition entities.

GL in Excel with drill to transaction

Direct Oracle GL access inside Excel. Drill from summary to journal, or straight to source, without leaving the spreadsheet.

SQL Connect for analysts and engineers

Governed, role-aware SQL access across Oracle, Salesforce, Snowflake, and more, in any SQL IDE. Audit trail on every session.

Oracle data pipeline to Snowflake or Databricks

Move Oracle data to your warehouse on a configurable scheduled refresh.

Post-M&A HR data, unified

Unify Workday, Oracle HCM, and UKG into a single reconciled workforce view after acquisitions or divestitures.

Anomaly detection for close

SplashAI surfaces variance anomalies during close and answers CFO questions with drill-through to the source.

Security and compliance

Built for financial services requirements

SplashBI meets the security, privacy, and audit requirements financial services IT, risk, and procurement teams enforce.

Full audit trail of every AI query and response. Tenant isolation on OCI. No customer data used for model training. Security inheritance from EBS and Fusion responsibilities so no parallel access model to maintain.

• SOC 1 / SOC 2 and ISO 27001 certifiedIndependent attestation that the controls IT, risk, and procurement teams require are in place and operating effectively.
• RBAC at the AI layerRole-based access control is enforced at the AI layer, not just the data layer. Users only see what their Oracle role permits.
• PII masking before the modelSensitive employee and customer data is masked before reaching any AI model. No sensitive data leaves the governed boundary.
• EBS and Fusion security inheritanceReports mirror Oracle responsibilities and security automatically. No parallel access model to maintain or audit.
• OCI tenant isolationTenant isolation on Oracle Cloud Infrastructure. Every AI query and response is logged in full. No training on customer data.

See what governed Oracle intelligencelooks like for your firm

Whether you are modernising Oracle financial reporting, automating your drill-through to source, moving Oracle data to a warehouse, or getting visibility across entities post-acquisition, we can show you what SplashBI does on your data in a single session.

FAQs

Financial services analytics, answered