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EasyStart

Detailed Daily Reports. Loans, Deposits, Customers & More.

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The most utilized management data reports of banks & credit unions.

JOHO EasyStart™ allows your bank or credit union to get started with one or more departmental reports in days, not weeks. JOHO EasyStartGL™ offers all general ledger account and transaction data, along with customized financial statements and BOD reporting. JOHO EasyStartCustomer™ gives detailed demographic, attrition, and mapping data by customer. JOHO EasyStartLoan™ and JOHO EasyStartDeposit™ provide easy-to-use dashboards to identify trends and analyze information to help you grow and profit.

Starting from $2,500/month.

Over 50 vital financial reports.

All reports generated daily, not dated monthly data.

Affordably priced from $2,500/month.

Daily Essential Information

Delivers 3 important benefits:

Operational Success

  • Timely Decisions
  • Actual vs. goal
  • Performance tracking
  • Branch productivity
  • Save time, grow assets/loans, accountability

Financial Success

  • Board reporting
  • Call reports
  • Key performance indicators
  • Financial statements
  • Keeping the board appraised, improve returns

Regulatory Success

  • Risk management
  • CAMEL ratings
  • ALCO monitoring
  • Timely, accurate reporting to regulatories
Schedule 5 minute call

Includes These 5 Key Areas.
Over 50 Reports In All!

  1. JOHO EasyStartGL™
    Includes general ledger account and transaction data, customized financial statements (Balance Sheet, Income Statement), and we’ll work with you to generate the monthly Board of Director package.
  2. JOHO EasyStartLoan™
    Detailed loan information trends and analysis, broken down by product, branch, and employee, with the ability to drill down to loan accounts and transaction details.
  3. JOHO EasyStartDeposit™
    Detailed deposit information trends and analysis, broken down by product, branch, and employee, with the ability to drill down to deposit accounts and transaction details.
  4. JOHO EasyStartCustomer™
    Detailed customer attrition and demographic information to help advance your marketing initiatives.
  5. JOHO EasyStartCustom™
    Mix and match any combination above or contact us to build a unique solution based on your reporting needs.

“JOHO EasyStart™ is a data reporting solution that does exactly what it says… give banks and credit unions an easy way to get vital information on a DAILY basis. I like the fact that JOHO provided standard reports to help us get up and running in a few days. No more waiting days or weeks to receive the information I want and need now.”

— John S., President of a Community Bank

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