Financial Planning dashboard - Axiom software

Driver-Based Financial Planning

Transform your financials—from inputs to outcomes—with our driver-based budgeting, planning, and forecasting software.

Streamline your budgeting process, seeding the budget based on growth assumptions, while improving accuracy with distributed data inputs and automated consolidation of budgets across departments, branches, or markets.

Perform dynamic "what-if" modeling to easily quantify the impact of scenarios.

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Explore Our Driver-Based Financial Planning Solutions


Streamline processes and increase accuracy through automated consolidation across organization levels

Cash Flow Forecasting

Calculate and aggregate record level cash flows to improve accuracy in net interest margin planning

Forecasting & Scenario Modeling

Monitor impact on financials of changing business conditions, comparing trends to targets, and mitigate risk through scenario modeling

Long-Range Planning

Use historical budgets and forecast data to speed up the initial creation and updating of plans

Commercial - scatter plot with popup - Axiom  Dashboard

Funds Transfer Pricing and Profitability

Get visibility into the customers, segments, branches, and products that drive the greatest value for your institution. We pull all the pieces together, calculating FTP, and allocating non-interest income and expense, loan loss, and capital, with transparent measurement processes.


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Relationship Profitability software dashboard

Relationship Profitability and Pricing

Understand a client’s total sphere of influence. This easy-to-use tool lets you build complex relationships, precisely measure profitability for each relationship, customer, and account, and accurately price new business.


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Reporting & Analytics


With Axiom Intelligence, banking and credit union leaders can leverage Data Visualization and Analytics to focus users on key performance indicators and data that matters most; Ad-Hoc Reporting for template-driven, drag-and-drop report building and viewing; and Excel reporting for its flexible calculation engine - all delivered through a central Intelligence Center. Axiom streamlines reporting creation and distributions without relying on manual data integration. Our reporting and dashboard solutions support a breadth of needs, from departmental variance analyses to board packages and everything in between.

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Find out how Axiom can help improve your financial and organizational performance

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Professional Services & Implementation

Meet a few of our financial institutions focused team members

Axiom implementation team - Financial Institutions

Realize the full value of your investment. We'll get you started with our proven methodology for success.

Our team of banking and credit union consultants are all former finance professionals at top-tier institutions. They were hand-picked for their expertise in their role.

We’ll challenge your organization to think differently, but you won’t be alone. From implementation to go-live and beyond, our consultants will help you gain the most from your Axiom Software investment. With a 100% implementation success rate, you'll be set up for long-term success.

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Tech Specs


System Information

  • Cloud hosting on Microsoft Azure
  • Microsoft® .NET interface that leverages Microsoft® Excel®
  • Microsoft® Power BI® data visualization and analytics, optimized for Axiom
  • Full browser compatibility
  • Word Integration

Automated Data Integration

Includes a robust, highly configurable data connector that can be set up to connect to a variety of data sources in a matter of minutes - like general ledger, payroll, fixed assets, and loan and deposit systems. You can select the frequency of automatic synchronization. Our open integration ensures that you can connect to virtually any GL or instrument data source for clean, trusted data.

Security & Compliance

  • Role-based security for complete control over how your data is accessed and shared

  • SSAE-18 SOC Type II (SOC2) audited by BDO USA, LLP according to AICPA standards

  • Microsoft’s Azure HIPAA Compliance framework, which includes a BAA Contract Addendum and ISO 27001 audit controls, as well as SOX and GLB regulatory compliance