Stop Building Board Reports in Excel.
CallReports.ai turns FDIC call reports, NCUA 5300 data, and FR Y-9C filings into peer benchmarks, AI-written narratives, and board-ready PDFs — in minutes, not hours.
Sound Familiar?
Community banks and credit unions waste thousands of hours on reporting that should take minutes.
10+ Hours Every Quarter
Your team manually pulls FFIEC data, cross-references peers, and formats board packets in Excel.
One Wrong Cell Kills Credibility
Copy-paste errors in spreadsheets go unnoticed until the board meeting.
Examiner Walks In Monday
You scramble to assemble trend data, peer comparisons, and management responses the week before.
Everything You Need — Nothing You Don't
Four pillars that replace your spreadsheet stack.
Every Ratio That Matters
ROA, ROE, NIM, Texas Ratio, Tier 1 RBC, and 25 more — auto-calculated from FDIC/NCUA data. Color-coded health indicators.
Know Where You Stand
Auto-generated peer groups by asset size and charter type. Percentile rankings. Custom groups you can build yourself.
Board-Ready Language in Seconds
AI writes institution-specific explanations of ratio movements, grounded in your actual peer data. No generic templates.
PDF That Impresses the Board
Generate a branded, formatted PDF with executive summary, metrics, charts, and recommendations. One click.
Built for Banks, BHCs & Credit Unions
CallReports.ai analyzes 19,900+ FDIC-insured banks and Federal Reserve-regulated holding companies, plus 6,200+ NCUA-insured credit unions — 1.1M+ quarterly data points.
“What our beta users say”
Testimonials coming soon — join the beta and be the first to share your experience.
Free during beta. No credit card required.