Features & Benefits
SMBs: Cashflow Forecasting
12 month cashflow forecast
SMBs: Customized Advice & Guidance
Tailored "CFO-like" insights to assist SMBs in financial management
SMBs: Industry Benchmarking
Business owners can benchmark their financial performance vs. peers in the same sector (NAICS Code), revenue band, and geography (Zip Code, County, City, State)
SMBs: Expense Optimization
Provide assistance with recurring expenses, fees, and receivables management.
SMBs: Financial Event Planning
Allow your SMBs to plan out future scenarios to guide decision making and visually show how certain events impact current cash on hand and the forecast.
SMBs: Business Valuation
Business Valuation, gives your clients a "Zillow-like" estimate of their business so they can better understand where they stand and better plan for the future. Business Bankers are able to better support their clients throughout their business lifecycle, including prioritizing support for key life moment like business exits and succession planning.
FIs: Next Best Action
Call our API for Next Best Action & Product insights to deepen relationships and get ahead of your SMB clients' needs.
FIs: Campaign Builder
Create, Filter, and Sort through alternative data sets to build your own sales & marketing lists.
FIs: Aggregate SMB Portfolio Dashboard
Provide your bankers with real time SMB portfolio analytics.