12 month cashflow forecast
Tailored "CFO-like" insights to assist SMBs in financial management
Business owners can benchmark their financial performance vs. peers in the same sector (NAICS Code), revenue band, and geography (Zip Code, County, City, State)
Provide assistance with recurring expenses, fees, and receivables management.
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.
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.
Call our API for Next Best Action & Product insights to deepen relationships and get ahead of your SMB clients' needs.
Create, Filter, and Sort through alternative data sets to build your own sales & marketing lists.
Provide your bankers with real time SMB portfolio analytics.