Coming Soon

SMB data consolidation and actionable insights

upSWOT helps financial institutions service small and mid-sized businesses by monitoring financial, sales and marketing customer data.

upSWOT

upSWOT is a powerful add-on to digital banking and can be seamlessly embedded as a white-labeled solution, that enables business customers to connect their data for continuous, API-enabled access to QuickBooks, Xero, Salesforce, Stripe, Shopify, and 120+ other business-critical SaaS applications.

Features & Benefits

Business Credit Score

Access to view and influence the business credit score powered by global business credit bureaus allows for ongoing engagement with business customers.

Frictionless Onboarding

Connect any business app with a few easy clicks and eliminate the need for manual data collection. Business customers enjoy a painless onboarding experience and immediate access to helpful insights.

Actionable Insights

With a comprehensive view of company performance, both sides of banks and small and medium-sized businesses get crucial insights, trends, and opportunities to make better business decisions.

Performance Alerts

Real-time activity alerts offer immediate support with further drill-downs into issue analysis, recommendations and actions steps to help businesses scale faster.

Intelligent Forecasting

An intelligent forecast modeling engine helps businesses envision different scenarios to track how adjustments in future sales, marketing, HR, operations, and financial decisions can influence outcomes.