Monitor finances, validate data, and identify healthy small businesses instantly all in one portal

Intake data from accounting, banking, commerce, and payments software platforms and see high-level overviews and in-depth reports for each small business client.

Monitor finances, validate data, and identify healthy small businesses instantly all in one portal
Monitor client’s business performance and stay on top of their financial health in real-time

Monitor client’s business performance and stay on top of their financial health in real-time

Keep an eye on small business clients with ongoing financial monitoring. Access, assess, and advise clients as much or as little as needed. Proactively alert clients to upcoming issues and be ready with personalized offers tailored to their immediate financial situation.

Reduce manual evaluation by automatically validating small business financial records

Automatically map transactions between banks and accounting software to identify and highlight suspicious activity. Evaluate highlighted transactions for potential fraud or create system event thresholds to automatically deny high-risk borrowers. Cut the paperwork and start modernizing your workflow.

Reduce manual evaluation by automatically validating small business financial records
Lend faster with pre-qualifying limits based on custom underwriting criteria

Lend faster with pre-qualifying limits based on custom underwriting criteria

Only lend to clients with six months of cash on hand and a DSCR of 2? Make it happen with ForwardAI. Use insights like short and long-term cash flow forecasting, working capital, CEI, and numerous other risk attributes to pre-qualify borrowers instantly.

Improve the small business customer journey

With only three steps, you can access the secure accounting and business data insights you need to make automated lending decisions or quickly review.

Improve the small business customer journey
Improve the small business customer journey

Integrate with major small business software platforms in markets worldwide

Looking to expand? We offer real-time access to market-leading small business software, including QuickBooks Online, Oracle Netsuite, Zoho Books, Sage Intacct, and many more. All data is fully normalized and offered in a streamlined format along with our robust AI insights and full push and pull functionality.

  • We integrate with QuickBooks data
  • We integrate with Xero data
  • We integrate with ClearBooks data
  • We integrate with FreeAgent data
  • We integrate with FreshBooks data
  • We integrate with ReckonOne data
  • We integrate with Wave Accounting data
  • We integrate with Microsoft Dynamics 365 data
  • We integrate with Saasu data
  • We integrate with Sage data
  • We integrate with MYOB data
  • We integrate with ZohoBooks data
  • We integrate with Sage Intacct data
  • We integrate with Exact Online data
  • We integrate with Harvest data
  • We integrate with Clio data

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