Capture and retain more small business clients with improved financial services and support

Whether you’re a hundred-year-oldinstitution or a challenger bank, the small business market can be tricky to navigate.Enhance your services with market-leading accounting, business, payments, and commerce data and deliver a better customer experience. With premium cash flow tools, expedited lending, and personalized financing offers, you can become a leader in small business banking.

Capture and retain more small business clients with improved financial services and support

Supplement your business management platform

Banks can’t just be banks anymore. Modern clients want more and more from the financial institutions that serve them than ever before. Having access to accounting data-derived insightsmakessettinginternal rule-based financial thresholds easy. Your advisors can keep an eye on their whole portfolio and reach out when clients need additional support – giving you more chances to raise customer satisfaction and capture new opportunities.

Possibilities are endless when using our ready-to-use insights within your banking platform.

Cash flow forecasting

Cash flow forecasting

Branded online invoicing

Branded online invoicing

Direct bill payments

Direct bill payments

Online payment acceptance

Online payment acceptance

Reconcile accounting within bank

Reconcile accounting within bank

Personalized financing offers

Personalized financing offers

Help business clients manage cash flow with premium tools

Help business clients manage cash flow with premium tools

Cash flow is one of the most critical metrics a small business has, and keeping a close watch is a vital step in preventing potential cash gaps. By adding accounting data insights to your platform, you can help your clients quickly understand potential cash flow with custom what-if scenarios, projection comparisons, and forecasts for up to three years in the future.

Create an intelligent embedded lending finance ecosystem with push alerts

Banks can leverage the power of our technology to make smarter, faster lending decisions. Banks can use our system to onboard borrowers and turn the customer journey into three simple steps that give underwriters access to aggregated accounting insights on past, current, and future financial data. Use system thresholds to create financing offer push alerts for a flawless omnichannel experience that keeps eyeballs focused on your banking platform.

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

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