Partners

Embedded cashflow tools and insights for SMBs and the banks that serve them

Technology
Accounting

A white labeled platform distributed by banks to serve SMBs with a supported accounting package

Our features for SMBs include: cashflow forecasting, industry benchmarking, scenario planning, collections assistance, identifying subscriptions and recurring expenses, and a library with hundreds of "Digital CFO" like insights to match business owners with timely financial guidance and products.