Business Insights
A financial navigator that gives you confidence and clarity around financials and future business decisions. By connecting your accounting software, you will be able to access future projection features, benchmark your business against the competition, and view smart predictions and recommendations.
Business Insights presents crucial guidance to business owners about their current and projected financial performance, key dates, alerts and reminders, tailored to their business needs.
- Manage your cash flow
- Make more informed financial decisions
- Anticipate cash flow ups and downs
- Plan for future cash flow gaps
- Compare financial performance vs peer group
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What Does Business Insights Provide?
Cash Flow Forecasting & Key Numbers
Financial Insights and Event Planning
Competitive Benchmarking
Cash Flow Forecasting & Key Numbers
Financial Reporting tools don't always give a full picture of your finances and rarely offer forward looking forecast. Our cash flow forecasting tool provides the following:
- Summary of cash position across accounts
- Your historical and future cash flow projections
- Potential cash flow needs
- Key performance metrics trends
Financial Insights and Event Planning
Personalized and actionable observations help owners stay on top of their performance.
- Insights into company performance and considerations for improving
- Reminders of outstanding invoices
- Estimated valuation of the business
- Automated alerts
Competitive Benchmarking
Business Owners don't always know how their company's performance stacks up versus their peers. Business Insights' Benchmarking feature allows owners to gain context on what good looks like and find insight on where the company can improve... or defend.
Key metrics like net profit margin, number of employees, and rent expense are laid out against competitors in the same geography, industry, and revenue band.
