Many small Businesses want more than just a snapshot of their finances. They want to see how they compare to others in their field to uncover real opportunities for growth. We are building a robust Insights feature that uses AI to analyze each Business’s financial data, along with aggregated information from similar Businesses, to deliver tailored, vertical-specific, and actionable intelligence. Think of it like having a personal advisor that not only highlights potential issues, such as unexpected cost spikes or low-margin products, but also recommends actions you can take right away.

Our goal is to make these Insights feel at home in your platform, so you can offer SMB owners meaningful guidance without them leaving your ecosystem. We are still in the early stages, and your feedback will shape how these features look and function.

Excited to learn more or let us know what your Business Owner’s want? Reach out via our Contact form.