Features

  • Long-range and short-range forecasting, including cashflow for current period (user selected down to week)
  • Financial and Non-financial KPIs, both pre-selected suite and user-defined
  • Real-time advice from a machine-learning AI that learns from thousands of other small businesses in the same market, same NAICS code, same challenges
  • Predefined and user-defined reporting, including monthly financial package, loan documents ready to submit, and financial summaries
  • Risk assessment for lenders, as well as business intelligence to guide the enterprise leadership in making sound business decisions based not only on best-practices, but also the experience of all other businesses in the database
  • Analysis tools so that business leadership can easily determine profitability, the wisdom of proposed decisions, and projection of likely outcomes