Business Insights and Reporting
Increase Value for Small Businesses with Cashflow Tools
Community banks and credit unions recognize that small businesses need predictive banking tools and technology to run operations effectively and compete against larger banks.
Business Insights is a cashflow management tool that links seamlessly to a business’s accounting software, providing actionable analysis and insights to help the business better realize its own financial data, behavior, and trends.
With valuable features like cashflow forecasting, financial event planning, benchmarking, and expense optimization, a business can make informed decisions based on available data. This powerful tool also helps community financial institutions attract and retain business clients, identify opportunities to better guide and serve them, and compete against larger banks.
Harness Transaction and Account Data
Balance reporting is critical for business clients when tracking performance and keeping enough cash on hand to pay employees and cover expenses.
Apiture’s Premium Balance Reporting tool gives business banking clients valuable insights into their account data. The tool allows users to create customized balance reports with detailed criteria, including balance type options, use of account groups, and saving favorite reports as templates.
Clients can download the data into a variety of formats, giving business owners and their finance teams the flexibility they need to feed data into external systems.
Benefits of Reporting Tools
Using a client’s general ledger data, Business Insights helps financial institutions better understand a business’s current and projected financial health.
Business Insights enables the financial institution to anticipate needs, alert the business client when there’s an opportunity to bring value, and make it easier to engage, guide and sell.
Business clients can quickly and seamlessly link to their accounting software through the Business Insights tool.
Premium Balance Reports can be viewed online, downloaded in a variety of formats (BAI2, CSV or TSV) for use in external systems.
With Premium Balance Reporting, business clients benefit from the customized view of their company’s financial performance.
Additional Resources
Don’t Wait
Contact us for more information about incorporating Business Insights into your bank’s or credit union’s digital banking platform.