Faster & More Accurate Collateralized Business Lending

Business lenders offering equipment & inventory financing digitize & accelerate approvals & renewals by pulling real-time accounting, sales, banking, payroll & tax data.

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Increased Automation

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Automated Scoring

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Faster Decisions

Faster Credit Renewals

Boss Decision - Real-Time Insights & Lending Ratios

Real-Time Insights 

Instant scoring for SMB & Commercial businesses with a 360-degree view of cash flow, accounts receivables & accounts payables – assess a customer’s willingness to pay. Informed decision-making on business lending fueled by the broadest coverage of accounting, banking, commerce/sales & payroll data globally.

Portfolio Management & Personalized Offers

With a comprehensive view of your business portfolio, approach clients with new financing opportunities. Get crucial insights, trends, & opportunities to make better business decisions & real-time alerts for personalized product offers.

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Cash Flow Insights 

With real-time accounting data insights to your platform, help your relationship managers & clients understand cash flow with scenarios, projection comparisons & cash forecasts. Provide insights proactively to keep their business running smoothly.

Account Reconciliation 

Comparing data against accounting, sales & banking to identify potential risks & get discrepancy alerts.

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Self Service

See business customers’ financial information & calculate ratios in a single platform anytime, anywhere with CFO-in-a-Box. Making daily operating activities like loans, payments & overall business insights seamless.

Automated Financial Spreading, Covenant Monitoring & Credit Renewals

Automatic transfer & analysis of SMB & Commercial financial income statements, account reports & cash flow statements, internal teams increase accuracy to reduce time spent on manual entry.

Broker Referral Tracking

Benefits for Collateralized Business Lenders

Serve More Businesses

Serve new & existing SMB & Commercial businesses with personalized product suggestions, accelerated approvals & renewals & enhanced business insights.

Deploy New Products Quickly

Launch data-driven solutions in minutes, not months, ranging from business credit & lending to BNPL & payments with our API. 

Standardized Data
Scalable Personalized Offers

Get critical insights, developments & opportunities to help you make smarter business decisions at scale.

Data Sources

Connect to the broadest coverage of data sources

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Client & Partner Testimonials

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