Gain Financial Clarity & Plan with Confidence
At FVCbank, we know that running a business means making daily critical financial decisions. That’s why we offer Business Insights, a powerful financial dashboard that helps you forecast cash flow, analyze financial trends, and compare your business performance to industry peers—all in one easy-to-use platform.
🔹No CFO? No Problem. Sync your accounting software and get actionable insights in just minutes.
🔹 Stay Ahead of Cash Flow. Get automated forecasts to plan smarter and avoid surprises.
🔹 See How You Compare. Benchmark your business against others in your industry.
🔹 Exclusive to FVCbank Customers—At No Cost to You.
How Business Insights Works
Business Insights securely syncs with your accounting software (QuickBooks, Xero, FreshBooks, etc.) to deliver real-time financial projections, alerts, and recommendations tailored to your business.
📊 Key Features & Benefits
✅ Cash Flow Forecasting – Predict future cash flow trends to avoid shortfalls.
✅ Industry Benchmarking–Compare your revenue and expenses to similar businesses.
✅ Smart Alerts & Recommendations – Receive personalized insights to help improve financial performance.
✅ Real-Time Financial Projections – See the financial impact of key business decisions before you make them.
Getting Started Is Easy
Accessing Business Insights is simple and takes less than 5 minutes:
- Log into your FVCbank online banking account
- Click on the “Business Insights” tile in your dashboard
- Sync your accounting software (QuickBooks, Xero, FreshBooks, etc.)
- Start receiving automated insights tailored to your business
Start Making Smarter Financial Decisions Today
- Already an FVCbank Business Customer? Log in to your online banking account and activate Business Insights now.
- Not yet banking with us? Open a business account today and gain access to exclusive financial tools like Business Insights.
Check out our blog “Unlocking Success with FVCbank’s Business Insights: Your CFO in a Box” to learn more!
Go to Online BankingWhy FVCbank Business Customers Love Business Insights
“I had no idea I qualified for a round 2 loan until Business Insights told me. I’ve started recommending it to friends.”
Susu,
Owner“It has been instrumental in giving me a financial snapshot and more insight into our expenses. We highly recommend it!”
Melissa
Owner“Seeing what I can do with it inspires me to be better about accounting hygiene / actually using my software.”
