Fintech Monit developed this platform FVCbank calls Business Insights.
Business Insights gives you access to financial projections by securely and confidentially syncing with your accounting package. Once synced, Business Insights will start delivering information in about a minute.
Business Insights is complimentary for all FVCbank customers.
Cash Flow Forecasting & Key Numbers
The feature enhances strategic planning and financial stability by providing a comprehensive view of current and projected cash flows alongside key performance metrics for informed decision-making.
- Summary View of your Cash Position.
- History and Future Cash Flow Projections.
- Key Performance Metrics.
Tailored Business Insights
Streamline your strategic decision-making by offering personalized financial guidance and automated action recommendations, enhancing financial performance and owner awareness.
- CFO-like guidance with customer financial insights.
- Improves owner awareness of key financial activities, dates, and performance trends.
- Automated guidance and potential actions in response to insights learned.
Event Planning
Simplify financial forecasting by enabling your business to track anticipated expenses and revenues, thus clearly understanding how events impact future cash flows for smarter decision-making.
- Streamlined tool to understand the implications of business decisions.
- Understand the implications of events on future cash flows.
Competitive Benchmarking
Provides the tools for your business to compare financial performance against similar peers, offering insights and guidance for competitive analysis and improvement.
- Compare financial performance vs. a peer group with similar geography, revenue size, and employee count.
- Gain context for what “good” may look like compared to other businesses around you.
- Ability and guidance to perform competitive analysis and identify areas for improvement.
It only takes a few minutes to get started:
Receive your benefits now with Business Insights with FVCbank and fintech, Monit.