What You'll Get with Business Insights

Performance Benchmarking

Know where you stand. See how your business stacks up against others in your industry. Compare your key metrics with industry peers to identify your strengths and uncover new growth opportunities.

Cash Flow Forecasting

Plan ahead with confidence. Easily project your cash inflows and outflows up to 24 months ahead. With clear visualizations and automatic updates, you can plan with confidence and avoid surprises.

Automated Insights

Smarter decisions, powered by AI. Get real-time, personalized recommendations based on your financial activity and industry trends—so you can act fast and plan smarter.

Scenario Planning

Explore “what-if” scenarios before making big business moves. Whether you’re hiring, expanding, or making a major purchase, see the financial impact before you commit.

Smart Alerts & Reminders

Stay ahead of surprises. Get proactive alerts about potential cash crunches, revenue dips, and unusual activity—before they affect your bottom line. Seamless Integration

One login. One platform. Total clarity.

Business Insights connects directly to your business banking, so you can skip the manual uploads and get straight to smarter planning.

Plan Like the Pros

Whether you’re launching new offerings, managing seasonal fluctuations, or scaling up, Business Insights empowers you to make smarter decisions faster. It’s the simplicity of business intelligence at your fingertips.

How it works:

Automatically syncs with your business accounts

Uses your actual transaction history to predict future cash flow and revenue trends

Continuously refines recommendations based on your unique business patterns

Visually track your cash flow, revenue trends, and other key metrics

Why businesses love it:

Plan with Confidence

Know what’s coming next week, next month, or next quarter.

Benchmark Against Your Peers

See how your performance stacks up against similar businesses

Make Data-Driven Decisions

Project cash flow with precision so you can invest, grow, and achieve your goals faster

Get Started with Business Insights

It’s easy to enroll: Log in to Business Digital Banking, then go to Services & Settings to add Business Insights to your account.

Please note Business Insights only works with QuickBooks Online, Xero and Freshbook.

Enroll Now

Need Help or Want to Learn More?

Schedule a one-on-one consultation with our Treasury Management experts. We’ll walk you through the features, answer your questions, and help you make the most of Business Insights. Connect with Treasury Management >>

BUSINESS INSIGHTS

Forecast Smarter. Plan Better. Grow Faster.

Running a business is complex. Understanding your cash flow shouldn’t be. Business Insights integrates seamlessly with your digital banking experience, delivering real-time data, intelligent dashboards, and actionable insights – all in one intuitive platform.