Financial Insights

Get a 360° view of customers’ finances on live data.

Surface inflow and outflow trends, runway estimates, seasonality, and concentration risk in experiences lenders and SMB owners actually read. Start from sensible defaults, then tune thresholds per product line — without hiring a full quant team on day one.

Models

Transparent, explainable metrics.

Each score ships with human-readable drivers: which merchants dominate spend, how volatile payroll is, whether savings buffers exist. Risk committees and credit analysts get defence-ready narratives, not a single opaque number.

Model cards
Score with visible drivers
Widget and API side by side

Delivery

Embed, white-label, or pull raw JSON.

Drop iframe or React widgets into your app, or pipe the same metrics into Looker, Snowflake, or internal BI. Pair with Data Aggregation so feeds stay fresh on the cadence you choose.

Start integrating

Use cases

Insights that sell

Lending

Underwriting & monitoring

Watch runway and covenants after disbursement.

SMB

Business banking

Help owners see cash reality across accounts.

Partners

Embedded finance

Ship dashboards inside ERP or accounting suites.

Benefits

Insights that ship fast

Time to value

Go live in weeks with defaults.

Configurable

Tune thresholds per product line.

Aggregation ready

Pairs with Data Aggregation.

Refresh cadence

Daily or intraday depending on use case.

GDPR

Data processing agreements available.

SMB & SME

UX tuned for non-expert users.

Put insights in your next lending feature.

Contact sales