Introducing Business Insights
Digital financial intelligence for business owners, available within FORUM's business digital banking.
Business Insights Features
- Anytime access to your key financial metrics, across all your accounts. Enjoy fast access to performance trends, profitability, and cash on hand.
- Receive personalized insights tailored to your business. Receive recommendations, alerts, and observations to keep you informed of financial needs.
- Automated cashflow forecasting and easy scenario planning. Monitor and identify working capital needs and improve planning for the future.
- See how you stack up with competitive benchmarking. Compare your company's performance against industry peers in your geography and size.
- Delivered safely and securely. No need for separate logins - insights are delivered within the online environment using data securely supplied from your accounting platform.
It Only Takes a Few Minutes to Get Started
Step 1
Log into your account and navigate to the "Business Insights" tab.
Step 2
An overlay page where you will be presented with highlights of key features will open.
Step 3
Select accounting software and enter your credentials. Data will begin syncing with the accounting platform with insights automatically created. Updates are made daily after new entries are made in accounting systems.
