
Your digital banking insights platform with real-time performance data.
Powered by open data, deliver a modern interface featuring banking, cashflow, and business insights for your customer and consented access to real-time performance insights for you.

Why banks choose Track.

White-labeled tools that address core small business pain points.

Easy-to-use trackers for your small business customers.

Pair real-time consented business data with transactional banking data to unlock new insights.

Enable relationship managers to better service their portfolio customers.

Banking
Deliver a sleek small business digital banking interface that makes them keep coming back. Increase retention by enabling customers to:
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Aggregate cash balances across all connected bank accounts.
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See upcoming scheduled transactions.
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View top 5 payees and payors.
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View credit card spending and outstanding loans.
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See both business and personal accounts.

Cashflow
Help your customers to manage their cash flow by connecting their general ledger data. Small businesses can:
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Understand current cash position based on banking and general ledger data.
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See cashflow against a budget set.
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View transactions impacting cashflow position.
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Use Kanban or calendar view to change the due date for bills and invoice to evaluate the impact on cashflow position.
Cashflow
Help your customers to manage their cash flow by connecting their general ledger data. Small businesses can:
-
Understand current cash position based on banking and general ledger data.
-
See cashflow against a budget set.
-
View transactions impacting cashflow position.
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Use Kanban or calendar view to change the due date for bills and invoice to evaluate the impact on cashflow position.


Business Apps
Offer customers a way to get a consolidated view of the apps they most commonly use with curated insights.
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Select Sales & Marketing apps to view insights within the bank's online banking portal.
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Understand all key business metrics in one place.
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Potential for expanded data relationships, as customers consent to data, flows to the platform, e.g. targeting product offers.
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Allow customers to connect their apps from key categories including marketing, sales, social media, eCommerce, and more.