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SMB Financial HUB

Banking

Banking engages users with insights and balances across cash accounts, credits, and loans held with a bank. SMBs can analyze trends and spending habits to gain an understanding of their business' cash position.

Male customer on laptop and 9Spokes product screens
Viewport of Banking

Bolster retention and engagement in your business banking experience.

What Banking provides SMBs

  • Aggregate cash balances across all connected bank accounts.
  • See upcoming scheduled transactions.
  • View top 5 payees and payors.
  • View credit card spending and outstanding loans.
  • See both business and personal accounts.
Interested in future-proofing your digital banking platform?