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Your Gateway to Growth: 9Spokes SMB Financial Hub

This white-labeled dashboard, centralized in our landing page, unifies disparate financial and operational data into a single, intuitive platform, delivering automated insights and clear visualizations from day one.

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SMB 1

By integrating diverse data streams, our SMB Financial Hub provides a comprehensive view of business performance to drive smarter decisions.

Connected data sources provide:

  • Consolidated financial and customer data into a single view, highlighting cash flow, expenses, and client behavior trends.

  • Generated automated insights to uncover financial opportunities, strengthen customer relationships, and boost retention.

  • Presents clear visualizations and data-driven strategies to monitor KPIs, enhance loyalty, and drive growth

SMB Hub
Viewport of 9Spokes Cashflow

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.
  • Use Kanban or calendar view to change the due date for bills and invoice to evaluate the impact on cashflow position.
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Platform Features

Banking

Transform Financial Oversight with 9Spokes Banking Feature

Understanding spending, trends, and Cashflow at a Glance

Leveraging 9Spokes' banking feature consolidates historical data from multiple accounts into an intuitive view, empowering SMBs with a unified view of their finances and actionable insights enriched by third-party data.

Banking

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Multi-Bank

One View, Elevate Insights with the Multi-Bank Feature

Seamless Account Aggregation for Enhanced Visibility

9Spokes multi-bank feature consolidates data from 800+ banks into one intuitive view, offering an aggregated real-time view of their finances with actionable insights to streamline financial oversight and boost customer relationships.Multi-Bank

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Cashflow

Supercharge Your SMBs Cashflow with Precision Forecasts

AI-Powered Precision Forecasts and Scenarios, Fueled by Data Intelligence

The 9Spokes Cashflow feature automates future cashflow predictions, providing your SMBs with clear, actionable insights. Through a flexible and intuitive interface, it empowers businesses to plan effectively and avoid financial pitfalls.

Cashflow

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General Ledger

Amplify Financial Clarity with Cashflow’s General Ledger Integration

Enhance Your Financial View with Accounting Connections

The 9Spokes General Ledger feature, seamlessly integrates with accounting apps like QuickBooks and Xero, automatically populating bills and invoices for accurate, real-time cashflow predictions. By embedding General Ledger into Cashflow, it connects accounting apps to auto-fill upcoming bills and invoices, enabling swift, customized forecasts.

General Ledger

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Merchant

Empower Growth with 9Spokes’ Merchant Feature

Actionable Data Insights for SMBs, Strategic Advantage for Institutions

The 9Spokes Merchant Feature transforms fragmented, manual processes into a cohesive, intuitive digital dashboard, consolidating transaction data, delivering real-time insights, secure settlement details, and tailored reports. This streamlined tool empowers your SMBs to easily track trends and make data-driven decisions. Merchant-1

 

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Business Apps

Unify Your SMBs Business with 9Spokes’ Business Apps Feature

Seamless App Integrations for Smarter SMB Decisions

The 9Spokes Business Apps feature integrates popular apps—covering accounting, eCommerce, social media, marketing, and payments— into a single, user-friendly platform provided by their trusted bank.

 

Business Apps-1

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READY TO GET STARTED?

We aim to empower businesses with secure, reliable data solutions that deliver essential insights and tools, driving growth and success for both them and their business customers. Contact our team to discover how 9Spokes can support your goals.

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