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The Insights & Analytics Dashboard Your SMB Customers Will Use Daily
9Spokes gives banks, fintechs, and acquirers a ready-to-brand, white-labeled SMB dashboard that turns scattered financial and operational data into one clear view — so small business customers see their whole financial picture inside the digital banking experience they already trust.
What is a white-label SMB banking dashboard?
A white-label SMB insights and analytics dashboard is software a bank or fintech embeds into its own digital channels — under its own brand — so small and medium business customers can connect their financial accounts, view cashflow, and act on automated insights in one place. 9Spokes provides an insights and analytics dashboard ready to deploy, unifying banking, merchant, accounting, and business app data so institutions can launch a branded SMB experience without building it from scratch.
The Problem This Solves
Small businesses are drowning in data. Their banks can't see it.
Most SMB owners run their business across a dozen disconnected tools — bank accounts, card readers, accounting software, ecommerce platforms, and spreadsheets. None of it talks to each other, so owners spend hours stitching together a picture of their own finances, and often still guess.
For the financial institutions that serve them, the gap is just as costly. Banks hold the accounts but only see a sliver of each business's financial life. That means thin customer profiles, missed growth signals, weak retention, and relationships that stall at the transaction layer.
The 9Spokes SMB Financial Hub closes that gap. It gives business customers a single branded dashboard that makes sense of their data and gives institutions the engagement and insight they've been missing — without asking SMBs to leave the channel they already trust.
What SMB Customers Get
The Hub is built around the questions every business owner is already trying to answer — and rarely can, quickly.
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One view of the whole business: Banking, cashflow, card spend, merchant sales, social media, profit, accounting, etc. — any data your business needs to track come together in a single dashboard, so owners stop switching between tools and exporting spreadsheets to understand where they stand.
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Clarity on cash position: Automated insights and clear visualizations show current cash position, spending trends, and what's coming — so owners can make decisions with confidence instead of reacting to surprises.
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Insights without the analysis: The Hub surfaces opportunities, risks, and trends automatically. Business owners don't need to be analysts; the dashboard does the interpreting and points to what matters.
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All inside a brand they trust: Because the experience lives inside their bank's digital channel, SMBs get powerful financial tools from a provider they already rely on — no new login to a tool they've never heard of, no questions about who's holding their data.
Why Banks and Acquirers Choose 9Spokes
Properly serving SMBs is hard when you can only see part of the picture. The SMB Financial Hub turns the dashboard your SMBs love into a growth engine.
Deeper engagement
A dashboard that customers open regularly keeps your brand at the center of their financial day — not just somewhere they go to check a balance.
Stronger retention and loyalty
Businesses stay where they feel understood. Delivering genuine insight into their operations gives SMB customers a reason to consolidate with you and stay.
Growth and cross-sell signals
Richer, consented data reveals when a customer is growing, taking on risk, or ready for the next product — turning everyday data into timely, relevant conversations.
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.
Faster digital transformation
Because the SMB Financial Hub is white-labeled and ready to deploy, institutions launch a modern SMB open data experience in a fraction of the time and cost of building one in-house.
Security you can stand behind
ISO-certified security and direct API connections — not screen scraping — mean the data powering the dashboard is accurate and protected, and meets the standard expected of leading global and tier-1 financial institutions.
One Platform; Multiple Data Sources
The SMB Financial Hub brings together a connected set of features, each available as its own solution. Explore any feature to see how it works in detail:
→ Banking — a unified view of accounts, spending, and trends
→ Pulse — turns data into insights and the actions that need to be taken
→ Multi-Bank — aggregated, real-time data from 800+ banks in one view
→ Cashflow — AI-powered cashflow forecasting and scenario planning
→ General Ledger — accounting connections that sharpen cashflow accuracy
→ Merchant — transaction, settlement, and net sales insights in one dashboard
→ Business Apps — accounting, ecommerce, payments, and marketing data, unified
→ Credit Card — track spending, repayments, and interest rates across all accounts in one place
Frequently Asked Questions
What is the difference between a customer-facing SMB dashboard and a banker-facing insights hub?
The SMB Financial Hub is the customer-facing dashboard your business clients use to manage their own finances. The Customer Insights Hub is the banker-facing view that gives your internal teams portfolio intelligence on those same customers. Together, they serve both sides of the relationship.
Do small businesses need to leave their banking app to use it?
No. The SMB Financial Hub is white-labeled and embedded into your existing digital banking experience, so customers access it under your brand without a separate login or tool.
How does 9Spokes connect to financial data?
Through secure, direct API connections rather than screen scraping, backed by ISO-certified security — which keeps the data accurate, current, and protected.
How quickly can an institution launch it?
Because the dashboard is white-label and pre-built, institutions deploy a branded SMB experience far faster than building one in-house. Request a demo to discuss your timeline.
Ready to give your SMB customers a dashboard they'll open every day?
See how the 9Spokes white-label SMB banking dashboard helps you deepen relationships, surface growth, and serve small businesses better — all under your brand.