Yodlee – Financial Institutions – Yodlee Segment Solutions – Small Business Suite

Finance Solutions for Small Businesses

The needs of small businesses evolve over time as they grow from starting up to being a more fully established company. The Yodlee Small Business Suite helps owners of small to medium sized businesses organize and manage their companies’ finances, giving them the space to do what they do best: focus on their businesses.

The opportunity for financial institutions to provide an online total financial solution for small businesses is immense. Financial institutions today provide the same experience for all customers, but small businesses have different needs. It’s no wonder that only 25% of small businesses today report extreme satisfaction that their financial institutions understand their needs. Give your small business customers the online financial management solutions and integrated cash flow management they need with the Yodlee Small Business Suite.

Benefits to Financial Institutions

  • Substantial revenue opportunity – The small business segment remains underserved; hence, there is an enormous opportunity to meet the needs of millions of small businesses in the United States alone.
  • Increased loyalty – Users of online financial management solutions are significantly less likely to change banks, making you their financial focal point and trusted advisor.

  • Benefits to Small Businesses

    • Real-time cash flow picture – With an up-to-the-minute view of all money coming in and going out as well as invoice and expense tracking, small business customers always know exactly where they are financially and what they can anticipate.
    • Consolidated financial view – By managing all business accounts in one place, your customers will have the most complete view of their financial life.
    • Highly customizable – Yodlee’s modular user interface allows consumers to highlight what is most important for them.

Small Business Suite FinApps

  • Cash Flow Management

    Provides a holistic view of all money entering and leaving business accounts, including income, payroll, and expense reporting.

  • Invoice Manager

    Tracks invoices and allows business owners to anticipate money coming in as well as manage outstanding invoices.

  • Expense Manager

    Categorizes expenses, appends receipts, and generates detailed accounting reports.

  • Bill Reminder

    Tracks expenses and anticipates future expenses, and shows outstanding bills, including the total and minimum amounts due in the selected currency.

  • ScoreCenter Powered by Equifax

    Provides the ability to research other businesses such as vendors and suppliers and to purchase Equifax reports and monitoring products.

  • Payroll Manager

    Track payroll spending to match anticipated spending and forecasting.

  • Trip Planner

    Manages travel plans and provides the ability to search for flights, hotels, and rental cars and link payment options to current accounts.

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