Simplified solutions for small to medium businesses Business Financial Management Request a Demo Key Features Helping Small Businesses Make Smarter Financial Decisions Cash Flow Visualization Provide SMBs with a consolidated cashflow view from all connected accounts. Model future cashflow impacts using the Scenario Builder feature. Automated Insights & Alerts Deliver personalized, proactive alerts on potential shortfalls, overdue invoices, and opportunities. Financial Health Dashboard Enable SMBs to monitor multiple dimensions of their business through connected apps. Invoice & Expense Enrichment Categorize and tag transactions automatically to streamline expense tracking and tax preparation. Embedded Finance Enablement Integrate BFM capabilities into banking and commerce platforms to drive loyalty and lifetime value. Simplify SMB Finances Business Financial Management (BFM) is a turnkey white label platform providing SMBs with a holistic view of their business to manage their finances more effectively. Insightful Business Modules The BFM platform can augment the existing SMB experience with plug-and-play modules like Insights, Key Business Metrics and Cashflow Forecast. Integrated Data Platform BFM can enhance SMB data for numerous use cases through direct API connections. Available SMB data sources include apps businesses use most to enhance accounting, payroll, ecommerce CRM, HR and more. How it Works Yodlee powers business financial tools with cash flow analysis, and enriched categorization, making it easy for SMBs to see where they stand and what’s next. Related Products Preview of Business Financial Management offerings Data Aggregation Connect financial data securely to provide users with a unified financial view. Learn more Open Finance Empower innovation with secure access to comprehensive financial data. Learn more Cash Flow Data for Credit Risk Powering Smarter Decisions Across the Lending Lifecycle. Learn more Account Verification Enable seamless account verification to streamline transactions, demonstrate compliance and reinforce trust. Learn more Transaction Data Enrichment Transform raw transaction data into meaningful insights with categorization and cleansing. Learn more contact us Experience the Power of Yodlee
