AI Finanacial Manager

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AI Powered and Data Driven Small Business Banking.

Small business owners and managers have high expectations from financial services providers in the digital age. With cashflow critical to their survival, an aggregated real-time view of their finances anytime anywhere is a key requirement. Beyond survival, they need forward-looking insight and advice to ensure adequate liquidity and be well-positioned for growth.‍‍

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Using the power of AI in Banking and predictive analytics to help businesses control their finances and simplify money management, banks can establish themselves as a trusted partner and build deeper relationships with their small business customers.‍‍

How Octalas Uses AI to Empower Small Business Customers.

Engage transforms user-specific data streams into real-time, predictive, and actionable insights and advice personalized for each user.‍

Scan payment and expenses activity to flag exceptions‍

Suggest corrective actions to avoid cash shortages and other business disruptions‍

Increase business agility by identifying and responding to liquidity and growth needs‍

Educate the business about relevant bank products & services that can simplify and improve financial control‍

Integrate accounting data to deliver insights and advice based on a consolidated view of actual and planned financial activities‍

Empowering Small Business Financial Management With Actionable Insights

The Octalas Engagement Builder allows Octalas to modify pre-built insights.

Provide an aggregated view of financial activity with optional integration with popular accounting software.

Day-to-day Banking Insights

Simplify everyday financial management by proactively highlighting important issues and suggesting corrective actions.

Mobile-enabled Money Management

Integrate the experience into the bank's mobile app, allowing business owners and employees to stay on top of their financials anytime anywhere.

Cashflow Predictions

Enable the business to preempt expected balance shortfalls by predicting future cashflows.

Out-of-the-Box Business Insights

Shorten time-to-market with a rich library of prebuilt insights tailored to business user' needs.

Discover Our Unique Approach Today

At Octalas, we understand that every business is unique, and that's why our AI-powered financial manager is customized to meet the specific needs of your business. Our system will provide you with real-time actionable insights that will help manage your finances with ease, irrespective of the size of your business or the industry you operate in.