Monit empowers bankers with real-time insights to deepen SMB relationships, boost retention, and uncover new revenue opportunities, seamlessly and intuitively.
Discover how Monit's innovative platform leverages accounting and transaction data to provide actionable insights, enhancing your bank's relationship with SMB clients and driving revenue growth.
Monit can support the banker, the business owner, the data team, and embedded partner workflows, with each product designed to activate the same underlying financial signals in a different way.
Accounting-based insights for SMBs & bankers
Transaction-based intelligence for bankers
Check file automation for Positive Pay
Monit analyzes transaction and accounting data to identify lending, deposit, and cross-sell opportunities—before the client asks.
See where clients move money to competing banks or fintechs, helping your team proactively retain deposits and relationships.
Provide business owners with historical, trending, and industry performance insights so they can make better informed decisions
By anticipating needs and providing value-driven insights, bankers become trusted advisors—leading to deeper engagement and higher profitability.
Monit has surfaced millions in potential revenue and growth opportunities by detecting signals that are easy to miss in raw account and transaction data.
Monit works with accounting, transaction, digital banking, and CRM data sources.
Data is transformed into cash-flow trends, wallet share movement, risk alerts, and product-fit cues.
Deliver intelligence through Monit, Q2, Salesforce, partner integrations, or bank-branded experiences.
Bankers and businesses get timely next steps that support retention, growth, and better decisions.
It enables us to deepen relationships with our customers, and we see Monit as a real differentiator for us in the market.
Chief Digital Officer @ Eastern Bank
We are a big fan of Monit! We are thrilled to offer our customers this value-added solution that is easy to implement and immediately provides our customers with information about their business activities in one robust platform.
President @ FVC Bank
We can provide real, contextual data for our clients to help them run their businesses.
Head of U.S Commercial Digital Platform @ TD Bank
The easiest fintech we’ve ever worked with, Monit fulfilled all promises and gave our team the tools required to get to market quickly.
VP Treasury Management @ TAB Bank
We are starting to see real culture change with our bankers. I'm getting outreach from the frontline asking for Monit-sourced leads as they are realizing that the data from customer insights is a powerful tool to uncover new opportunities with clients.
SVP, Director of Sales Enablement @ Bank of Tennessee
Monit's work in SMB financial intelligence has been covered, cited, and recognized by industry analysts, research firms, and banking publications.
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