Empower Your SMB Clients with Smart Financial Tools

Monit enhances your bank’s SMB offerings with real-time cash flow insights, forecasting, and benchmarking—helping your clients thrive while deepening engagement and driving product adoption.

Cashflow Forecasting

Gain real-time insights into cash flow, revenue, and profitability to make informed financial decisions.

Scenario Planning

Model financial changes—like hiring or purchases—to see the impact on cash flow before taking action.

Benchmarking Performance

Compare your business’s key financial metrics against industry peers to identify growth opportunities.

What Business Owners Are Saying

I started Studio 721 to provide adults with quality dance classes as well as dance related fitness, all under one roof. As a studio owner, I’m grateful for Monit’s, forecasting, and guidance features. It helps me better manage my business and make sure I’m on track to reach my goals. With their insights, I feel confident that Studio 721 will be successful in the future as we continue to grow.

Julia Sykes

Owner/Instructor of Studio 721

I think Monit is an amazing tool. As a business owner, it’s great to be able to see everything in one cohesive dashboard, including projections and margins. This digital CFO also offers features I haven’t seen anywhere else – from other institutions or accounting software alone.

Tim Pipp

Owner of Beeze Tees

Financial wellness is important to me, and Monit gives me the tools to easily monitor my businesses finances so that I can focus where I need to – on my clients.

Kerri Koen

Owner of Modern Legacy Law Group

Schedule a Demo

Our flexible partnership options can support a quick, bank-branded deployment or a fully embedded digital experience. Please reach out to discuss the best approach for your bank.

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