It's time to get down to business.
Enter TruBiz, a white label business financial management solution.
Small Business Is Big Business
TruBiz from Geezeo enables financial institutions enhanced market positions within the competitive small and middle market business segments. Our platform complements and integrates with online banking for business, by providing robust online financial management that your small businesses seek, while giving you, the FI, predictive insight and capability beyond the expected.
Empowering Small Business Is Smart Business
Financial institutions must help small business succeed by helping them manage and track finances. Geezeo helps your business customers manage account transactions with smart transaction tagging, monitor spending by category and/or merchant and create and track spending goals, due bills and pending credits. You'll help your business customers monitor their cash position so they can always understand the balance today and also see their cash position ahead. The spending overview lets them review anywhere from 1 to 3 months of spending category analysis. You'll also keep them informed on the go via customizable email and text alerts – all designed to empower you to empower your business clients to stay in financial control and enable them to achieve business goals.
Proven White Label
Built from experience, we're leveraging our REST API to offer your FI a true white label experience. It's your brand, your market and your opportunity.
Business will be able to review and track individual transactions and analyze their impact on expense categories and total expenses.
Cash Flow Management
Understand the businesses cash flow by tracking historical, actual and anticipated upcoming cashflow. Ensure your businesses are prepared in both the short and long term.
With interactive reports & visualization, small business customers can analyze historical budgets & purchase history while tracking monthly spending.
You'll be able to leverage TruBiz data, offering your FI new customer insight and the ability to offer relevant solutions on demand.
Track Your Share of Wallet
Through our robust admin, review your share of wallet and see where your small businesses are holding other substantial accounts.
Want to get down to business?
TruBiz is live! For more information, click here.