Abrigo

MARCH 21, 2025

If originating more than 150 home mortgages or 400 small business loans per year, required to report RBAAs. Create dashboards and regular reports that track performance against key CRA metrics. Large banks (assets above $2 billion) Mandatory participation in all new CRA performance tests.

CECL 78

CECL Credit and Collections Dashboards Credit Unions 78

Your Virtual Credit Manager

JANUARY 17, 2023

Photo by Alex Radelich on Unsplash When small businesses add customers and increase sales, their company’s Accounts Receivable (AR) will grow. A chemical distributor did just this by providing their Salesforce with a dashboard to monitor each region’s receivables portfolio. it just might help them pay you sooner!

Credit and Collections 246

Credit and Collections Accounts Receivable (AR) Days Sales Outstanding Past Due Invoices 246

Lendio

JULY 7, 2023

In today’s digital landscape, search engine optimization (SEO) plays a crucial role in driving organic traffic and improving online visibility for small businesses. Thankfully, a wide range of powerful online SEO tools exists to simplify the process and empower small business owners to optimize their websites effectively.

Small Businesses 98

Small Businesses Dashboards 98

Fundera

OCTOBER 20, 2019

How to Manage Small Business Finances in 5 Comprehensive Steps. Choose a business bank account and separate your personal and business finances. Organize your business finances by using accounting software and hiring a professional. Understand and fulfill your business tax responsibilities.

Small Businesses 101

Small Businesses Credit Scoring Credit and Collections Default 101

Fundera

JANUARY 9, 2017

Every small business could use a great suite of accounting tools to help them out. Let’s face it: Unless you’re a mathlete, accounting can be the most boring part of running your own small business. In fact, around half of small business owners report that accounting is their least favorite task. FreshBooks.

Small Businesses 84

Small Businesses Dashboards Credit and Collections 84

Fundera

APRIL 22, 2019

Best Bookkeeping Apps for Small Business Owners. In the world of small business accounting , bookkeeping apps can change how you do business. As a small business, you don’t have a big accounting or bookkeeping department to balance your books and help with financial planning.

Small Businesses 92

Small Businesses Transactions Dashboards Deductions 92

SAP Credit Management

DECEMBER 26, 2022

Most of the sellers on these Live Commerce platforms were individuals or small businesses and they didn’t need this from SAP. Enterprise has their own Live Shopping analytics dashboard, for them to monitor the performance of the live shopping session. It made sense. So, that was that.

Dashboards 243

Dashboards Small Businesses 243

Fundera

JANUARY 20, 2019

The 10 Best Banks for Small Business in 2019. Wells Fargo: Best for small business lending. Chase: Best for small business credit cards. Lucky for you, we’re here to do some of the heavy lifting for you—we’ve scoured the banking landscape and put together this definitive guide on small business banks.

Small Businesses 92

Small Businesses Credit Unions Transactions Credit Scoring 92

Fundera

APRIL 26, 2020

In the wake of the coronavirus outbreak , the mandated closures of non-essential businesses, a dramatic decrease in foot traffic to essential businesses, widespread layoffs, and an overall decline in consumer spending has had a seismic impact on the global economy—and small businesses have been hit the hardest. .

Small Businesses 81

Small Businesses Dashboards Transactions 81

Fundera

AUGUST 22, 2017

Xero Tips for Small Businesses. In this article, we explore the eight Xero tips every business owner should know. Since this article is geared toward the small business owner, I do not include any tips that are only available to Xero users under the Advisor (accountant) role. Open Multiple Organizations.

Small Businesses 85

Small Businesses Transactions Dashboards 85

Fundera

APRIL 17, 2018

We’ll break down all the details on your top options for prepaid business debit cards so that you can find the perfect one for your unique needs. The Differences Among Different Types of Business Cards. Advantages of Prepaid Business Debit Cards. But it’s worth keeping in mind so you know about it.

Small Businesses 84

Small Businesses Transactions Dashboards Credit Scoring 84

Eagle Business Credit

OCTOBER 16, 2023

Starting a small business can be an exciting venture filled with dreams of success and profitability. In this article, we will explore the essential relationship between working capital and profit, breaking down complex financial concepts into digestible bites for small business owners.

Small Businesses 75

Small Businesses Credit and Collections Invoice Collections Invoice Amount 75

Fundera

NOVEMBER 17, 2018

Some small business owners are already financial experts: they have MBAs, experience in the private sector, and strong literacy in all things related to managing small business finances. If managing finances for a small business has you feeling completely overwhelmed, take a look at this comprehensive primer.

Small Businesses 75

Small Businesses Credit Scoring Credit and Collections Default 75

Fundera

NOVEMBER 17, 2018

Some small business owners are already financial experts: they have MBAs, experience in the private sector, and strong literacy in all things related to managing small business finances. If managing finances for a small business has you feeling completely overwhelmed, take a look at this comprehensive primer.

Small Businesses 75

Small Businesses Credit Scoring Credit and Collections Default 75

Fundera

AUGUST 10, 2018

But if you’re growing and finding you need more hands on deck, the best thing you can do for your company is look into HR software for small business. Picking the best HR software for small business— your small business, particularly—will save you money. Find the Best HR Software for Your Small Business.

Small Businesses 80

Small Businesses Dashboards 80

Fundera

JUNE 5, 2017

Keeping up with your customers is a huge part of running a successful business, and that’s why there are a growing number of software solutions for customer relationship management tailored to the needs of small businesses. According to SoftwareAdvice, “Most small businesses should consider hosted, cloud-based CRM solutions.

Small Businesses 73

Small Businesses Dashboards 73

Fundera

FEBRUARY 2, 2019

PayPal Small Business Solutions. Business Financing – Obtain loans specially designed for PayPal sellers. Even if you don’t use PayPal for business, it’s likely that you’ve used their services as a consumer when paying a friend or family member or when shopping online on a small business website.

Small Businesses 67

Small Businesses Credit and Collections Transactions Credit Card Payments 67

Fundera

DECEMBER 18, 2018

Best Shipping Services for Small Businesses. Most small businesses will need to ship their products at some point. If you don’t sell out of a physical location and instead run an ecommerce business , shipping is pretty much a required part of your business model if you are to make any sales at all.

Small Businesses 69

Small Businesses Dashboards 69

Fundera

FEBRUARY 20, 2018

There’s a reason that so many small businesses turn to QuickBooks for their small business needs—it’s easy to use, inexpensive, and QuickBooks training resources for the software abound. While certain things—like paying taxes—are obviously required of every small business, each business has its own other specific needs.

Small Businesses 70

Small Businesses Credit and Collections Dashboards Transactions 70

Fundera

DECEMBER 2, 2018

There’s a reason that so many small businesses turn to QuickBooks for their business needs—it’s easy to use, inexpensive, and training resources for the software abound. The 5 Best Alternatives to QuickBooks for Small Businesses. If you’re a super-small business, the Starter package at $9/month may work for you.

Small Businesses 71

Small Businesses Credit and Collections Dashboards Transactions 71

Fundera

OCTOBER 23, 2019

Best Shipping Services for Small Businesses. United States Postal Service: Best for small businesses looking to ship smaller items. FedEx: Best for businesses that need quick shipments. DHL: Best for small businesses looking to ship internationally. Best Shipping Services for Small Businesses.

Small Businesses 69

Small Businesses Brokerages Dashboards 69

Fundera

APRIL 15, 2019

As a small business owner with many responsibilities, dealing with your accounting processes can certainly be one of the most difficult and time-consuming. It takes time and practice, however, to learn how to use Xero in the best possible way for your business. Xero Tips for Small Businesses.

Small Businesses 85

Small Businesses Transactions Dashboards 85

Fundera

FEBRUARY 22, 2018

No matter which stage of business development you’re in, you’ve likely put some thought into your online presence—specifically, your company’s website. Your company’s small business website is a reflection of your business identity, so thinking about how it reflects to the outside world is a great first step.

Small Businesses 65

Small Businesses Dashboards 65

Fundera

DECEMBER 3, 2018

The Best Ecommerce Platforms for Small Business. Like many other small business owners, you’ve probably considered selling your products or services online. Well, a lot of it depends on the type of business you operate. 5 Best Ecommerce Platforms for Small Businesses. Very Small Businesses. $26

Small Businesses 69

Small Businesses Credit Card Payments Transactions Cybersecurity 69

Fundera

AUGUST 21, 2018

Managing payroll and HR can be tough for a busy small business owner. In fact, 1 in 3 business owners have been in this situation. Thankfully, there are plenty of payroll companies for small businesses that will take payroll management off your hands. Tax Guarantee.

Small Businesses 75

Small Businesses Deductions Accounting Firms Dashboards 75

Fundera

JANUARY 3, 2017

As a small business owner just getting your venture off the ground, you wear many hats. You’re not only the founder of your company, but you’re its number one sales rep, the chief marketer, the go-to office manager, and oftentimes its business accountant. QuickBooks Desktop.

Small Businesses 66

Small Businesses Dashboards Transactions Credit Card Payments 66

Fundera

SEPTEMBER 25, 2015

To lessen the problem and free up cash flow, small businesses need controls in place, and inventory needs must be prioritized. This is where predictive analytics, also known as business intelligence (BI) can help. BI Tools for Small Business. And what should you be stocking up on?

Dashboards 99

Dashboards Small Businesses 99

Fundera

OCTOBER 16, 2020

Running a small business comes with a lot of responsibilities, particularly when you have employees. Two of the top names in the payroll business are Gusto and Square. Gusto Payroll first launched in 2012, in an effort to make payroll simpler and faster for small business owners. Employee dashboards.

Dashboards 98

Dashboards Small Businesses 98

Fundera

JULY 15, 2019

The Best Ecommerce Platforms for Small Business. PrestaShop : Best open-source ecommerce platform for small businesses. Squarespace : Best ecommerce platform for very small businesses. AmeriCommerce : Best ecommerce platform for quickly growing businesses, especially for multiple stores, wholesale, and B2B.

Small Businesses 69

Small Businesses Credit Card Payments Transactions Dashboards 69

Fundera

MAY 18, 2020

15 Best Tools to Modernize Your Small Business. In the wake of the coronavirus pandemic, small business owners, consumers, and lawmakers alike are unsure of what the future holds: What will the economy look like in one month, six months, one year? 15 of the Best Tools to Modernize Your Small Business.

Small Businesses 68

Small Businesses Dashboards Transactions 68

Abrigo

DECEMBER 22, 2023

Takeaway 3 Articles specific to small community banks were among the most-read blogs, with best practices for construction lending at the top of the list. 5 Critical lender dashboards & reports for credit leaders Construction loans are unique because they are three-party agreements between borrowers, banks, and construction contractors.

Credit Risk 88

Credit Risk Credit Unions Dashboards CECL 88

Emagia

FEBRUARY 20, 2025

Its powerful analytics dashboard allows AR teams to monitor and track performance across multiple accounts, making data-driven decisions easier and faster. Comprehensive Reporting and Dashboards Emagia offers customizable dashboards that provide key insights into AR performance.

AR Automation 40

AR Automation AR Metrics Accounts Receivable (AR) Days Sales Outstanding 40

Fundera

FEBRUARY 24, 2020

If you’re a small business owner, then your business accounting is one of the most important things you manage to keep your business running smoothly. Before we dive into the FreshBooks alternatives, let’s take a look at what FreshBooks has to offer your business. . 7 Best FreshBooks Alternatives. Zoho Books.

Small Businesses 52

Small Businesses Dashboards Transactions 52

truly financial

FEBRUARY 16, 2022

O rganizing your expenses at tax time can feel like one of the most complex and frustrating parts of being a small business owner. You have to sort out which expenses are considered tax-deductible for your business’ income, and follow the proper methods for claiming them. are all deductible business expenses.

Deductions 52

Deductions Small Businesses Credit and Collections Dashboards 52

Lendio

JUNE 8, 2023

As a small business owner, you probably already know that your website plays an important role. Beyond sharing important information about your business—like where you’re located and how customers can benefit from your services—your website content can also be optimized to help increase both traffic and leads via SEO.

Small Businesses 52

Small Businesses Dashboards 52

Your Virtual Credit Manager

MAY 14, 2024

Monitoring and tracking cash is a critically important activity for most small businesses (for more on that subject, check out “ Taking the Crystal Ball out of Cash Flow Forecasting ”). The experts at Your Virtual Credit Manager are currently offering 33 percent off our standard small business consulting rates.

AR Metrics 130

AR Metrics DSO Credit and Collections Accounts Receivable (AR) 130

Fundera

JUNE 14, 2020

If you’re taking on HR management duties for your small business (on top of your million other jobs, of course), things can get really overwhelming really quickly. You can also build custom 360-feedback forms for each employee, which they and their requested coworkers and managers can complete on the app or dashboard. .

Dashboards 105

Dashboards Small Businesses 105