Manage Your Money Better Webinar: Sole Proprietors and Small Business
You shouldn’t have to celebrate when your bank gets it right. Or when you’re surprised at how easy things are. […]
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BUSINESS INSIGHTS
FREE CASH FLOW ANALYTICS
Make more confident decisions for your business with Business Insights, a free feature of Primis business checking and savings accounts.
WHAT IS BUSINESS INSIGHTS?
Call us crazy, but we think your bank should actually help you grow your business. Our tools are designed to keep your business running smoothly and make it easier to manage and track your cash.
Gauge Your Performance
- Monitor your cash flow throughout the month and year
- Check your incoming and outgoing cash, quickly and easily
- See how you stack up to competitors using the competitive benchmark tool
TRACK YOUR EXPENSES
- See your spending breakdown and compare with prior months
- View your transactions by category
- Track how your employees are spending
PLAN FOR WHAT’S AHEAD
- Schedule payments and see how they impact your forecast
- Learn about potential cash shortfalls ahead of time and make adjustments
- Check for recommendations to mitigate potential issues
IS CASH FLOW KING?
In a word: yes. Profit is important, but positive cash flow is what keeps a company going. Check out our guide to learn more about the difference between cash flow and profit, and discover why forecasting cash flow is so important.
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How to Enroll in Business Insights
Business Insights was created to help busy business owners like you make more informed financial decisions. Getting started is easy, and shouldn’t take more than a couple of minutes.
Check out this quick demo to walk you through the entire enrollment process, step by step!
Business Insights Works as Hard as You Do
It’s right there in the name. Business Insights helps you understand, predict and answer questions like:
- What’s your financial position?
- How’s your cash flow performing?
- Do you have enough revenue to cover upcoming expenses?
- How is your performance comparing to local competitors?
Check out all the features at your fingertips.
THE MORE YOU KNOW…
Primis provides access to third-party account info as a convenience, but we and is not responsible for the accuracy or completeness if the information they share. The Business Insights tool does not replace personalized advice from licensed pros, so remember to seek professional advice before making decisions about your business. Email our business advisors with questions any time.