[CS] Board for Small Business
How Fit is Your Business?
To keep a small business fit, you have to know what’s happening. Board keeps you focused on your key metrics of success, monitoring and automating your finances all day, every day.
Get Paid on Time Every Time
We’ve poured our experience building a successful tech startup into Board, the app we wish we’d had when we got started. Because money should never keep you from doing what you love.
Powerful
The power of a full featured financial reporting and planning application. The usability of a top class mobile app.
Simple
View key metrics you value at a glance.
Smartish
Custom auto-categorization of clients and vendors. Set up payment matching Set your own labels, use custom filters, dynamic filtering
Stay in control of your key indicators
Mobile-first platform designed for the business owner mentality: from top level indicators down to deep dive analysis of business performance.
Learn from the past but focus on the future
Cash liquidity
Plan your cash flow by Employees, Vendors and Customers.
Set limits to your account(s) and regularly check cash flow forecast.
Re-plan invoice payments as well as funding or investments if needed.
Profitability
Set budgets for your key operating costs.
Regularly check variance between the budgets and estimates at completion (actual + planned spend).
Take early decisions on your planned spend adjustments if needed.
Revenues growth
Plan your growth by revenue category.
Capture your sales leads and customer orders to keep accurate pipeline estimates.
Speed up or slow doan sales efforts in accordance with to your plan fullfillment.
Save time in business reporting
Relevant information in the way you need it
Info needed for daily steering of your company in one place
Flexible to organize business info in a way that suits you
Helps you to make both short and long term decisionsrbr>Proactively notifies you to avoid issues
Automated what can be to save your timet
Automated synchronization with your bank accounts
Asks for your input only where no other source exists
Enables data inputs from your team members and support
Summarizes the results in an actionable way
Data security and confidentialityt
Gives you full control over who can access your business data
Uses leading edge technologies to protect against cyber attacks
Keeps data backed up in a cloud to avoid losses
Made by BudgetBakers
Global experience We are makers of Wallet – Finance Tracker and Budget Planner – a tool for personal finance, with over 3 million installs, 4.6+ rating, and operated globally since 2015.
Certified AISP We are financial institution certified under the new EU regulations (PSD2). But we remain to be agile, and innovative Fintech focused on continuous improvements of our products.
Get started for Free
Download our Application for Small Business