B:Side Capital and B:Side Fund, a non-profit small business lender and Certified Development Financial Institution (CDFI), announced the launch of its AI-powered financial intelligence platform designed exclusively for small business owners. The platform connects directly to users’ bank accounts to deliver real-time visibility into cash flow, automated anomaly detection and forward-looking forecasts — all in a single, unified dashboard.
Small business owners have long faced a gap between the financial data they have and the insights they need to act on it. B:Side Assist closes that gap by combining bank account synchronization, AI-driven analysis and expert human support into one platform that works as an always-on financial partner.
“Most small business owners don’t find out there’s a problem until it’s already a problem,” said B:Side CEO Chris Myers. “We built B:Side Assist to surface what matters before it becomes critical, so owners can spend less time digging through numbers and more time building their business.”
What B:Side Assist offers:
- Real-Time Dashboards: A live view of spending, budgeting and financial performance, updated as transactions happen.
- AI-Powered Insights: Automatic detection of anomalies, spending patterns and savings opportunities, surfaced without any manual analysis required.
- Instant Forecasting: Cash flow projections and scenario modeling that let owners plan ahead with confidence, not guesswork.
- Unified Platform: Personal and business finances tracked together in one place, in real time.
- Expert Support: Access to a network of financial professionals for a human perspective when it counts.
- Beyond Finances: Guidance on leadership, operation and entrepreneurial strategy to support the full picture of running a business.
The platform is designed to automate routine financial tasks so owners can stay focused on growth. From identifying where money is quietly leaking to modeling what happens if revenue dips next quarter, B:Side Assist turns raw financial data into decisions.
B:Side Assist is available now. To learn more or request a demo, contact us at hello@bside.org.
B:Side Capital is a Certified Development Company (CDC) and Lender Service Provider (LSP) dedicated to supporting lending partners across Colorado, New Mexico, Utah and Arizona through the Small Business Administration (SBA) 504 loan program and 7(a) loan program nationwide. We are committed to expanding access to responsible, affordable capital for small businesses while serving as a trusted resource for both banks and entrepreneurs. In partnership with our sister organization, B:Side Fund, a Certified Development Financial Institution (CDFI), we focus on reaching underserved markets, driving economic growth and job creation through SBA and direct lending solutions. Our programs enable lenders to meet financing needs that may fall outside conventional credit policies. Since 1990, B:Side Capital has funded more than 5,500 small business loans, supporting over 45,000 jobs and generating $6.5 billion in economic impact.
