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GrowthVision Software Features

Over 150 Platform Integrations

BUSINESS INSIGHTS

With a comprehensive view of company performance, stakeholders get crucial insights, trends, and opportunities to make better business decisions

GOALS

GrowthVision enables SMBs to set company-specific goals (savings, investments, etc.) and track performance against them.

FORECAST BUILDER

Receive early warning signs for cash gaps and help SMBs make smarter choices about growth, including equipment purchases, branch expansions, and new hires.

ANALYTICS

Customizable dashboard gathers company-specific data sources and performance indicators.

INTEGRATIONS

Connect to any business app with a few easy clicks and eliminate the need for manual data collection. 

Business Insights

SMBs gain a holistic view of their business by collecting data from a variety of sources, including accounting software, marketing platforms, customer relationship management systems, and more. This data can then be transformed into easy-to-read reports, dashboards, and visualizations, providing business owners and managers with a comprehensive view of their operations.  Real-time activity alerts offer immediate support with further drilldowns into issue analysis, recommendations, and action steps to help businesses scale faster.

SMB Portal

By analyzing this data, SMBs can gain insights into key performance indicators, such as revenue, profitability, customer acquisition costs, and more. Business Insights can also help SMBs understand their customers, including their preferences, behaviors, and purchasing patterns. This information can be used to develop more effective marketing campaigns, improve customer experiences, and optimize pricing strategies.

In addition, GrowthVision can help SMBs identify trends and patterns that might not be immediately apparent. By using advanced analytics techniques, such as predictive modeling and machine learning, businesses can gain insights into the factors that are driving success, as well as the risks and challenges that they may face in the future.

Finally, GrowthVision can help SMBs make data-driven decisions. By providing business owners and managers with real-time insights and recommendations, GrowthVision can help them make informed decisions about everything from inventory management to product development.

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Goals

Create specific goals for buying equipment, opening new offices, hiring new employees, and more. SMBs can set savings and investment goals using GrowthVision. SMBs can gain valuable insights into their finances and operations, allowing them to make informed decisions about how to allocate their resources for maximum impact.

Past performance is not a guarantee of future results.

Goals-1

Once SMBs have a better understanding of their financial position, they can begin to set savings and investments goals. GrowthVision can help with this process by providing them with the insights they need to make informed decisions about where to allocate their resources. For example, businesses can utilize GrowthVision to identify areas where they can cut costs, such as reducing overhead expenses or negotiating better pricing with suppliers. They can then use these savings to invest in growth opportunities, such as expanding into new markets or launching new products.

GrowthVision.io can also help SMBs identify investment opportunities by providing insights into market trends, customer behavior, and competitive activity. This information can be used to make informed decisions about where to invest, such as in new product development or marketing campaigns.

Finally, GrowthVision can help SMBs track their progress toward their savings and investments goals. By providing real-time insights into financial performance, GrowthVision.io can help businesses stay on track and adjust as needed to ensure they achieve their goals.

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Forecast Builder

SMBs can use GrowthVision tools to receive early warning signs for cash gaps and to make smarter choices about growth.  SMBs can gain valuable insights into their finances and operations, allowing them to anticipate and avoid cash gaps while pursuing growth opportunities.

Forecast

One of the key benefits of GrowthVision is that it can help SMBs track their cash flow and identify potential gaps before they become a problem. By analyzing data from accounting software, expense tracking tools, and other sources, GrowthVision can provide business owners and managers with a real-time view of their financials. This information can be used to identify potential cash gaps, such as upcoming expenses that may strain cash flow, and take action to avoid them.

Once SMBs have a better understanding of their financial position and potential cash gaps, they can make smarter choices about growth. For example, businesses might use GrowthVision to model different growth scenarios, such as equipment purchases, branch expansions, or new hires, and evaluate the potential impact on cash flow. By using data-driven insights to evaluate these options, SMBs can make informed decisions about where to invest their resources for maximum impact.

In addition, GrowthVision can help SMBs identify opportunities to optimize their operations and reduce costs, which can free up resources for growth. For example, businesses might use GrowthVision.io to identify areas where they can improve efficiency, such as reducing inventory levels or automating manual processes. These optimizations can help SMBs achieve cost savings and reduce the risk of cash gaps, allowing them to pursue growth opportunities with greater confidence.

GrowthVision.io can help SMBs track their progress toward their growth goals and adjust as needed. By providing real-time insights into financial performance and growth metrics, GrowthVision.io can help businesses stay on track and make informed decisions about where to invest their resources.

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Analytics

SMBs can use GrowthVision to access real-time data from all parts of the business, including net year-to-year income, lost deals, invoice statuses, account balances, and sales by channel. With GrowthVision.io, SMBs can gain valuable insights into their operations, allowing them to make informed decisions and drive growth.

Analytics

GrowthVision can help SMBs collect and analyze data from a variety of sources, including accounting software, customer relationship management systems, sales platforms, and more. By aggregating this data in one place, Business Intelligence (BI) software can provide a comprehensive view of the business in real-time, allowing business owners and managers to stay up to date on the latest developments.

For example, SMBs can use GrowthVision to access net year-over-year income data, which can help them evaluate their financial performance and identify areas for improvement. They can also use GrowthVision to track lost deals, invoice statuses, and account balances, providing valuable insights into their sales and cash flow. By analyzing this data, SMBs can identify potential issues and take action to address them before they become a problem.

GrowthVision can also help SMBs understand their sales by channel, providing insights into which channels are most effective at driving revenue. For example, businesses might use GrowthVision to track their sales by channel, such as online, in-store, or via third-party marketplaces. This information can be used to develop more effective marketing strategies and optimize their sales processes to improve overall performance.

Finally, GrowthVision can help SMBs track their progress toward their goals and make informed decisions about where to allocate their resources. By providing real-time insights into sales performance, financial metrics, and other key performance indicators, BI software can help businesses stay on track and adjust as needed to achieve their goals.

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150+ Integrations Across Financial & Business Applications

Business customers enjoy a painless onboarding experience and immediate access to helpful insights

Connect Your Financial Applications

Financial Accts

Connect Your Business Applications

BizApps

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