B:Side Assist is AI financial intelligence software for small businesses. Connect your bank accounts and see where cash is going, what’s coming next, and where you’re losing money before it becomes a bigger problem. No spreadsheets. No waiting on your accountant. Just the truth about your finances, updated in real time by the small business lenders who’ve been doing this for 35 years.
A complete AI financial intelligence platform for small businesses, from bank account sync to forecasting, alerts, and clearer decision-making in one dashboard.
Your personal finance partner. Budgeting, spending analysis, and investment guidance.
Anomaly detection, spending patterns, and savings opportunities surfaced automatically by AI.
Cash flow projections and scenario modeling so you can plan ahead with confidence.
B:Side Assist helps you navigate the hard stuff like operational headaches, leadership challenges, and the big entrepreneurial questions that don’t come with easy answers. Think of it as a financial advisor, business strategist, and trusted sounding board—all in one, working for you 24/7.
Personal + Business all in one place, real-time.
Smarter choices with advice built on your own numbers.
Tap into our network of pros for a human perspective.
Guidance on leadership, operations, and entrepreneurial strategy.
Automate the boring stuff so you can focus on what matters.
Securely connect all your accounts—checking, savings, credit cards—through Plaid. With bank-grade encryption, you get:
This includes low balance warnings, merchant spend tracking, and instant notifications for large transactions.
Create branded invoices in minutes and automate reminders.
Get real-time data on business loans, SBA programs, and personal lending rates. When you're ready, we'll connect you to specialists.
Upload receipts, invoices, and tax forms to organize and extract key data.
B:Side Assist is a product fully developed and created by B:Side in order to help business owners achieve their dreams. Signing up on the platform is free and simple. Click the link below to get access.