B:Side Assist

Your ai-powered financial assistant

All-in-One Financial & Business AI Platform​

B:Side Assist is your command center for money and decision-making. It pulls all of your accounts into one secure dashboard, then layers on powerful AI to help you see the full picture. 

But it doesn’t stop there—it also helps you navigate the hard stuff: 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.

make smarter financial decisions

Why B:Side Assist?

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.

Unified Platform

Personal + Business all in one place, real-time.

AI Insights

Smarter choices with advice built on your own numbers.

Expert Support

Tap into our network of pros for a human perspective.

Beyond Finances

Guidance on leadership, operations, and entrepreneurial strategy.

Efficiency

Automate the boring stuff so you can focus on what matters.

One overview of your finances

How it Works

Securely connect all your accounts—checking, savings, credit cards—through Plaid. With bank-grade encryption, you get:

  • A complete picture: Burn rates, income forecasts, savings opportunities, and spending categories.
  • Smart search & filters: Instantly find transactions and trends.
  • Anomaly detection: Spot unusual charges, recurring fees, or big transactions before they catch you off guard.

Stay Ahead with Alerts

This includes low balance warnings, merchant spend tracking, and instant notifications for large transactions.

Professional Tools Built In

Create branded invoices in minutes and automate reminders.

Lending Access

Get real-time data on business loans, SBA programs, and personal lending rates. When you're ready, we'll connect you to specialists.

Turn Paper into Power

Upload receipts, invoices, and tax forms to organize and extract key data.

Sign up

Ready to take your
business to the next level?

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.