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Learn how to effectively use the General Ledger to support small business financing applications One way accounting professionals can assist small business clients is by helping them submit financing applications, but that requires a better understanding of how lenders make their decisions and what to look for in a General Read more…
Read more in our comprehensive guide for accountants, bookkeepers, and financial advisors Worried about the state of your small business clients’ cash flow? Sick of time-intensive manual spreadsheet forecasting? Want more information on how to offer proactive help, instead of simply being the bearer of bad financial news? Whether you Read more…
The “new normal” is here to stay. Business owners are becoming accustomed to better products and services as consumers and are starting to expect the same from their business service providers. The question is, are business service providers adapting to meet the expectations? In this report, ForwardAI is uncovering insights Read more…
A special report from LendIt and ForwardAI In 2020, the world changed as companies began to turn to digital innovation to stay in business. Some companies innovated more than others, utilizing new data sets and direct data connections to improve their workflows. In the world of business lending, the service Read more…
A Lender’s Checklist for 2022 The fintech revolution has begun, and within it comes new data streams. But how can this financial data be used in underwriting? ForwardAI explores some vital data points reviewed during the decisioning process and what they mean for your potential borrowers’ health. Learn how to Read more…
Why predictive data is a must-have for any business lender In this whitepaper produced by Tearsheet, we explore how traditional lending workflows negatively impact client journeys and lead to inefficiencies. Real-time data can act as an antidote for static data options, and predictive data can do even more to help Read more…
A 2021 Overview for Lenders In 2020, economic uncertainty caused financial institutions and alternative lenders to be swamped with applications from small businesses in desperate need of working capital. The race is on to adapt and automate and service more loans faster and more accurately, but what factors need to Read more…