Improve digitally
with business

Boost digital engagement, loyalty and sales among your micro- and small business customers with automated, easy-to-digest and actionable insights.

Are you there for your SME customers when they need you?

Lending margins are melting, while your business customers are facing certain money moments when they would require your help. Are you able to spot them? It is time to provide them valuable and actionable insights about their finances.


More than half would pay for personalised financial management services

Would turn to nonbanks if their bank is not able to address their pain points

in revenue streams could be opened up delivering value added services

How Finshape can have you covered?

Drive engagement
Drive engagement

Develop a regular and valuable connection with your customers through swipeable stories

Sell smart, sell digital
Sell smart, sell digital

Use proactive and actionable nudges to find the right sales context and keep customers informed

Go live in no time
Go live in no time

Leverage on the applied add-on approach and go live within 2 months.

Impress your customers and benefit from automated financial stories

Calculate and show your small- and micro business customers the most relevant insights about their finances on daily, weekly and monthly basis.

Business insights

Business insights

Business insights

Clear and informative stories about the company’s finances

  • Revenue flow chart
  • Expense categories
  • Customer habits

Predictable finances

Predictable finances

Predictable finances

Reilable and useful stories about expected money matters

  • Recurring payments notification
  • Overdue account recievables report
  • Balance forecast

Proposed actions

Proposed actions

Proposed actions

Relevant and contextual nudges to improve financial health with products

  • Time to secure in investments
  • Extend opportunities with a loan
  • Mitigate cash shortage with factoring


Stories for certain money moments


SME profiles andd
extendable data points
Expected results:

Financially conscious customers
Stronger relation and reliance
Relevant sales offers on time

Endorsed by Forrester

Finshape was included in The Forrester Tech Tide™: Financial Well-Being, Q2 2022 as a featured Personalised Financial Insights vendor