One platform for your entire financial life

About two minutes. Connect your bank accounts, and B:Side Assist starts analyzing your finances immediately. There's no spreadsheet to build, no data to import manually, and no onboarding call required. Most users see their first insight within five minutes of signing up.

B:Side Assist isn't trying to replace your accounting software. QuickBooks and spreadsheets are great at recording what already happened. We show you what's coming next — cash flow forecasts, runway projections, spending anomalies, and risks — before they become problems. Think of it as the difference between a rearview mirror and a windshield.

B:Side Assist is built by B:Side Financial — a small business lender with 35 years of experience. The AI isn't guessing; it's trained on decades of real financial patterns from businesses like yours. Every insight is grounded in the same fundamentals our lending team has used to evaluate thousands of businesses. You're getting a finance team's judgment, delivered instantly by AI.

The Free plan is genuinely free — no credit card, no trial expiration, no catch. Use it for as long as you want. If you decide it's not right for your business, just stop logging in. There's nothing to cancel and nothing to lose. Most business owners tell us they wished they'd connected their accounts sooner.

The Free plan gives you up to 3 connected accounts, a real-time dashboard with burn rate and runway, basic AI insights, and community support. If you need unlimited accounts, advanced analytics, custom alerts, and priority support, the Pro plan is $9.99/month (or $8.29/month billed annually). No hidden upsells — you'll always know exactly what's included.

That's exactly who we built this for. B:Side Assist translates the complexity of your finances into plain language and clear visuals. No jargon, no dense reports. If something needs your attention, we tell you what it is, why it matters, and what to do about it. You can even ask AssistAI questions in plain English — like "Can I afford to hire someone next quarter?" — and get a straight answer.

Personal finance apps are designed for consumers tracking household budgets. B:Side Assist is built specifically for small business owners. We speak in burn rate, runway, and cash flow — not grocery categories. We forecast whether you can make payroll in three months, not whether you overspent on dining out. If you run a business, generic finance tools aren't built for the questions you actually need answered.

The MCP Connector lets you pull your B:Side financial data into AI tools you might already use — like ChatGPT, Claude, or Cursor. It means you can ask those tools questions about your business finances directly. Think of it as giving your favorite AI assistant access to your real numbers. It's included in the Pro plan and completely optional.

No. B:Side Assist exists to help you understand your finances, full stop. Our lending background is actually your advantage — we've spent 35 years learning what makes small businesses financially healthy and what puts them at risk. That expertise is what powers the intelligence behind the platform. If you ever want a loan, B:Side Financial is there. But Assist stands on its own, and you'll never see a sales pitch inside the product.