Financial tools that actually make sense for your business.
Assist is a small business financial intelligence platform built for restaurants, contractors, healthcare practices, retailers, and professional service firms. It gives you the financial visibility that used to require a full-time bookkeeper or an expensive consultant, with features designed around how small businesses actually work.
Built by lenders, for businesses
We've been in your shoes
B:Side Assist wasn't built in a Silicon Valley lab. It was built by the team at B:Side Capital, a small business lender that's spent 35 years sitting across the table from business owners just like you.
We've seen the spreadsheets that don't add up, the bank statements stuffed in shoeboxes, and the look on a business owner's face when they realize they've been overpaying a vendor for months. Assist exists because we got tired of watching good businesses struggle with bad financial visibility.
Who it's for
Restaurants & Food Service
Track daily revenue, monitor food costs against sales, and see seasonal patterns before they hit your bank account. Know if you can afford that second oven before you sign the lease.
Healthcare Practices
Manage the gap between insurance reimbursements and overhead. Know your real cash position at any point in the billing cycle, not just what your bank balance says today.
Contractors & Trades
Stay on top of project-based income, equipment costs, and the cash timing gaps that come with net-30 and net-60 invoices. See your actual profit per job, not just revenue.
Retail & E-Commerce
Understand your real margins after returns, shipping, and platform fees. Spot inventory spend trends before they eat your profit.
Professional Services
Forecast revenue across client contracts and manage the payment cycles that make cash flow unpredictable. Know what’s actually coming in next month, not what’s invoiced.
One dashboard.
Complete financial clarity.
From the moment you connect your accounts, Assist works in the background so you can focus on running your business. Here's what it does for you.
See Your Money in Real Time
Income, expenses, and your current cash position, all in one place, updated live from your connected accounts. No more logging into three different bank apps and trying to piece it together in your head. Open Assist and know exactly where you stand.
What this means for you
You can answer the question "can I afford this?" in ten seconds instead of an hour.
Every Dollar Categorized and Explained
Assist automatically sorts every transaction into clear categories: rent, payroll, supplies, insurance, utilities, subscriptions, and more. It learns how your business spends and gets more accurate over time. No manual data entry. No tagging receipts. It just works.
What this means for you
At tax time, at loan application time, or just on a Tuesday when you want to know where the money went, the answer is already there.
Problems Caught Before They Cost You
Assist watches your accounts and notifies you when something needs attention: a vendor charge that suddenly jumped, a subscription you forgot you were paying for, a payment from a client that didn’t come through on time, or spending in a category that’s trending higher than normal. You don’t have to go looking for problems. They come to you.
What this means for you
The recurring charge you’ve been overpaying for six months? Assist catches it in the first week. The client who’s 15 days late on a $4,000 invoice? You know about it immediately, not when rent is due.
See What’s Coming Before It Arrives
Assist looks at your actual income and spending patterns and projects your cash flow forward. You can see, weeks or months ahead, if a slow period, a big expense, or a tax payment is going to put you in a tight spot. No more getting blindsided by a cash crunch you could have planned for.
What this means for you
You’re thinking about hiring someone, buying a new truck, or signing a lease on a second location. Plug it into Assist and see what happens to your cash before you commit. Make the decision with your eyes open.
Ask Your Finances Anything
“How much did I spend on supplies last quarter?” “What’s my average monthly revenue this year?” “When was the last time I paid this vendor?” “What are my three biggest expenses?” Type a question in plain English and get an answer in seconds. No digging through bank statements. No calling your bookkeeper. Just ask.
What this means for you
Every question you’ve ever had about your own money, answered instantly. It’s like having a financial advisor who knows every transaction you’ve ever made, available 24/7.
Works With the Tools You Already Use
Your financial data shouldn’t be trapped in one app. Assist connects with the tools your accountant, bookkeeper, or financial advisor already uses. They can pull your up-to-date numbers directly into their own systems without you having to export spreadsheets, forward PDFs, or play phone tag. If your advisor uses AI tools like ChatGPT or Claude, they can query your Assist data directly, meaning faster answers and less back-and-forth for both of you.
What this means for you
When your accountant asks for "last quarter’s numbers," you don’t spend a weekend pulling it together. You share access, and they have everything they need. When your lender wants updated financials for a loan application, the data is already organized and ready to go.
Loan-Ready at a Moment’s Notice
Need to apply for a loan, a line of credit, or an SBA program? Assist generates clean, organized financial summaries that lenders can actually use. Cash flow statements, spending breakdowns, revenue trends, all formatted and ready to submit. If you’re working with B:Side Capital, the data is already in the exact format we need, which means a faster, smoother application process.
What this means for you
The loan application process stops being a scramble. Your financials are always current, always organized, and always ready. That alone can make the difference between getting approved and getting delayed.
