Leverage Data, Build Relationships.

Get ready to revolutionize your SMB customer relationships using their own data. upSWOT is a powerful set of embedded finance tools driven by the leading business data collection, integration, and reconciliation technology. 

 

Your customers can import their banking transactions and business data, bringing together data from over 160 applications, including popular accounting, ERP, payroll, e-commerce, CRM, marketing, and POS. 

App Connections

Have the answers, before they ask

P&L

Understand the detailed scope of income and expenses a business generates, including all payroll activity

Sales Analytics

See if a business is generating enough income to fuel its growth by understanding customer churn rate and deal activity

Financials

View full history of business transaction, fees, tax returns, and cash flow — across all banking partners

Health Metrics

Gain visibility into business health and viability based on assets, debt load, short and long-term liabilities, and revenue pipelines