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BoostFi

Financial-health signals

Turn banking activity into useful financial intelligence.

With client-authorized bank connectivity, BoostFi is designed to organize inflows, outflows, balances, and recurring activity into signals a business owner can act on.

Plaid-powered connection architecture is implemented; live availability depends on deployment configuration.

CASH-FLOW PULSE

$42,680 net inflow

Sample data

Average balance

$18.4K

Deposit consistency

Strong

Recurring obligations

7

Why it matters

Complex information should lead to a clearer decision.

01

See the operating rhythm

Understand monthly inflows and outflows, deposit consistency, average balance, and recurring obligations.

02

Connect voluntarily

Banking access is initiated and authorized by the client through Plaid’s connection flow.

03

Inform readiness

Use cash-flow context alongside—not as a replacement for—commercial credit information and application requirements.

Start with free access

Turn what you know about your business into what to do next.

Create your BoostFi profile, ask Credit Josh AI, bring supported credit information, and begin a practical roadmap.

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