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Customer Insights

Harness the power of Big Data to get to know your customers better

Customer Insights scores each of your customers based on an analysis of the transactions you’ve had with them and their payment behavior. The score is used to rank your customers and give you actionable insights to improve revenue per customer.



Analyze your customers' behavior

Understanding your customers’ behavior and their relationship with your business is crucial. We analyze each customer’s data and grant them a score based on:

  • Frequency and total sales
  • Credit terms
  • Average payment and collection time
  • Frequency of late payments


Behavior patterns

Find patterns buried in large batches of data

Big data algorithms easily recognize patterns where there is too much data for people to analyze.

Even if your business has many transactions, bills, invoices, customers, etc., our algorithm easily identifies behavior patterns and scores your customers accordingly.


"Quick & simple to use"

It makes cash flow forecasting dead simple, all QuickBooks updates are automatically updated in the app, new invoices or bills are integrated into the forecast.

Maria Davis


Good customers

Single out your most valuable customers

See which customers bring in the most profitable business, who always pays on time, with whom you have the potential to grow, and more.

Use this information to nurture your relationship with them and learn the characteristics of good customers so you can find more just like them.


Bad customers

Identify potentially bad customers

Quickly single out customers who are likely to cause problems, even new customers that you have just started to work with. Our algorithms will identify them, giving you peace of mind and reduced risk.


Behavior Improvement

Turn your bad customers into good ones

Identify certain behaviors that can be easily improved.

For example, identify clients who regularly pay late, and motivate them to pay on time.


Answer important questions about your customers

Use Customer insights to answer questions about your customers based on their behavior patterns:
Which ones are our best customers?
Which ones are our worst customers?
Which customers should we be worried about?
Which relationship should we nurture?
What does our ideal customer look like?
What characteristics should potential new customers have?


Important insights about your customers could be hiding in your data
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