Skip to main content
What you need to know about the government shutdown
FDIC logo

Business Insights at Your Fingertips

Business clients now have access to powerful new tools in their online banking portal! With the new Business Insights features, you can: View automated cash flow forecasts to track future performance Understand how key events may impact your finances Get timely alerts and actionable recommendations Benchmark your business against industry peers.

Powerful Business Insights for Savvy Business Owners

Get a deeper sense of your financial position and your forecasted cashflow performance, confidently plan for future expenses and revenues, and compare your business' relative performance against local competitors.

Cashflow Forecasting and Key Numbers

Get a consolidated view of your company’s historical and forecasted performance, including: Summary view of your cash position across financial institutions Holistic cash flow forecast Key performance metrics and trends

Competitive Benchmarking

Many Small Business owners rely upon feedback from customers and suppliers or look at financial trends to get a sense of performance – but don’t always have a peer group with whom to compare. With our benchmarking tools, you can:

  • Compare financial performance against a peer group with similar geography, revenue size, and employee count

  • Gain context for what “good” looks like

  • Get guidance for where your business can differentiate or improve competitively

Business Insights makes it easy for owners to keep a pulse on their business’s financial performance.

New features help simplify how you manage your business:

  • Critical alerts so you’re always on top of what’s next
  • Centralized view of your cash across all your accounts
  • Cashflow forecasting and event planning
  • Competitive Benchmarking vs. Peers
  • Tailored and personalized insights
  • Estimated Business Valuations
Transpecos bank branded image
transpecos ipad screen image

Tailored Business Insights

Business Insights helps keep you informed by securely aggregating your business’s financial data and sharing actionable insights:

  • Guidance with tailored financial insights about your business’ performance
  • Reminders for key dates, outstanding invoices, and financial deadlines
  • Tailored guidance on actions you could take to improve financial performance
What can we help you with today?

Smart banking for today and tomorrow.

For your security, please don't share personal, account, or financial information in chat

Sign in

Please choose to view either your Loans or Checking & Savings