Financial insights for business from Alvie
Meet Alvie, our platform’s new virtual assistant. Alvie offers tips to help you manage your business finances and make informed decisions.
2 tools to help streamline your finances
Alvie offers 2 new features on AccèsD Affaires: financial insights and a money tracker.
Gradual feature rollout: The information you see on this page might be different from what you see on AccèsD Affaires, depending on when new features become available and what access rights you have.
Financial insights
Get reminders for recurring payments and alerts about unusual transactions.
Examples
- Bill payment reminders
- Unusual purchases
- Duplicate transaction charges
- Tax payment reminders
Money tracker
Use the Monthly activity tool to keep track of your cash inflows and outflows.
Benefits of our insights and tools
Customized
Get insights based on your business’s unique needs and habits.
Dynamic
Rate insights from 1 to 5 stars to continuously tailor them to your preferences.
User-friendly
See your financial insights automatically when you log in to your account.
Multi-purpose
You can also see personalized insights and tools for your personal accounts when you use AccèsD in our mobile app.
FAQ
What is the financial insights service?
Financial insights are personalized recommendations related to your business accounts and credit cards. They’re designed to help you manage your business finances, optimize your cash flow and save money.
Why can’t I see any financial insights on AccèsD Affaires?
You might not always have financial insights, because they depend on what transactions your business makes.
Who else can see my business’s financial insights?
Only administrators can see financial insights, but they can delegate access to other users as needed.
Are financial insights updated regularly?
Yes. Financial insights update automatically as your business’s financial data changes and new opportunities come up.