Unlock Potential and Leverage Realtime Data for Better Outcomes
CRF Insights helps you understand your business performance and spot trends and opportunities for growth and savings.
Features
Seamless Integration with QuickBooks and Popular Banking Apps
Streamline your financial management by integrating your accounting software and banking accounts in one place. Get a clear, real-time picture of your cash flow and profitability, so you can stay on top of your business’s financial health with ease.
Shared access with your Partner Organization
Sometimes, it takes a village to help bring your business goals to life. With a click of a button, you can provide your lender or advisor read-only access to your business financials without digging through piles of paperwork or repeatedly sending updated documents.
Take Charge Like a CFO—No Finance Team Required
You don’t need to be a financial expert to make sound business decisions. CRF Insights provides a comprehensive view of your business’s financial health in an easy-to-read format.
With your key metrics in one place, you can make quick, confident decisions that put you in control of your business growth—no financial expertise required.
Frequently Asked Questions
How it Works
Accept Partner Invite
Easily join forces with your business partners by accepting their invite in just a few clicks, unlocking seamless collaboration and shared insights.
Connect Your Accounts
Link all your financial accounts securely to get a unified, real-time view of your transactions and cash flow—no more manual uploads or fragmented data.
Explore Your Data and Performance
Dive deep into key metrics with interactive dashboards, uncovering trends and performance insights that drive smarter decision-making.
Collaborate with your team
Add your team on the platform to share data, set goals, and monitor progress—keeping everyone focused on a common goal.
Our Partners
