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Owner Intelligence

Meet your AI CFO, arriving in 2026

Imagine having your business and personal finances in one place with an intelligent dashboard that tells you exactly where you stand, what’s working, and what’s next.

That’s Owner Intelligence, coming to Flex in 2026.

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Profitability

Net profit margin

24.5%

-0.9% change from last month

Liquidity

Runway

12.2 months

1.2% change from last month

September, 2025

Your business health score

+3 points from last month

Images of the Owner Intelligence dashboard are for illustrative purposes only.
The design, features, and layout may evolve over time and differ from what is shown.

One Platform, Total Clarity

Owner Intelligence gives you a single view of your entire financial life including cash flow, spending, revenue, income, net profit margin, and more. Track your business health, understand your run rate, and get insights you won’t find in spreadsheets.

Images of the Owner Intelligence dashboard are for illustrative purposes only. The design, features, and layout may evolve over time and differ from what is shown.

Plan and Grow with Confidence

Owner Intelligence doesn’t just show you where you are; it helps you see where you can go.Explore projections, understand your cash flow, and discover opportunities. Get AI-powered insights so you can focus on what matters to you most.

AI-Powered Insights, Personalized.

Business Health Score

See the overall health of your business at a glance.

Cash Flow Models & Projections

Easily break down your cash flow and forecast what’s ahead with smart projections.

Business Health Score

Know where to invest, where to cut back, and how to maximize your resources.

coming in 2026

Owner Intelligence uses AI to generate financial insights solely for informational purposes. These outputs are estimates and may contain inaccuracies. They are not intended to provide, and should not be relied upon for, legal or financial advice. Please seek guidance from your legal or accounting professionals for any questions on these topics.

A Holistic View of Your Success

Owner Intelligence is about your full financial picture. Understand your business’ complete financial ecosystem and use Flex tools to your full advantage.

Learn from your financial data

Our AI agent turns complex financial information into digestible insights. Ask questions and test scenarios to learn more about your business finances.

Your Complete Financial View, Powered by AI

Owner Intelligence is designed for owners who want to see the bigger picture and grow with confidence. Sign up to get early updates and be among the first to experience your AI-powered financial dashboard.

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Owner Intelligence is a product of Flexbase Technologies, Inc and is available to Flex customers. Terms and conditions apply.

Owner Intelligence uses AI to generate financial insights solely for informational purposes. These outputs are estimates and may contain inaccuracies. They are not intended to provide, and should not be relied upon for, legal or financial advice. Please seek guidance from your legal or accounting professionals for any questions on these topics.

Flexbase Technologies, Inc. (Flex) is a financial technology company and is not a bank. The Flex Business Credit Card is issued by Lead Bank, pursuant to a license from Visa U.S.A. Inc. and is only available to eligible commercial entities. Fees and terms and conditions apply. Applicants are subject to eligibility requirements.

©2025 Flexbase Technologies, Inc., all rights reserved. Flex products may not be available to all customers. See the Flex Terms of Service for details. Terms are subject to change.