Business Insights

competitive benchmark icon

Competitive Benchmarking

You know your business, your customers, your employees, and your suppliers. But do you know how well your business is performing against the competition?

cashflow forecasting icon

Cashflow Forecasting

With Business Insights from Citizens Business Bank, you’ll be able to receive automated cashflow forecasting to help you manage your finances more effectively and prepare for future financial needs.

financial insights icon

Financial Insights and Alerts

As a busy business owner, you don’t always have the chance to sit down and review your finances. Business Insights from Citizens Business Bank helps you keep track of it all.


Keep a pulse on your business’s financial performance.

Citizens Business Bank understands how valuable your time is and we have the tools to help you manage your business based on your availability.

Introducing Business Insights, our embedded financial navigator that allows you to keep track of your business and plan for the future on your time. Whether that’s in the middle of the work day or sitting in bed at night, you have access to your business performance at your fingertips – and no separate login needed.



Getting Started is Easy!


oneLog in to Online Banking.

twoClick on the new Business Insights tab.

threeSync with your accounting service (QuickBooks, Xero, FreshBooks, etc.).

fourStart receiving automated insights on how your business stacks up against the competition.

Questions? Call or click to get started.