B:Side Assist - AI-Powered Financial Management Platform

Your Financial Intelligence, Powered by AI

Connect your bank accounts with bank-level security, ask questions in plain English, and get instant insights with ML-powered fraud detection—all encrypted and secure in real-time.

B:Side Assist transforms how businesses manage their finances with enterprise-grade security. Our secure AI assistant answers questions like "show my spending by category this month" and generates visual charts instantly. With 11,734+ transactions analyzed and 305 trained fraud detection models, we deliver encrypted, enterprise-grade financial intelligence without the complexity.

B:Side Assist Dashboard - AI-powered financial insights, real-time transaction monitoring, and ML fraud detection analytics
Real Platform Statistics

Proven Results from Real Users

11,734+
transactions tracked and analyzed
186
AI-powered financial conversations
16
bank accounts connected across 8 institutions
305
trained anomaly detection models protecting your finances
Key Features

Everything You Need for Financial Intelligence

AI Financial Assistant

Ask Anything About Your Finances

Talk to your money. Our AWS Lambda-powered AI assistant answers questions in natural language and generates visual insights instantly. Process documents, analyze spending patterns, and get answers backed by your real financial data.

  • Natural language queries with conversational memory
  • Automatic chart generation (PNG visual reports)
  • Multi-document analysis and cross-referencing
  • Support for PDF, DOCX, XLSX, CSV, and more

Real-Time Banking Integration

See Everything, Instantly

Connect any bank account through Plaid and get real-time transaction syncing via webhooks. Track checking, savings, credit cards, loans, and investments—all in one unified dashboard.

  • Automatic transaction categorization
  • Multi-account consolidation
  • Pending transaction tracking
  • Support for 11,000+ financial institutions

ML-Powered Fraud Detection

Intelligent Anomaly Detection

Our Isolation Forest algorithm analyzes 8+ detection features to flag suspicious transactions before they become problems. With 446,758 cached transaction features, fraud detection happens in milliseconds.

  • Real-time anomaly scoring (0-1 scale)
  • Smart pattern recognition (timing, merchants, amounts)
  • Large transaction alerts ($500+, $1000+)
  • Intelligent exclusions for payroll and recurring payments

Financial Alerts & Automation

Never Miss What Matters

Set up intelligent alerts for balance thresholds, spending limits, and unusual activity. Our rate-limiting system ensures you get notified without alert fatigue—173 alert triggers successfully delivered.

  • 5 alert types: balance, spending, transactions, categories, merchants
  • Email notifications with smart cooldown periods
  • Customizable thresholds per account
  • Category and merchant-specific monitoring

Advanced Capabilities

Document AI with RAG

Process financial documents with advanced Retrieval-Augmented Generation. Our system performs multi-hop reasoning, self-verification, and cross-document analysis to extract structured insights from complex financial paperwork.

Burn Rate Calculator

Understand your cash flow trajectory with ML-powered burn rate analysis. Get monthly breakdowns, category percentages, and scenario modeling to make informed budget decisions.

Invoice Generator

Create professional invoices with PDF export, automatic calculations, and customer management. Every invoice is automatically indexed for AI queries.

Loan Information Center

Access current rates for SBA 7(a), SBA 504, business lines of credit, equipment financing, and commercial real estate loans with historical rate tracking.

Enterprise-Grade Security

How We Keep Your Data Secure

Our comprehensive security approach ensures your financial data is protected with bank-level encryption and enterprise-grade security protocols at every step

1

Bank-Level Encryption

All data is encrypted with 256-bit AES encryption at rest and in transit using TLS 1.3

256-bit AES encryption standard
TLS 1.3 for data in transit
Encrypted database storage
Secure key management
2

Zero-Knowledge Architecture

Your financial data is encrypted before it reaches our servers - we can't access your information

Client-side encryption
End-to-end encrypted communication
No plain-text data storage
You control your encryption keys
3

Multi-Layer Authentication

Enterprise-grade authentication with multiple verification methods to protect your account

Multi-factor authentication (MFA)
Biometric authentication support
Hardware security key support
Session monitoring & anomaly detection
4

Continuous Monitoring

24/7 security monitoring with real-time threat detection and automated response systems

Real-time threat detection
Automated security alerts
Regular security audits
SOC 2 Type II compliance

Security Documentation

Want to learn more about our security practices? Read our comprehensive security documentation and compliance certifications.

Technology Stack

Built on Enterprise-Grade Infrastructure

Powered by the world's most advanced AI and financial technology platforms

OpenAI - Advanced AI and natural language processing for financial insights

OpenAI

Groq - High-performance AI inference for real-time financial analysis

Groq

AWS Lambda - Serverless cloud computing for scalable AI processing

AWS Lambda

Plaid - Secure banking integration and real-time transaction data

Plaid

Supabase - Real-time database and authentication for financial data

Supabase

Plaid API

Secure banking connections

OpenAI & Groq

Advanced AI capabilities

AWS Lambda

Scalable AI hosting

Trusted & Secure

Enterprise-grade security with industry-leading certifications and trusted partnerships

Security Certifications

SOC 2 Type II

Enterprise-grade security certified

GDPR Compliant

European data protection standards

ISO 27001

International security management

256-bit Encryption

Bank-level data encryption

Powered By Industry Leaders

🏦

Plaid

Secure banking connections

☁️

AWS

Enterprise cloud infrastructure

🤖

OpenAI

Advanced AI technology

99.9% Uptime SLA
End-to-End Encrypted
SOC 2 Audited
How It Works

Get Started in 4 Simple Steps

From connection to insights in minutes. No complex setup, no technical expertise required.

01

Connect Your Accounts

Securely link your bank accounts through Plaid in under 2 minutes. We support 11,000+ financial institutions with bank-level encryption.

02

Ask Questions in Plain English

Type natural language queries like 'show my spending trends' or 'what's my burn rate?' Our AI assistant understands context and generates instant insights.

03

Get Protected 24/7

Our ML fraud detection runs continuously, analyzing every transaction for anomalies and alerting you to suspicious activity in real-time.

04

Make Informed Decisions

Access visual dashboards, automated reports, and AI-powered recommendations to optimize your financial strategy and drive growth.

Ready to transform your financial management?

Get Started Free→
FAQ

Frequently Asked Questions

Everything you need to know about BSideAssist, security, and features.

Still have questions? We're here to help.

Contact Support
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