SaasIQ is a permissioned banking dashboard and OpenAPI that gives marketing and compliance teams at community banks real time visibility into their small business customer’s various fintech relationships and products and delivers Next Best Guidance that keeps SMB's engaged at their bank. SaasIQ does this by providing community banks access to their small business customer's accounting data in real-time, both at a summary and transaction level, and also provides guidance on what next step to take with their small business customer. Community banks can finally stay competitive with modern fintechs while small business users get a better experience with their community bank....
SaasIQ is a permissioned banking dashboard and OpenAPI that gives marketing and compliance teams at community banks real time visibility into their small business customer’s various fintech relationships and products and delivers Next Best Guidance that keeps SMB's engaged at their bank. SaasIQ does this by providing community banks access to their small business customer's accounting data in real-time, both at a summary and transaction level, and also provides guidance on what next step to take with their small business customer. Community banks can finally stay competitive with modern fintechs while small business users get a better experience with their community bank.
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Employees

Michael Ly
Admin
Michael Ly CEO Accounting & fintech entrepreneur with 20+ years of accounting software and small business accounting experience.

Recommendations

George Northup

George Northup Advisor at kelaHealth

SaasIQ is an amazing and powerful tool for community banks. It brings next gen thinking to enabling banks to understand their customers and markets. Michael Ly and Ali Sarafzadeh are first rate entrepreneurs with a track record of bringing great products and platforms to market. SaasIQ is going to be a blockbuster in the near future. Don't wait, jump on this bandwagon immediately.

Shoresh Shafei

Shoresh Shafei

Instead of going through many financial data points, documents, reports, and metrics many of which irrelevant, imagine using one score to assess the financial health of a business. Just like credit scores that determine the creditworthiness of individuals, SaasIQ is a metric built by AI that ingests the recurring revenue data and generates a score that can be used as a source of truth for the credit worthiness and financial well-being of organizations, simply enabling institutions such as banks, lenders and VCs, among many other, to have a comprehensive view of their customer’s financial well-being.

Michael, a finch entrepreneur and a thought-leader in accounting and Ali, a serial entrepreneur with deep expertise in building products and teams bring a wealth of domain knowledge in accounting and broad experience in entrepreneurship. Their prior experience in building products and developing teams make them a perfect founding team for SaaSIQ.