9Spokes

Paid#52 of 88 in Business Intelligence ToolsBank Connectivity Software

9Spokes: A specialized platform for embedded SMB financial dashboards and portfolio intelligence. Ranked #52 of 88 in Business Intelligence Tools by our editors (4.1/10); pricing: Pricing on request; best for embedded SMB financial dashboards.

4.1/10★★☆☆☆Editor score

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At a glance

• Editor score
  4.1 / 10
• Pricing
  Pricing on request
• Best for
  Embedded SMB financial dashboards
• Deployment
  Cloud
• Facts checked
  20 Sep 2026

• Where it wins

  • Aggregates consented financial data through direct API connections
  • Embeds white-label dashboards for SMB customers
  • Combines cashflow tracking, portfolio intelligence and automated insights

• Where it doesn't

  • Pricing requires contact with sales
  • Focuses on financial intelligence rather than broad BI functionality
  • Platform access is limited to web and API

Our verdict on 9Spokes

9Spokes is a cloud-based financial-data aggregation and business intelligence platform for banks, fintechs, financial institutions and merchant aggregators. It brings consented data from banking, accounting, merchant, credit-card and business applications into white-label dashboards for SMB customers. Institutional teams can also use portfolio intelligence, transaction reporting and business-performance monitoring. Its strongest fit is an organization that wants to provide financial visibility under its own brand rather than adopt a general-purpose BI tool.

The platform’s embedded analytics model is central to its value. Multi-bank account aggregation provides real-time views, while cashflow tracking can compare performance with budgets and forecasts. Business-app integrations span banking providers, accounting applications, merchant and payment providers, credit-card providers, e-commerce applications, marketing and social-media applications, and payroll and HR applications. Transaction and settlement reporting extends the product beyond account monitoring, giving financial institutions a broader view of the businesses they serve. These capabilities make 9Spokes particularly relevant for embedded finance, lending, payments and portfolio-monitoring use cases.

Pricing follows a contact-sales model, with invoiced or subscription fees described in the vendor’s terms and prospects directed to request a demo. That approach suits institutions evaluating a tailored deployment, but it gives buyers less immediate plan-level cost visibility than self-serve BI products. 9Spokes should be considered by teams that need consented financial-data aggregation, white-label SMB dashboards, real-time banking views and automated insights through Pulse. Organizations seeking broad visualization, general analytics workflows or a clearly published tier structure may prefer a wider-scope alternative.

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9Spokes pricing

9Spokes fact sheet

9Spokes integrations

9Spokes lists 800+ integrations on its own site — the 7 named here are the ones its pages call out.

• Banking providers
• Accounting applications
• Merchant and payment providers
• Credit-card providers
• E-commerce applications
• Marketing and social-media applications
• Payroll and HR applications

Alternatives to 9Spokes

• MPMicrosoft Power BIA broad BI platform for Microsoft-centric teams that need modeling, security, sharing, and embedding.9.4
• TableauA broad BI platform for teams that need deep visualization and governed analytics.9.3
• Zoho AnalyticsA flexible, affordable BI platform with broad connectors and practical AI features.9.2

See all 9Spokes alternatives →

Featured on iTechGuides

9Spokes is listed in our Business Intelligence Tools directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update