Bring the whole business into perspective.
A private business advisory platform connecting owners, their information, and the experts around them.
Turn business records into a clearer picture.
MYBA connects an owner’s documents, financial context and advisory questions in one workspace. Its Executive Dashboard brings document readiness, verified personal financial figures and the next preparation steps into view. As records are uploaded and confirmed, the workspace becomes a more useful starting point for understanding the business.
Know what is there. See what is still needed.
The Document Vault organizes tax returns, financial statements, bank records, debt schedules and other supporting documents. Categories, status, review and version history make preparation visible. For a Personal Financial Statement, MYBA’s workflow extracts figures from the uploaded document for confirmation, then connects the verified information with the financial view.
Ask about the business. Keep the context.
MYBA Advisor gives the owner a conversation grounded in verified business documents. Suggested questions focus on missing records, capital readiness, the personal financial statement and preparation for a CPA or banker meeting. The document workspace and the conversation share context, so each question can build on information the owner has already organized.
Arrive at the next conversation prepared.
Readiness indicators, upcoming document tasks, a calendar and industry information keep the workspace connected to the work ahead. MYBA complements the owner’s existing bankers, accountants, attorneys and other advisers: a place to organize the evidence, understand the gaps and prepare the next discussion.
A closer look
Inside the platform.
Public product demonstrations alongside the signed-in MYBA interface, shown in an empty test workspace.
MYBA Advisor — your business, in the conversation
The actual Advisor workspace, with questions about document gaps, financial readiness and preparation for an advisory meeting. Answers draw on verified business documents. Shown before a conversation begins in an empty test workspace.
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Business health, in one view
The public dashboard demonstration connects business metrics, document readiness and advisory context.
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The documents behind the picture
A structured vault tracks required records, review, versions and readiness. This test workspace shows the starting state before documents are uploaded.
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Personal finances, connected to the workspace
The Personal Financial Statement view draws on confirmed figures from an uploaded statement. Additional document formats remain visibly marked Coming Soon in the source interface.
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