10 Lead Magnet Ideas for Fintech startup

A plug-and-play monthly cash flow forecast tool designed for SMBs and bootstrapped startups. Users enter revenue, fixed and variable expenses, and seasonality; the tool outputs a month-by-month forecast, runway estimate, and cash-gap alerts to guide decision-making.

AI-assisted accounts receivable optimizer that analyzes past invoices, payment terms, and customer segments to suggest optimized terms, automated reminders, and discount strategies. The wrapper delivers a prioritized action plan and estimated impact on cash flow to boost on-time payments.

A quick 5-question interactive tool that matches SMBs with the best financing options (term loan, line of credit, invoice financing) based on revenue, seasonality, and credit profile. It delivers a personalized funding plan with next steps and a downloadable quote-ready summary.

A 15-page guide with practical pricing strategies, discounting rules, and revenue optimization templates tailored for fintech-enabled SMBs. Includes ready-to-customize terms to help founders improve margins and accelerate growth.

A curated directory of popular accounting, payments, and banking integrations with setup tips and AP/AR workflows. It helps SMBs quickly connect their stack and reduce manual work.

A content pack with checklists, deduction trackers, and year-end planning templates to maximize SMB tax savings. Includes a simple calculator to estimate potential savings and a path to automate filings.

An AI-powered wrapper that ingests receipts, bank alerts, and expense data to auto-categorize transactions and flag anomalies. Provides an export-ready ledger and suggests optimizations for tax and cash flow.

A directory of banking partners, payment processors, and merchant services with qualification criteria and typical pricing. Helps small teams compare options quickly and choose the best-fit providers.

A tool that analyzes current invoicing terms, late-payment risk, and discount strategies to propose optimized terms and automation triggers. Includes an implementation plan and expected impact on cash conversion cycle.

An AI-powered wrapper that scans business expenses to identify eligible deductions, credits, and optimizations for startups and SMBs. Delivers a prioritized list of actions and a year-round tax savings calendar.