MANAGING YOUR SMALL BUSINESS FINANCES IS

EASIER THAN YOU THOUGHT

One simple tool gives you real-time access to all of your financial accounts in one place
Monitor cash flow, uncover trends, and plan for the future in under five minutes

 

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Track your small business finances, prepare for tomorrow like you know you should

So, you’re not a financial expert? No problem. With BodeTree’s suite of financial tracking and analytic tools, you can manage your business like a seasoned executive and prepare for the next phase of your company – whatever that might be.

 

Bryan Bartow | Clarus Agency

“BodeTree is an invaluable tool for me and my partners. At any time, we can get an accurate and timely view of our financial health without having to track down anyone from our finance department.”

 

Put your small business on track for big growth

BodeTree aggregates all of your financial data in one place so that you can uncover trends in your business, set strategic goals, and monitor and track your progress in real-time.

 

Andy Ciordia Owner | The Secret Chocolatier

“With BodeTree, I can see what is going on in my business. If an indicator is lagging, I can get definitions on why it’s important and more importantly what I can do about it. That’s pretty exceptional. 

 

BodeTree is perfect for any type of small business

STARTUP

STARTUP

Financial management and analysis is easy to ignore in a fast-paced startup environment. You need a tool that automatically processes this information and presents you with a true picture of your finances, along with opportunities for improvement and growth.

GROWING

GROWING

You’ve survived the business startup phase and it’s time to think bigger and consider new profit-driving options related to things like facilities, staff, product lines, and distribution. You need to track the right financial data in the right way. Quality data in, quality analysis out.

ESTABLISHED

ESTABLISHED

Would your finances support expansion, a strategic merger, maybe even a lucrative exit? You need an easy-to-manage and intuitive financial software solution like BodeTree to give you a firm grasp on mature business issues like valuation, funding options and future development options.

POWERFUL FINANCIAL INSIGHTS

Cash Tracker

Cash Tracker

Gain real-time insight into your business. View spending, profit and loss, months of cash and more at a glance. Transactions categorize automatically.

Financials

Financials

View your income statements, balance sheet, and cash flows. Watch growth trends and navigate key value drivers.

Forecasting

Forecasting

See your overall trend line for the next 5 years, or a more detailed monthly view. Adjust your business forecast and edit it at any time.

Valuation

Valuation

We utilize Discounted Cashflow and Market Multiples Approaches to give you insight into approximately how much your business is worth today.

Business Health

Business Health

Quickly identify strengths, warnings, and weaknesses within your business and view your overall business health score.

Peer Comparison

Peer Comparison

See how you compare to your industry in current ratio, inventory turnover, profit margin, and more. Review your common size income statement and balance sheet against your industry peers.

Funding

Funding

Our automated application process helps you secure the funding you need in just a few weeks – without going back and forth to the bank.

Solutions

Solutions

Access our library of educational resources to solve your biggest business challanges - from accounting and operations, to marketing and risk management.

Reports

Reports

Quickly generate professional and customized financial reports for printing or email it to your colleagues. Schedule weekly and monthly reports saving you and your team time and effort.

 

Pricing

 

BodeTree Free
FreeAlways
  • Cash Tracker
  • Forecasting, Valuation & Financials
  • Access to the Funding Center & Solution Center
BodeTree Premium
$49.95per month
  • Cash Tracker
  • Forecasting, Valuation & Financials
  • Access to the Funding Center & Solution Center
  • +
  • Goal Builder & Strategy Builder
  • Peer Comparison & Business Health
  • Automatic Reports

 

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TESTIMONIALS

 Joannie Mann

Partner / Cooper Mann Construction

“Most business owners focus on cashflow – receivables and payables – and give themselves little time to truly understand what it takes to make the business a success. BodeTree helps business owners understand where their business value currently is, and takes that extra step to help them understand how best to reach their business goals.”

Ryan Giles

CFO / AGJ Systems & Networks

“BodeTree shows me all of our financial reports and displays warnings, strengths, and weaknesses to highlight areas I should be watching. As a bonus, BodeTree allows my business partners to get a real-time view into the financials without giving them access to QuickBooks.”

 Sharon Hamilton

President / Sentinel Fence and Contracting

“BodeTree has given me a portfolio that shows me where my company has been, what it’s doing , and I can project from there. It is truly amazing to be able to know my business and talk to other professional in their same language.”

KNOW YOUR FINANCIAL PICTURE, KNOW THE POSSIBILITIES

 

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