BodeTree for Accountants
BodeTree is an easy and affordable solution that helps accounting firms and their customers grow their businesses. Our system helps our partner firms deepen client relationships, drive increased sales, improve operational efficiency and lower costs.
What it is…
The accounting firm’s clients get the benefit of powerful, yet easy, business analytics and reporting, while firms streamline their reporting process, gain insight into the performance of their client’s business, and benefit from deeper client relationships.
The system requires no installation, no complex system integration, and can be fully customized and deployed in under 5 minutes.
Here's what you get…
- Clients can seamlessly sync their QuickBooks file and turn their updated information into financial intelligence that can be analyzed and used.
- Fully customizable client dashboard for your accountants, showing all of your client company’s key metrics in real-time.
- Automatically generated reports, securely emailed directly to your inbox for “no-hassle”, timely reporting.
- Automatically compare client’s performance to industry benchmarks to gain insights to tailor your offerings to a client’s needs.
How it works…
- Contact us for a quote.
- Customize the app by uploading your logo.
- Deploy to your clients!