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Use BodeTree to gain small business insight, set your goals, and connect with the strategies and solutions you need.

Features include: Valuation, Peer Comparison, Business Health Score, A/R Aging, Key Value Drivers, Goal Builder, Forecasting, Strategy Builder, plus many more. Check them out today!

Understand your business like never before.

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BodeTree’s powerful system helps make sense of your information so that you can understand where you’ve been, where you are today, and most importantly, where you’re going.

Whether you want to develop your strategy, understand your financials, or value your business, BodeTree is there to help you unlock powerful insights, quickly and easily.

Journey down the path to business enlightenment Learn more.


“BodeTree shows us how little tweaks here and there will make a big difference for us either positively or negatively. If you are not keeping score, it is difficult to know if you are winning!”

-Jason Cherveny, Sanity Solutions, Inc.

Get the funding you need.

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Let’s face it… for most small businesses, securing the capital you need to grow and thrive is a painful process - but not with BodeTree.

BodeTree uses your company’s data to connect you with the right funding in no time. It’s like having your very own CFO to walk you through the application process. Best of all, our funding providers are immediately connected with the information they need to make decisions in real time.

BodeTree helps you get the capital you need. Learn more.


"I've applied for several business loans in the past, and each time I put real miles on my car just trying to get from the accountant, to the office, to the bank . BodeTree's new loan application process is a game-changer."

-Joe Ritz - Owner, Sports and Collector Car Center

Learn what you need, when you need it.

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Education and support isn’t an afterthought, it’s at the center of everything we do. BodeTree gives you the information to help yourself, while still making sure that you're only a click away from our expert support team.

Take a deeper dive into the concepts that matter. Learn more.


“As a business owner who doesn’t have an MBA, I really appreciate all of the information that BodeTree has to offer. BodeTree University helps me understand all the different accounting terms that I hear thrown around. Now, I know what they mean too.”

-Billie Tarascio - Owner, Modern Law

But don’t take our word for it...

"…brings some zen into the complicated world of finance."

Entrepreneur Magazine

"…an entirely new ballgame."


"…the finance tool for people who hate finance."

New York Times

As Featured in:

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BodeTree works with Xero, as well as QuickBooks Online, Pro, Premier,
Accountant, and Enterprise Desktop 2009 and later.

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Create your FREE account today.