BodeTree for Small Business

Startup

Help your customers start out strong

Startup founders are faced with a never-ending to-do list, and tasks such as managing their finances tend to fall to the bottom of that list. With BodeTree, you can ease your client’s burden and put them on the path to success. We make it easy for them to:

  • Track and monitor cashflow in real-time.
  • Automatically produce professional financial statements and reports in minutes.
  • Secure the money they need to grow with an interactive funding center.

Growing

Financial information and tools to support your client’s next big step

Clients in high-growth mode have unique needs, and look to partners to help them navigate an ever-changing environment.  BodeTree helps these entrepreneurs by changing the way they interact with both their business and you, their trusted partner.  With BodeTree, they can:

  • See all of their accounts and transactions in one place.
  • Make sense of their accounting data.
  • Plan for the future and compare their performance to the competition.

Established

Valuation and benchmarking tools that help your clients explore their options

Established business owners may have built a thriving operation, but that doesn’t mean they don’t have challenges of their own. Planning for an exit, whether it’s a matter of selling the business or handing it down to the next generation, can be tricky. Fortunately, BodeTree can help them:

  • Instantly see how much their business is worth.
  • Take the necessary steps to maximize their value and plan for an exit.
  • Track performance and ensure that their strategy is on track.

Small Business Features

Cash Tracker

Cash Tracker

View spending, profit & loss, months of cash, and more. 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 detailed monthly view. Adjust your business forecast and edit it at any time.

Valuation

Valuation

Dicounted Cash Flow and Market Multiples approaches give you insight into approximately how much your business is worth.

Business Health

Business Health

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

Peer Comparison

Peer Comparison

Compare within your industry with current ratio, inventory turnover, profit margin, and more. Review your common size income statement and balance sheet against your industry peers.

Goals

Goals

Identify key drivers of value, set targets, and see how they impact your business.

Strategy

Strategy

Develop a strategy map based on the Balanced Scorecard methodology.

Reports

Reports

Quickly generate professional and customized financial reports for print or email. Schedule weekly & monthly reports to save time and effort.

Funding

Funding

Our automated application process helps you prepare and secure the funding you need in just a few weeks instead of months.

Education

Education

Stay on top of the latest business trends and access top-quality content tailored to SMB-specific needs.

Solutions

Solutions

Access our library of resources to solve your biggest business challenges–from accounting and operations, to marketing and risk management.

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