Automated Bookkeeping, Benchmarking, & Reporting


Running a business is hard. Franchisees have a million different issues competing for their attention, and bookkeeping is often low on the list of priorities.

This is problematic for franchisors as well as franchisees. Without clean, organized, and dependable financial information, franchisors can’t monitor the overall health of their franchise system or sleep easy knowing that they’re collecting all of the royalties they’re entitled to.

We created Insight to solve this problem and make financial management simple and accessible for franchisors and franchisees alike.

The financial management system for people who hate finance

Insight is the only fully-automated bookkeeping and financial analysis platform designed specifically for franchise systems.

With Insight, there’s no need to use complicated accounting software like QuickBooks. Franchisees simply connect their bank accounts and the system automatically creates clean, consistent, and dependable financial statements.

Franchisees can then use this information to see how much their business is worth, how they stack up against others in their franchise system, and forecast their growth.

All of this information is then made available to the franchisor, providing a real-time view into the complete financial performance of their franchise system.

What you get

Insight App

A branded, fully-automated bookkeeping and financial management platform for your franchisees

Comprehensive Oversight

Financial aggregation, analysis, and reporting for franchisors

Real-time Royalty Tracking

The BodeTree Difference

Insight is BodeTree’s flagship product, developed over a decade and vetted by some of the nation’s most trusted banks, insurers, and small business experts. Unlike other solutions in the market, Insight was designed to serve both franchisors and franchisees while eliminating the need for additional software or service providers.


Insight is available for a nominal setup fee plus a monthly access fee paid by the franchisee. Contact us or schedule a time to get a quote tailored to your needs.

Contact Us

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