21st Century Business
Your small business customers rely on you to be their trusted financial partner. With BodeTree Platform, you can now equip them with the financial tools they need to keep track of their numbers and successfully grow their business. In turn, your institution receives detailed insights into their financial health, wallet share, lending viability, and much more.
Small business owners are busy. That’s why you make finding the right small business services—quality insurance, access to capital, and much more—quick and easy. BodeTree Platform helps you further engage with your small business customers throughout the year by providing financial management support, educational content and ongoing insights into their business health.
As a CDFI, you work tirelessly to provide funding opportunities to help your small businesses grow. With BodeTree Platform, you can now provide sophisticated financial management services, and streamline the funding and technical assistance process, all while meeting regulatory requirements.
BodeTree Platform automates the bookkeeping process for your entire franchisee system, providing both franchisees and franchisors with a real-time view into the health of each unit. Our one-of-a-kind data analytics engine makes it easy to develop a culture of transparency and accountability throughout your entire system. By providing powerful, in-the-trenches support for your franchisees, you can spot potential issues before they get out of hand and spot previously hidden opportunities for expansion