Corelytics

Welcome to award-winning Corelytics
Measure your Clients' Business Performance

Predictive, peer-aware business analysis with AI insights & zero data entry

Most SMB businesses run on backward-looking reports and spreadsheets. You spend hours organizing and validating the data and hours more preparing analysis for clients. You need accurate data, deep analysis and forward visibility to drive efficiencies and increase your value for your client engagements.

Easy Connectivity

Connect in minutes, not months. Corelytics plugs right into any API based accounting or ERP solution. QuickBooks, NetSuite, Dynamics, Infor and other leading accounting systems to securely sync your data—no CSV juggling or IT lift. Financial data flows into clean dashboards with KPIs and AI driven analysis of COA and Operations data automatically.

QuickBooks
NetSuite
Dynamics 365
Sage
Management Dashboard Revenue $2.4M ↑ 12.5% Profit Margin 23.8% ↑ 3.2% Cash Flow $340K ↑ 8.1% Expenses $1.8M ↓ 2.3% Quarterly Revenue $520K Q1 $680K Q2 $820K Q3 $950K Q4 Expense Split Operations 40% Salaries 30% Marketing 20%

Informative Management Reports

Corelytics is a powerful tool to swiftly analyze any business. The Corelytics dashboard normalizes data and uses predictive analytics to consolidate and compare company performance to industry benchmarks. In just a few minutes, you can view a detailed assessment of a company's financial health with insightful reports and insights. Monitor a single line of business or on a consolidated basis.

Benchmark with Industry Data

The Corelytics Dashboard anonymously aggregates industry data providing benchmarks to compare a company against industry peers and gain intelligence on the metrics most important to a business. Benchmarks provide valuable information about the performance and market behavior in a particular industry.

Performance vs. Peer Group Revenue Growth - Last 12 Months 100% 80% 60% 40% 20% Jan Mar May Jul Sep Nov Dec Your Company Peer Group Avg Industry
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Measure

Immediately turn COA data and operational data into clarity. Corelytics standardizes data into KPIs, trend reports and MD&A reports with informative industry benchmarks. Quickly see revenue, margins, expense analysis, cash position, and more. Informative reports at your fingertips—so your business can see exactly where money comes from and where it goes, without spreadsheets or manual math.

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Analyze

Utilizing Agentic AI Corelytics provides you will deep analysis of the data driving change in your clients’ business. Dig deeper by generating repeatable questions on your clients’ key metrics.

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Monitor

Stay on top of the numbers with a dashboard that highlights trends and goal progress. Early-warning indicators flag variances (good or bad) so you can course-correct during the month—not after it's over.

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Share

Put everyone on the same page in minutes. Create clean, board-ready reports your team, accountant, banker, or investors can read at a glance—so conversations shift from "what happened?" to "what do we do next?"