Financial and operational intelligence

Tomorrow's problem is hiding in your numbers. Find it and fix it today.

Corelytics connects to your accounting and ERP systems, watches your financial and operational data every day, and tells you in plain language what changed, what needs attention, and what to do next.

Connects to the tools you already use

Microsoft Dynamics
Acumatica
Infor
Sage
QuickBooks
Xero
Microsoft Dynamics
Acumatica
Infor
Sage
QuickBooks
Xero

Exhibit: Cash under pressure

Revenue grows every month and cash stays above the operating minimum.

Lowest cash
$1.74MMonth 1
Revenue, 12 months
$25.4MUp 12% month 1 to 12
Cash vs. base case at month 12
$0Base case $3.36M

Month

Monthly ending cash, base case and with the selected scenarios
MonthBase caseScenario
Month 1$1.74M$1.74M
Month 2$1.88M$1.88M
Month 3$2.02M$2.02M
Month 4$2.16M$2.16M
Month 5$2.31M$2.31M
Month 6$2.45M$2.45M
Month 7$2.60M$2.60M
Month 8$2.75M$2.75M
Month 9$2.90M$2.90M
Month 10$3.05M$3.05M
Month 11$3.21M$3.21M
Month 12$3.36M$3.36M
Illustrative data. Sample company.

How it works

Your systems in. Answers out. Every day.

Your systems (accounting and ERP, receivables and payables, inventory, customers and sales, payroll) feed Corelytics, which connects, normalizes, benchmarks and monitors the data. Out come the CompanyPulse daily briefing, AskCorelytics, scenario modeling, risk alerts and industry benchmarks.

Your systems

  • Accounting and ERP
  • Receivables and payables
  • Inventory
  • Customers and sales
  • Payroll

Corelytics

  1. 01Connect
  2. 02Normalize
  3. 03Benchmark
  4. 04Monitor

What you get

Corelytics pulls your data in daily, cleans and standardizes it, compares it against 673 industry groups, and checks it for problems automatically. Setup takes hours, and answers start the same day.

What CompanyPulse watches

The full picture, every morning.

Exhibit: This morning's CompanyPulse

1 of 5 metrics needs attention this morning: receivables aging.

  • Receivables aging

    58 days

    Up from 32 days. Needs attention.

  • Gross margin

    31.4%

    Within your normal range.

  • Customer concentration

    Top 5 = 60%

    Above peer median. Worth watching.

  • Inventory turns

    6.2x

    In line with last year.

  • Covenant headroom

    1.8x

    Comfortable.

  • Receivables aging: 58 days. Up from 32 days. Needs attention.
  • Gross margin: 31.4%. Within your normal range.
  • Customer concentration: Top 5 = 60%. Above peer median. Worth watching.
  • Inventory turns: 6.2x. In line with last year.
  • Covenant headroom: 1.8x. Comfortable.
Illustrative data. Sample company.
See the platform

Who it's for

Built for the people running the numbers.

Owners and CEOs

See what's happening in the business today and make the call with real numbers.

See the platform

CFOs and controllers

Spend the month on analysis, with reporting, monitoring and benchmarks handled for you.

See the platform

Consultants and advisors

Run every client from one console and walk into each meeting already knowing the numbers.

See the partner program
  • 15+

    Years in production

  • 1,000+

    Companies powered

  • 673

    Industry benchmarks

  • Grand Prize

    Intuit Apps Showcase, selected from 160+ applications

Advisors

When a decision is too big to make alone, senior operators are available as an optional add-on.

Meet the advisors

Security

Your data stays yours.

  • Complete data isolation between companies
  • Encryption in transit (TLS) and at rest
  • Multi-factor authentication
  • Every access recorded in your audit log
  • Support access only with your explicit approval
How we protect your data

See your business the way it deserves to be seen.

Book a 30-minute walkthrough and see Corelytics on your own books.