Tomorrow's problem?
It's hiding in your numbers.
Find and fix it today.
Corelytics connects to your accounting and ERP systems, surfaces the issues hiding in your data, and gives you the analysis to act — in plain language, every day. When you need experienced judgment, senior advisors are available.
Built by operators who've spent their careers inside financial systems for complex businesses. We've seen what breaks — and built the tool we wished existed.
Connects to the tools you already use
How It Works
Connection → Clarity → Action
In minutes.
You spent thousands on an ERP system or accounting platform and you're still exporting CSVs and building spreadsheets on the weekend to figure out what's going on. Monday morning, you walk in and brief your team based on what you cobbled together. Your financial infrastructure is not giving you the information you need to manage your business. That's the problem we solve.
Connect your books
Link your accounting system — QuickBooks, NetSuite, Infor, Acumatica, Dynamics, Xero, and others. We pull your data securely in minutes, not months. No data entry. No spreadsheets.
See what actually matters
Your financial and operational data is normalized, benchmarked against 673 industry groups, and analyzed for problems automatically. Every morning, your CompanyPulse shows you what changed, what needs attention, and what's fine. If nothing's wrong, you move on with your day.
Ask anything, anytime
Use AskCorelytics to query your own data in plain English. Get answers in seconds — projections, risk flags, plain-language summaries. If you ever want a senior advisor to weigh in, they're available on demand.
Set Up in Hours, Not Months
Corelytics was designed to connect to your accounting system and start delivering answers the same day — no implementation project required.
See How Easy It IsAskCorelytics
Financial statements tell you what already happened. AskCorelytics what to do next.
Ask about cash flow, a hiring decision, a client going slow-pay, inventory turns, or AP aging. Corelytics connects the dots between what your numbers are saying and what action to take — in plain English, in seconds, any time of day.
“Why is cash tight when revenue has been growing?”
Your accounts receivable have aged from 32 to 58 days over the past two quarters. Two clients — representing 34% of revenue — appear to have shifted to net-60 payment terms. At current collection rates, this is reducing your monthly available cash by approximately $47K.
Capabilities
The full picture, every morning
Real visibility into your business — financial and operational — without a full-time CFO or a weekend of spreadsheets.
Live Data — Updated Daily
Your accounting system and ERP, connected. Revenue, cash flow, margins, AR/AP, inventory turns, customer concentration, product-level profitability — pulled in every day, visible in one place. You see the drivers behind the outcomes, not just the outcomes. No exports, no spreadsheets, no stitching two systems together on a weekend.
CompanyPulse
One screen, every morning. What changed overnight, what crossed a threshold, what needs your attention today. If everything's on track, you know that too and you move on with your day. The daily executive briefing you never had the staff to produce — generated automatically from your live data.
Scenario Modeling
You want to hire three people. Or raise prices 8%. Or a key client is trending toward slow-pay. Model it against your actual numbers — cash impact, runway, margin — before you commit to anything. The answer takes seconds, not a week waiting on your accountant and a spreadsheet you half-understand.
Automated Risk Detection
Anomaly detection, threshold alerts, and covenant tracking run continuously against your live data. When receivables age, when payment patterns shift, when margins compress — you know before your bank does. Problems surface to you instead of hiding in a spreadsheet until they're expensive.
Industry Benchmarking
Your margins, liquidity ratios, and operational metrics compared against real data across 673 NAICS industry groups. Not vague national averages you Googled. You see exactly where you're above, below, or at par — and which gaps are actually worth closing versus which ones don't matter for your sector.
What Makes Us Different
The AI gives you clarity. The advisors give you confidence — when you want them.
Corelytics doesn't just show you the number — it tells you what's driving it, models what happens next, and drafts the communication you need. For the judgment calls that feel too big to make alone, experienced advisors are available — real people who've been in the chair.
Senior advisory services are available as an add-on for teams that want experienced operators in the conversation. You decide if and when to bring them in.
“Why is cash tight when revenue has been growing?”
Your accounts receivable have aged from 32 to 58 days over the past two quarters. Two clients — representing 34% of revenue — appear to have shifted to net-60 payment terms. At current collection rates, this is reducing your monthly available cash by approximately $47K.
“This is a collections conversation, not a financial problem. I've seen businesses lose clients by having it the wrong way. Before you pick up the phone, let's talk through how to approach these two accounts — what you can offer on terms, and how to frame it so the relationship comes out stronger.”
Before & After
What changes when you can spot critical issues before they cause problems
Daily Financial Visibility
Your financial and operational data is changing daily. You spend weekends dumping data from your ERP into Excel, trying to piece together what's actually going on. Monday morning, you walk into the office and brief your team on what you found. A CEO running spreadsheets for a $20M business. That's your current financial infrastructure.
Your CompanyPulse updates every day as your books update. Revenue, AR, AP, Inventory, margins, risks — visible before your first coffee. You make decisions from the full picture, not a month-old snapshot and a weekend of Excel.
Industry Benchmarking
You wonder how your margins compare to competitors. You Google industry averages. They're vague, probably outdated, and you're not sure if you're comparing apples to apples.
Benchmarks for your specific NAICS industry group. See exactly where you're above, below, or at par — and your team can easily see which gaps matter and which don't.
Customer Concentration Risk
You don't realize that 60% of your revenue comes from five clients — until one of them starts paying slower. By then it's too late to diversify, and you're scrambling to replace the revenue.
Customer concentration, payment trends, and order volume shifts are always visible. You spot the risk early, diversify deliberately, and never get blindsided by a single client departure.
Operational Efficiency
You know something's off with margins but you can't pinpoint why. Pricing decisions, inventory allocation, product-line profitability — it's all gut feel and fragmented data across your ERP and accounting system. Two systems, neither one giving you the answer.
Margin by product, by customer, by segment — pulled from your financial and operational data automatically. Spot the lines dragging you down, double down on what's working, and model changes against real numbers before committing.
Hiring Decisions
You want to hire but you're not sure you can afford it. You ask your accountant, wait a week, get a spreadsheet you half-understand, and either make a gut call or stall until the candidate takes another offer.
You ask 'Can I afford three new hires at $120K each?' and get an answer in seconds — modeled against your actual revenue trajectory, burn rate, and payroll runway. You make the call today with confidence.
Advisory Team
Experienced operators, not just analysts
When you want experienced judgment alongside the data, senior advisors are available — operators who've built, scaled, and sold businesses. Advisory services are an optional add-on for teams that want experienced operators in the conversation.
Entrepreneur in Residence at UConn. Has founded, scaled, and advised growth-stage companies across manufacturing and technology.
Springfield College, MIT Sloan School of Management
CEO of Corelytics and architect of its strategic vision. Steve has led businesses across enterprise services, customer growth, and operational transformation — most recently at AT&T, Cordium US, and PivotData. He builds companies that scale on data, not gut feel.
University of Tennessee — Architecture, MBA
Former Virginia Secretary of Technology. Helps leaders translate digital strategy into measurable financial and operational outcomes.
Christopher Newport University, William & Mary MBA
Started in venture capital, became an operator at Priceline, and now advises growth-stage companies on go-to-market execution.
Williams College, Harvard Business School
Multi-time CEO who has built and scaled technology and healthcare companies including InfiNet, AutoNet, and Physicians Online. David has sat in the CEO chair through multiple market cycles — and knows exactly what the numbers mean when the pressure is on.
Williams College, UVA Darden School of Business
See your business the way it deserves to be seen.
Schedule a 30-minute walkthrough. We’ll connect to your books and show you exactly what Corelytics sees — live, in your data.