For Consultants & Advisors
Give your clients Fortune 500 visibility. Without building the infrastructure yourself.
You're a Business Consultant, Fractional CFO, M&A Advisor, or Turnaround Consultant. You work with business owners and need financial visibility to do your job well. Corelytics is the tool that puts you at the head of the table.
Deploy to your first client in hours — not weeks. The financial infrastructure is already built.
Deploy in minutes
Connect your client's accounting system and have live financial visibility same day. No implementation project.
Manage multiple clients
One console, all your clients. Configurable views, benchmarks, and reporting for each engagement.
Walk in with data
Show up to client meetings with real-time financial visibility, projections, and benchmarks you didn't have to build.
Instant in-depth analysis
No need to spend hours looking for issues. Corelytics surfaces both critical anomalies and opportunities for your client.
Connects to
You're doing analyst work when you should be doing advisory work.
You're pulling data from trial balances and numerous opertational accounts into spreadsheets before your client meeting. By the time you present the numbers, they're already weeks old.
You're spending hours on data extraction that should take minutes. That's not advisory work — it's analyst work you're doing for free, every engagement.
If you manage multiple clients, multiply all of this. Different accounting systems, different chart of accounts structures, different fiscal years.
You look like every other consultant walking in with a spreadsheet you built last night. Your insight is real. The packaging isn't reflecting it.
Your Problem
You're rebuilding the same financial infrastructure from scratch for every client engagement.
Corelytics Solution
- →A ready-made financial command center for each client — standardized dashboards, automated data ingestion, industry benchmarking.
- →Deploy in a day, not a quarter. Scale from 3 clients to 10 without scaling your back office.
- →Show up to every engagement already knowing the numbers — not learning them on the client's dime.
The Workflow
What it looks like when the infrastructure is already built — and your client's financials update daily.
Walk in prepared
Your client's financial data updates overnight — every night. Income statements, cash flow, AR/AP aging, operating metrics — normalized and ready before your Monday morning meeting. No weekend spreadsheet builds. No stale numbers.
Spot problems early
Corelytics monitors for anomalies, trend shifts, and emerging risks across your client's financials automatically. You're the one who surfaces the issue — not the one scrambling to find it after the fact.
Answer anything
AskCorelytics lets you query your client's actual data in plain language. “What's driving the margin compression?” “How does their inventory turn compare to industry?” Answers in seconds, grounded in real numbers — not gut feel.
Advise with confidence
Sector-specific playbooks across 19 industries give you a framework your clients haven't seen before. You're not just presenting data — you're walking in with a point of view and a concrete action plan.
The Partnership
How it works for you and your clients.
Your client pays the license
Corelytics is priced as standard business infrastructure — not a major investment. You don't carry inventory or take financial risk.
You get the platform
A multi-client console where you manage all your engagements from one place. Each client gets their own isolated environment with dashboards, AI analysis, and reporting.
We handle the technology
Accounting system integration, data normalization, platform updates, and technical support. You focus on advisory, not IT.
You sit at the head of the table
You're the one presenting insights to your clients. Corelytics is the engine; you're the advisor. Your client relationship stays yours.
We'll walk through the full partnership structure and economics on our intro call — including how to get your first client live same day.
Track Record
Proven technology. Real results.
Grand Prize — Intuit Apps Showcase
Selected from 160+ competing applications for financial dashboard innovation tied to QuickBooks data. Direct promotional support from Intuit.
A decade of institutional-grade development
Built to manage complex multi-entity financial consolidation. The same analytical framework now serves mid-market businesses.
5-Star Rating on G2
Reviewed as "Great financial coaching software" with praise for seamless QuickBooks integration and clear financial visualization.
Ready to bring this to your clients?
Schedule a 30-minute walkthrough. We'll show you exactly how Corelytics fits your practice — and how to get a client live same day.