Who we Serve
Corelytics helps professional advisors and financial partners deliver faster insights, standardized reporting, and proactive guidance without manual spreadsheets. Use it to surface risks early, improve client outcomes, and scale high-value advisory work across your portfolio.
Fractional CFOs
Corelytics turns client financials into standardized KPIs and insights so you can deliver board-ready analysis faster and focus on strategy instead of spreadsheets.
Business Consultants
Use Corelytics to diagnose operational and financial drivers, compare peers, and build clear action plans backed by data across every engagement.
EOS Implementers
Corelytics provides a single source of truth for scorecards and accountability, helping leadership teams track progress and spot issues early.
Business Brokers
Quickly assess performance, normalize charts of accounts, and present clean, credible metrics that accelerate valuations and deal readiness.
CPAs with Advisory Practices
Automate reporting and benchmarking so you can expand advisory services, deliver ongoing insights, and deepen client relationships.
Community Banks
Monitor borrower performance with standardized KPIs and early-warning signals that support smarter credit decisions and proactive outreach.