For consultants and advisors
Give every client a live view of their business, from day one.
For fractional CFOs, consultants, M&A advisors and financial advisors who want to spend client time on advice.
Exhibit: Multi-client console
Six clients synced overnight: one needs attention, two are worth watching, and three are on track.
Your clients
6 connected
Select a client to see its top CompanyPulse items.
| Client | Industry | Revenue | Last sync | Status | Top CompanyPulse items |
|---|---|---|---|---|---|
| Northgate Distribution | Wholesale distribution | $40M to $60M | 6:12 AM | Needs attention | Receivables aging up 9 days this month; Top customer moved to net-60 terms |
| Ridgeview Mechanical | Specialty contractors | $25M to $40M | 6:09 AM | Watch | Job margin on two projects down 4 points; Retainage receivable up $210K |
| Fieldstone Foods | Food manufacturing | $100M to $200M | 6:15 AM | Watch | Inventory turns slowed to 5.1x; Freight cost per order up 11% |
| Brightline Engineering | Professional services | $15M to $25M | 6:04 AM | On track | Billable utilization steady at 78%; Backlog covers 4.5 months of revenue |
| Cobalt Medical Supply | Healthcare distribution | $60M to $100M | 5:58 AM | On track | Gross margin within its normal range; Covenant headroom comfortable at 2.1x |
| Harborview Logistics | Transportation | $10M to $15M | 6:01 AM | On track | Cash runway 16 weeks at current burn; Fuel cost per mile in line with last quarter |
The problem
You're doing analyst work when you should be doing advisory work.
Before every meeting, someone pulls trial balances and operating reports into spreadsheets, across different accounting systems, charts of accounts and fiscal years. By the time the numbers reach the client they are weeks old, and the hours went to analyst work you do for free on every engagement.
By role
Built for how you actually work.
The problem
You rebuild the same financial infrastructure for every new engagement.
With Corelytics
- A ready financial command center for each client: standardized views, automated data loads and industry benchmarks.
- Live in a day, and room to grow from 3 clients to 10 on the same back office.
- You arrive at every engagement already knowing the numbers.
The workflow
Your client's financials, updated daily, ready for every meeting.
- 1
Walk in prepared
Your client's statements, cash flow, AR and AP aging and operating metrics update overnight, normalized and ready before Monday's meeting.
- 2
Spot problems early
Corelytics watches for anomalies, trend shifts and emerging risks automatically, so you are the one who raises the issue first.
- 3
Answer anything
Use AskCorelytics to find what's driving margin compression or how inventory turns compare with the industry, with answers grounded in real numbers.
- 4
Advise with confidence
Sector playbooks across 19 industries give you a point of view and a concrete action plan for every client.
The partnership
How it works for you and your clients.
Your client pays the license
Corelytics is priced as standard business infrastructure. Your practice carries zero inventory and zero financial risk.
You get the platform
One console for every engagement, with an isolated environment, analysis and reporting for each client.
We handle the technology
Integrations, data normalization, platform updates and technical support are on us. You focus on advice.
You sit at the head of the table
You present the insights. Corelytics is the engine, and the client relationship stays yours.
We'll walk through the full partnership structure and economics on the walkthrough, including how to get your first client live the same day.
Track record
Proven technology. Real results.
15+
Years in production
Built to manage complex multi-entity consolidation; the same framework now serves companies from $10M to $200M.
1,000+
Companies powered
Owners, CFOs and the advisors who support them rely on Corelytics every day.
Grand Prize
Intuit Apps Showcase
Selected from 160+ competing applications for financial dashboard innovation tied to QuickBooks data. Direct promotional support from Intuit.
5-Star
Rated 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?
Book a 30-minute walkthrough and see how Corelytics fits your practice, including how to get a client live the same day.