3 Easy Steps to Get Started
Step 1: Connect Your Data
Integrate Corelytics with your existing accounting system (QuickBooks, Xero, or CSV upload) to automatically import your financial data.
- Choose your accounting system
- Follow our guided setup process
- Verify data accuracy
Step 2: Configure Your Dashboard
Customize your Corelytics dashboard to focus on the metrics most important to your business and industry.
- Select relevant KPIs
- Set up industry benchmarks
- Configure reporting schedules
Step 3: Start Analyzing
Begin using Corelytics to gain insights into your business performance and make data-driven decisions.
- Review your financial health
- Compare against industry benchmarks
- Identify growth opportunities
Resources
Documentation
- User Guide
- API Documentation
- Integration Guides
- Best Practices
Video Tutorials
- Getting Started Video
- Dashboard Overview
- Report Generation
- Advanced Features
Webinars
- Monthly Training Sessions
- Industry-Specific Workshops
- Q&A Sessions
- Feature Updates
Management Tips
Maximizing Your Corelytics Experience
- Regular Reviews - Schedule monthly reviews of your dashboard to track progress
- Benchmark Comparisons - Use industry benchmarks to identify areas for improvement
- Team Training - Ensure all team members understand how to use the platform
- Custom Reports - Create custom reports for different stakeholders
- Data Quality - Maintain clean, accurate data for best results
Frequently Asked Questions
How quickly can I get started with Corelytics?
Most businesses can be up and running within 24-48 hours. The initial setup includes data integration, dashboard configuration, and basic training.
What accounting systems do you support?
We integrate with QuickBooks, Xero, and support CSV file uploads for other accounting systems. We also offer API access for custom integrations.
Is training included with my subscription?
Yes, we provide comprehensive training including video tutorials, documentation, webinars, and one-on-one support sessions.
How often is my data updated?
Data is typically updated in real-time or within 24 hours, depending on your accounting system and integration method.
Can I customize the dashboard for my specific needs?
Absolutely! Corelytics offers extensive customization options including custom KPIs, industry-specific benchmarks, and personalized reporting.
What kind of support do you provide?
We offer email support, phone support, live chat, video tutorials, documentation, and regular webinars to help you succeed.
Contact Support
Need additional help? Our support team is here to assist you:
- Email: support@Corelytics.com
- Phone: Available during business hours
- Live Chat: Available on our website
- Response Time: Typically within 24 hours