Bode Tree is a surprisingly full-featured service that is at once powerful and simple. I fully recommend it for any small business looking to get a better view of their finances.
May 20, 2013
Every Serious Business Owner Should Have Access to this Application
I read about this app online and decided to give it a try. Within minutes of my trial I was presented with stunning details of my business valuation! I love this! I have at times given thought to selling my business at some point. This application gives me direction and insight for the big picture - Valuation of my Business. It is a great tool to know the top line view and how managing different aspects leads to higher (or lower) valuations. I'm looking forward to reviewing these details on a regular basis.
February 7, 2013
Great SMB tool
I've been looking for a tool to help visualize out KPI's and get a better understanding of our companies financial health. When I came across BodeTree I found that and more. The service creates an amazing little report which I found perfectly met the needs of our SBA lender - BONUS! The only thing I wish I could find is an industry option which better reflects our business so I could be sure the assumptions being made for the "value" of my company were accurate.
January 25, 2013
Bode Tree is appropriate for many QB users because it is easy to implement, hits all the basics of dashboard, provides an easily understood visual perspective of the business and if fully implemented forces the owner to address the ideas underlying the business.
Then of course there is Bode Tree University which adds even more value.
Great product, great execution and great follow through.
January 25, 2013
Great App that's getting better
The only reason I did not give this app 5 stars on features is that it's constantly improving and it's getting even better! It's an extremely insightful app, just make sure you take the time to set it up properly. The staff is responsive when you ask questions for support as well.
January 25, 2013
More Intimacy At Home w/ BodeTree
No, WAIT, I'm serious.
..and if you own a business with your spouse you can probably relate.
My most lovely bride of 10 years and I own an interactive marketing company with a mix of her writing and publishing background, and my technical experience. (wait... he left out the person with the financial background)
With my IT background I can install, uninstall, re-install, debug, re-index, restore, upload, download, import, and export just about anything possible with QuickBooks.
With her Masters of Journalism from NYU, and her memorized collection of mind numbing SAT words, Leslie writes the most engaging transaction descriptions our CPA has ever read during tax season. Oh, and the memo fields are to die for. When you read them, you will truly feel her rage, as though you were there the very moment she paid the utility bill.
Yet this amazing team with a staff of eight, has planned on having a weekly financial meeting for the past five years. After successfully coordinating calendars twice, we sat there and argued whether the reports were telling us to increase revenue or decrease expenses. There were far too many statements to each other that started with..."I thought YOU were supposed to ____".
Well this week, being the tech-genius that I am, knew that I could at least upgrade us to QB Pro 2013 to show my participation in our finances. Immediately after getting the software installed and all of the company files converted and backed up, a flash of electrifying A.D.D. kicked in when I saw something shiny. Well not that shiny, but very graphical and engaging.
It was BodeTree. Yes my short attention span was used "for good" again. All I had to do was say yes to a Free Trial, not even a credit card was needed to start, then a click to authorize QB to sync my numbers to BodeTree. After a fun set of questions about our history and financial goals, the dials came to life. However this time it wasn't sample data. It was OURS. It was like a sonogram image looking into the tummy of our business. It was my first time to SEE the "heart beat" of the thousands of hours of work we have put in to our business. And, yes, it was still alive. This was LIVE data. Although a couple of caution signs, and one area of red, our baby was mostly green. (Not that we have a green baby, or that if our baby was green there would be anything wrong with that)
(Cue the 70's electric bass)
So here it where it gets sexy.... The developers at BodeTree were smart enough to not use flash for their graphical animation of the online dashboard, which meant it worked perfectly on my iPad. While at lunch with the most beautiful woman on the planet, I launched the dashboard on my iPad and showed Leslie the heartbeat, in full color, of our financial sonogram. When she started to grasp that this was real, that it was live, and that this was "US", she literally teared up.
This was just the beginning though. BodeTree allowed our financial discussions that evening to literally be "on the same page". There was a change in the word choices we were using this time. We were no longer asking each other what the other thought. Instead, we started learning what the system said.
Keep in mind that financial discussions at home during the evening were a mine field to walk through before. Since we didn't really know what in the world we were talking about, it was far too easy for one of us to spout off something accusatory or hurtful to the other. BodeTree gave us a system to focus on rather than each other.
Really being able to see what we have worked for over the last five years made both of us very proud and grateful for where we were. Reminding us what we had accomplished as a team. This led to that, and, well you know.....
After starting to watch the videos and tutorials in the online university, BodeTree is simply our "business GPS". It calculates, triangulates and summarizes, our financial location LIVE in real time.
We have started to transition from working "in our business" to working "on our business". BodeTree not only helped us understand our financial health, it gave us a new way of thinking about our business. And THAT my friends is indeed very sexy..
January 25, 2013
Great customer service
I wrote to Bode Tree at 11:35 pm and received a response from one of the founders within 5 minutes after submitting my question.
Now, that is going above and beyond!
November 17, 2012
Terrific finance tool for the business owner
While I am still early in my usage, this finance tool serves the small business owner, using QuickBooks, who wants on-going financial performance information about their business in an easy to understand, dashboard like format.
November 16, 2012