BodeTree brings the tools & insights of the Fortune 500 to the Fortune 5 Million: Valuation, Access to Capital, Reporting and Education.
As featured in Entrepreneur, Inc, & the NY Times!
Numbers are boring. Your business isn't.
BodeTree is the easy, fun, and affordable way to track and understand what’s going on in your business. BodeTree syncs with QuickBooks and handles all of the number crunching, so you don’t have to. Not a numbers person? BodeTree makes sense of your financials and helps you tell their story.
Get Funded. Fast.
Let’s face it...for most small businesses, securing the capital you need to grow and thrive is a painful process - but not with BodeTree.
BodeTree uses your company’s data to connect you with the right funding in no time. It’s like having your very own CFO to walk you through the application process. Best of all, our funding providers are immediately connected with the information they need to make decisions in real time.
Quickly generate a professional overview report for your company.
Whether making a case to your banker, updating your management team, or meeting with investors, you’ll always be prepared with our professional, accurate, and intuitive reports.
Determine your company's worth.
What’s your business worth? Until recently, business owners had to rely on expensive consultants to find out – not any more. BodeTree automatically calculates your valuation in real-time. Use your valuation to gauge performance, sell your business, or plan for the future.
Experience our Interactive Goal Builder.
Unlock the full potential of your business with our world-class goal builder. BodeTree automatically analyzes the main drivers of your business to help you set the right goals. Adjust your goals in real time to compare them to the competition and see how they impact the value of your business.
Also be sure to check out BodeTree's powerful Forecast and Strategy Builders for unrivaled support in shaping your business' future.
Learn what you need.
Education is the foundation of success. Explore keywords and concepts as you encounter them with our unique learning system to understand how they impact your business and how you can react.
BodeTree automatically updates with fresh content from our sister site, BodeTree University. Now it’s easier than ever to keep up on the most important trends impacting your business.
Execllent at what it does.
Super easy to set up and use. Very useful to compare get a feeling of overall company health and trends. Easily worth the monthly fee.
October 3, 2013
Incredibly Helpful for a Startup
After reviewing several options for financial reporting and analysis, we started using BodeTree recently for our startup company. This will save us thousands per month over bringing in financial help in terms of an outsourced CFO option and less time for my bookkeeper. Additionally, it helps give my co-owner and I a clear place to go in terms of planning and strategy. Love that it auto-sends reports each month and is in such a simple dashboard format. Looking forward to using this to help us grow!
September 3, 2013
Excellent reporting utility
A must-have reporting tool for any business. This utility automates compilation of financial reports that would normally take hours if not days for the average business owner. There are not reports that the average person would create on their own but they provide exceptional value when reviewed properly. It allows you to analyze the business from a different perspective.
July 8, 2013
Financial Intelligence made easy and playful!
As a full time virtual CFO and outsource accounting practitioner I have worked with hundreds of companies that have little or no financial intelligence. Our services are designed to ensure that our clients begin to understand how financial success is measured. BodeTree made the process of financial intelligence fun and playful!
I am still discovering new ways to use BodeTree and I'm looking forward to making it part of our service offerings.
June 28, 2013
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
Support & FAQ
At BodeTree, we live and breathe small business. We believe your trust is earned every day, so we promise to be honest and transparent in everything we do. We stand by our products and want you to have the best experience possible. If you have any questions, comments, or concerns email us at email@example.com
Check out the most frequently asked questions below: Expand all
What type of company is BodeTree for?
BodeTree has been designed to work with all types of companies across all industries.
Does BodeTree modify my QuickBooks data?
No. We only read your QuickBooks data. BodeTree will not make any changes to your QuickBooks.
How long does it take to setup BodeTree?
Setup will take approximately 30 minutes, including the automatic sync of your data.
How does the free trial work?
You can use BodeTree free for 30 days. No credit card required! Following the trial period, you'll be asked to enter your credit card to continue using the full version of the site. Don't worry, if you choose not to sign up for the full version, you'll still have access to the free version. All of your answers and inputs will be saved.