BodeTree offers easy-to-use financial insights specifically for small business owners. With additional access to our network of partners and educational resources, BodeTree helps you achieve your business goals. Start walking down the BodeTree Path!
Interactive Forecast Builder
Start your journey down the BodeTree path by creating a forecast and setting goals for your future business. BodeTree’s forecast builder helps you project your revenues and expenses across the main drivers of your business in 8 simple steps. Quickly and easily make adjustments to maximize your cash flows and overall business value.
Do you know what your business is worth today? Compare where you’d like your business to go with what you’ve done so far. Use BodeTree’s Valuation tool to automatically view your business’s valuation and track its growth over time. Dive deeper by looking at financial metrics and comparing your performance to industry peers - without having to rely on an expensive consultant to do the calculation’s for you.
Business Health Score
Create a roadmap of your next steps with the strategy builder, then track your progress with BodeTree’s Business Health tool. It takes into account each and every aspect of your business. Review your strengths, warnings, and weaknesses at a glance with red-light, green-light indicators - so you can better understand what sets you apart from the competition, address potential problem areas and plan for your future.
Apply for Funding
For us, it’s about more than information - it’s about action. Use BodeTree’s Funding Center to apply for the funding you need to grow directly within the app. We walk you through the whole process - it’s like having your very own CFO to help! Plus, the Funding Center immediately connects providers with the information they need to make decisions in real time so you get an answer in days, not weeks!
Connect with Solutions
Need help with your payroll? Managing your receivables? Growing your sales? Use BodeTree’s Solution Center to connect with the experts that can help take your business to the next level. Plus, access our library of educational resources to help you better prepare for the challenges ahead.
Save time with BodeTree’s pre-formatted professional reports! Whether making a case to your banker, updating your management team or meeting with your investors, you’ll always be prepared with our beautifully-designed intuitive reports. Set reports to generate and send automatically on a schedule or create new reports in just a few clicks.
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
- 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?
- Every new sign-up receives a free trial of premium features for 30 days. No credit card required! Following the trial period, access BodeTree's basic membership at no cost to you, or upgrade to premium for $49.95 per month. Simply enter your credit card information to upgrade.