Managing Your Small Business Finances Is Easier Than You Thought


One simple tool gives you real-time access to all of your financial accounts in one place Monitor cash flow, uncover trends, and plan for the future in under five minutes

Cash Tracker

Gain real-time insight into your business. View spending, profit and loss, months of cash and more at a glance. Transactions categorize automatically.


We utilize Discounted Cashflow and Market Multiples Approaches to give you insight into approximately how much your business is worth today.

Business Health Score

Quickly identify strengths, warnings, and weaknesses within your business and view your overall business health score.

Funding Center

Our automated application process helps you secure the funding you need in just a few weeks – without going back and forth to the bank.

Solution Center

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.

Automatic Reports

Quickly generate professional and customized financial reports for printing or email it to your colleagues. Schedule weekly and monthly reports saving you and your team time and effort.

Cash Tracker
Business Health Score
Funding Center
Solution Center
Automatic Reports


BodeTree, LLC

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Always Free
No Credit Card required
Upgrade to premium for just $49.95/month

Premium Monthly 49.95 20 Full access to the entire BodeTree suite for one low monthly rate.
Premium Annual 495 20 Choose the annual subscription for a 15% savings over the monthly subscription.
Basic Free Free 1 Create a basic free account - visualize your data, apply for funding, and connect to the solutions you need. Includes 30 Day Free Trial of Premium Features.

At BodeTree, we want you to have the best experience possible. If you have any questions, comments, or concerns email us at

Support: 888-220-1278

Check out the most frequently asked questions below: Expand all
What type of company is BodeTree for?
BodeTree is a great fit for any small business looking to grow. With more than 800 industries to choose from, BodeTree provides insights customized to your industry, region, and business size. The app uses Risk Management Association industry codes to offer the best match for your small business, so you can get a clear view of your performance and business financials by simply syncing your bank data.
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 less than 10 minutes - sync directly to your bank account (required) and QuickBooks data (optional) to get started.
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.