Build a Better Business


BodeTree offers easy-to-use financial insights for small businesses. Simply sync your bank account to get started (REQUIRED). Then dive into our full-suite of features, apply for funding, and connect with partners to help you grow.

Real-Time Cash Tracker

Get a view into your cash balance and net income instantly. Simply sync your bank and/or credit card accounts to get started, then transactions are sorted automatically. Cash Tracker helps you understand your cash flow trends and spending in just a few minutes time.

Valuation Calculator

Do you know what your business is worth today? BodeTree automatically calculates your business’s valuation. 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 business roadmap with the strategy builder, then track your progress with BodeTree’s Business Health tool. Review your strengths, warnings, and weaknesses at a glance with red-light, green-light indicators. Business Health takes into account each and every aspect of your business then helps you hone in on what potential problem to focus on first - so you can take action on building your success.

Funding Center

Apply for the funding you need to grow directly within the app. Choose from our network of traditional banks or alternative lenders, then walk through the application process step by step. It’s like having your very own CFO to help! The Funding Center immediately connects providers with the information they need to make decisions so you get an answer in days, not weeks!

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

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.

Real-Time Cash Tracker
Valuation Calculator
Business Health Score
Funding Center
Solution Center
Automatic Reports


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Create your free account today.
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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 account for free. With our basic plan you can access 75% of the app - visualize your data, apply for funding, and connect to the solutions you need. Includes 30 Day Free Trial of Premium Features.

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

Support: 888-220-1278

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 less than 10 minutes - sync directly to your bank account (required) and QuickBooks data 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.