How It Works
Web Connector (fast, safe and secure)
Use Intuit’s Web Connector software to safely upload your financial data from QuickBooks©. Set this software to automatically load your data every month while you have QuickBooks open. Corelytics™ is as safe as on-line banking.
Indicators show you where you are off target
Leading indicators help you identify trouble spots right away by displaying green, orange and red lights. View recent performance and the direction things are heading in a quick glance.
Avoid pitfalls ahead of time
Take a quick peak to see where Cash and Accounts Receivables are trending to compared to the rate at which revenue is trending and you can see potential cash crunches ahead of time. This is just one example of the financial trend information you have access to.
Track important financial goals
If you are new to setting financial goals for your business you can use past trend information to determine appropriate goals in a few key areas to start. More experienced business owners can track goals for every general ledger account you monitor in QuickBooks™.
View staff contributions to the bottom line
Understand how your staff is contributing to profits or learn what revenues to expect a new hire to be generating each month. Watch staff contribution trends to get a clearer picture of their impact on your overall business performance.
Spot trends & see forecasts
See if your expenses are growing at a faster rate than revenues. Learn which direction your margins are likely to be heading based on recent activities in your business. Easily see 2-year trends and 12-month forecasts on key performance data.
Compare to top industry performers (IT services only)
For IT solution providers, you can calculate your Predominant Business Model© and view S-L Index Benchmarks© from Service Leadership to compare your performance to businesses just like yours.
Data map memorizes your QuickBooks accounts
Corelytics™ does not care how well organized your chart of accounts is. Users of the Standard version of Corelytics™ receive a training session on how to map their accounts to the standardized chart of accounts – map it once and almost never have to re-map again.
