About Corelytics
We built Corelytics because the gap between “the numbers are in QuickBooks” and “I actually understand my business” was costing owners decisions they couldn't afford to lose.
Our Story
Corelytics grew from a direct observation: most business owners are flying blind — not because they don't care about their numbers, but because the tools weren't built for them. They were built for accountants.
We set out to build something different. A platform that connects to the accounting system you already use, understands what you actually need to know, and delivers clarity in plain language — in real time, with no manual updates and no implementation project.
Today, Corelytics powers financial intelligence for companies across manufacturing, services, healthcare, and more — with 673 industry benchmarks and a growing library of AI-powered financial insights.
Advisory Team
When you want experienced judgment alongside the data, senior advisors are available — operators who've built, scaled, and sold businesses. Advisory services are an optional add-on for teams that want experienced operators in the conversation.
Entrepreneur in Residence at UConn. Has founded, scaled, and advised growth-stage companies across manufacturing and technology.
Springfield College, MIT Sloan School of Management
CEO of Corelytics and architect of its strategic vision. Steve has led businesses across enterprise services, customer growth, and operational transformation — most recently at AT&T, Cordium US, and PivotData. He builds companies that scale on data, not gut feel.
University of Tennessee — Architecture, MBA
Former Virginia Secretary of Technology. Helps leaders translate digital strategy into measurable financial and operational outcomes.
Christopher Newport University, William & Mary MBA
Started in venture capital, became an operator at Priceline, and now advises growth-stage companies on go-to-market execution.
Williams College, Harvard Business School
Multi-time CEO who has built and scaled technology and healthcare companies including InfiNet, AutoNet, and Physicians Online. David has sat in the CEO chair through multiple market cycles — and knows exactly what the numbers mean when the pressure is on.
Williams College, UVA Darden School of Business
Schedule a 30-minute walkthrough. We'll connect to your books and show you exactly what clarity looks like — live, in your data.