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A VENTURIS FINANCIAL COMPANY

Welcome to award-winning Corelytics
Measure your business performance

Predictive, peer-aware business analysis with AI insights & zero data entry

Most small businesses run on backward-looking reports and spreadsheets. By the time issues show up in cash, it's late. Owners need forward visibility and peer context—without manual reporting.

Easy Connectivity

Connect in minutes, not months. Corelytics plugs right into QuickBooks, NetSuite, and other leading accounting systems to securely sync your data—no CSV juggling or IT lift. Your books flow into clean dashboards and KPIs automatically, so you always have up-to-date insights without extra work.

QuickBooks
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Microsoft Dynamics 365 Logo
Sage Logo
Management Dashboard Revenue $2.4M ↑ 12.5% Profit Margin 23.8% ↑ 3.2% Cash Flow $340K ↑ 8.1% Expenses $1.8M ↓ 2.3% Quarterly Revenue $520K Q1 $680K Q2 $820K Q3 $950K Q4 Expense Split Operations 40% Salaries 30% Marketing 20%

Informative Management Reports

Corelytics is a powerful tool to swiftly analyze any business. The Corelytics dashboard normalizes data and uses predictive analytics to consolidate and compare company performance to industry benchmarks. In just a few minutes, you can view a detailed assessment of your company's financial health with insightful reports and insights. Monitor a single line of business or on a consolidated basis.

Benchmark with Industry Data

The Corelytics Dashboard anonymously aggregates industry data providing benchmarks available for you to compare within your industry and gain intelligence on the metrics most important to your business. Benchmarks provide valuable information about the performance and market behavior in a particular industry.

Performance vs. Peer Group Revenue Growth - Last 12 Months 100% 80% 60% 40% 20% Jan Mar May Jul Sep Nov Dec Your Company Peer Group Avg Industry
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Measure

Turn your bookkeeping into clarity. Corelytics standardizes your chart of accounts into KPIs, trend reports and MD&A reports with informative industry benchmarks. Quickly see revenue, margins, expense analysis, cash position, and more. Informative reports at your fingertips—so your business can see exactly where money comes from and where it goes, without spreadsheets or manual math.

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Analyze

Dig deeper with visual drill-downs and benchmarks. See how you stack up against peers, pinpoint the drivers behind changes, and use forward-looking projections to plan hiring, pricing, and cash needs with confidence.

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Monitor

Stay on top of your numbers with a live dashboard that highlights trends and goal progress. Early-warning indicators flag variances (good or bad) so you can course-correct during the month—not after it's over.

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Share

Put everyone on the same page in minutes. Create clean, board-ready reports your team, accountant, banker, or investors can read at a glance—so conversations shift from "what happened?" to "what do we do next?"

How to Start