Corelytics
Curated by SignalFP&A software suite enabling advisors to monitor business financial health.
Overview
Corelytics is a financial planning and analysis (FP&A) software provider that focuses on improving financial management for businesses. The platform includes a Financial Dashboard, which allows accounting and finance professionals to track the financial status of their clients. Corelytics integrates data from QuickBooks to standardize financial information and enables comparisons with industry benchmarks, which supports predictive analytics and professional evaluations. The software suite is designed to assist in strategic planning and operational efficiency, helping advisors to identify potential challenges and opportunities within their client portfolios. Additionally, Corelytics offers an Advisor Resource Center and a LinkedIn Group to promote collaboration and resource sharing among finance professionals.
Key facts
- Founded
- 2005
- Headquarters
- Bellevue, United States
- Stage
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- Industry
- Financial Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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