Corelytics
Tomorrow's problem? It's hiding in your numbers. Find and fix it today.
Corelytics connects to your accounting and ERP systems, surfaces the issues hiding in your data, and gives you the analysis to act — in plain language, every day. When you need experienced judgment, senior advisors are available.
Built by operators who've spent their careers inside financial systems for complex businesses. We've seen what breaks — and built the tool we wished existed.
Connects to the tools you already use
How It Works
Connection → Clarity → Action. In minutes.
You spent thousands on an ERP system or accounting platform and you're still exporting CSVs and building spreadsheets on the weekend to figure out what's going on. Your financial infrastructure is not giving you the information you need to manage your business. That's the problem we solve.
Connect your books
Link your accounting system — QuickBooks, NetSuite, Infor, Acumatica, Dynamics, Xero, and others. We pull your data securely in minutes, not months. No data entry. No spreadsheets.
See what actually matters
Your financial and operational data is normalized, benchmarked against 673 industry groups, and analyzed for problems automatically. Every morning, your CompanyPulse shows you what changed, what needs attention, and what is fine.
Ask anything, anytime
Use AskCorelytics to query your own data in plain English. Get answers in seconds — projections, risk flags, plain-language summaries. Senior advisors are available on demand when you want experienced judgment.
See exactly what your business is doing. No card. No call. Just your numbers.
Sign up in under a minute. Explore a fully loaded demo account — real operational data, real financials, real cash flow. When you're ready to connect your own books, we're here.
Explore a Working DemoAskCorelytics
Financial statements tell you what already happened. AskCorelytics what to do next.
Ask about cash flow, a hiring decision, a client going slow-pay, inventory turns, or AP aging. Corelytics connects the dots between what your numbers are saying and what action to take — in plain English, in seconds, any time of day.
- Why is cash declining when revenue is up?
- Which customers are trending toward slow-pay?
- What's my inventory turn rate by product line and how does it compare to last year?
- What's my AP aging look like — are we leaving early-pay discounts on the table?
You · Just now
“Why is cash tight when revenue has been growing?”
Corelytics AI
Your accounts receivable have aged from 32 to 58 days over the past two quarters. Two clients — representing 34% of revenue — appear to have shifted to net-60 payment terms. At current collection rates, this is reducing your monthly available cash by approximately $47K.
Collections risk identified — 3 action paths modeled
The full picture, every morning
Real visibility into your business — financial and operational — without a full-time CFO or a weekend of spreadsheets.
Live Data — Updated Daily
Your accounting system and ERP, connected. Revenue, cash flow, margins, AR/AP, inventory turns, customer concentration, and product-level profitability pulled in every day.
CompanyPulse
One screen, every morning. What changed overnight, what crossed a threshold, and what needs your attention today.
Scenario Modeling
Model hiring, pricing, slow-pay clients, cash impact, runway, and margin against your actual numbers before you commit.
Automated Risk Detection
Anomaly detection, threshold alerts, and covenant tracking run continuously against live data so problems surface early.
Industry Benchmarking
Compare margins, liquidity ratios, and operating metrics against real data across 673 NAICS industry groups.
Set Up in Hours, Not Months
Connect to your accounting system and start getting answers the same day. No implementation project required.
The AI gives you clarity. The advisors give you confidence — when you want them.
Corelytics doesn't just show you the number — it tells you what's driving it, models what happens next, and drafts the communication you need. For the judgment calls that feel too big to make alone, experienced advisors are available.
The Platform
Real-time financial and operational visibility, intelligent analysis, risk monitoring, and industry benchmarks — all running live against your actual books.
Optional: Advisor Access
Senior advisors — operators who've negotiated with lenders, managed cash crunches, and made the hard calls. Available when you want them, not required.
What changes when you can spot critical issues before they cause problems
Daily Financial Visibility
Before
You spend weekends dumping ERP data into Excel, trying to piece together what is actually going on before briefing your team Monday morning.
With Corelytics
CompanyPulse updates every day as your books update. Revenue, AR, AP, inventory, margins, and risks are visible before your first coffee.
Industry Benchmarking
Before
You Google industry averages that are vague, outdated, and hard to compare against your business.
With Corelytics
Benchmarks for your specific NAICS industry group show where you are above, below, or at par.
Customer Concentration Risk
Before
You realize too late that a small group of clients drives most of your revenue after payment behavior changes.
With Corelytics
Customer concentration, payment trends, and order volume shifts are always visible so risk appears early.
Operational Efficiency
Before
Margins feel off, but pricing, inventory, and product-line profitability are fragmented across systems.
With Corelytics
Margin by product, customer, and segment is pulled automatically so you can act on real drivers.
Hiring Decisions
Before
You wait a week for a spreadsheet to understand whether you can afford key hires.
With Corelytics
Ask whether you can afford three new hires and get an answer modeled against your actual trajectory in seconds.