BodeTree is a great fit for any small business looking to grow. With more than 800 industries to choose from, BodeTree provides insights customized to your industry, region, and business size. The app uses Risk Management Association industry codes to offer the best match for your small business, so you can get a clear view of your performance and business financials by simply syncing your bank data.

• BodeTree is a freemium product – your basic membership is always free to use. With the basic membership, your small business clients have access to important features like Forecasting, Valuation, and Financials; plus, access the Funding Center or Solution Center at any time. Sign up for your FREE account.
• Upgrading to a premium membership gives additional access to Peer Comparison, Business Health, plus the Goal and Strategy Builders.
• Premium memberships are $49.95 per company per month.

It takes only a few minutes to get started with BodeTree. The step-by-step setup guide helps you securely sync your bank and/or credit cards, as well as your accounting system (if applicable.) The whole process takes less than 10 minutes to complete. Once the initial setup is finished, BodeTree securely updates your information automatically with 256-bit encryption, the same level of security your bank uses when protecting your information online. Learn more about getting started.

• BodeTree currently syncs directly with Xero, QuickBooks Online, and QuickBooks Desktop 2009 or later. If you’re already using one of these platforms, you will be able to automatically connect your data in just a few minutes. Simply follow the instructions during setup or at the BodeTree Help Center.
• If you don’t use one of these accounting platforms you can still experience the full power of BodeTree by syncing your bank and/or credit card data.

BodeTree uses your login information to establish a secure connection with your bank and/or credit card accounts. This enables us to communicate directly with your financial institution and automatically update your information. Your login credentials are used only to setup the initial connection and are not stored within the system. All of your information is secured using 256-bit encryption while in transit and at rest.

BodeTree syncs to your existing accounting data in a read-only fashion – you cannot change anything in your existing books using BodeTree. Instead, our system helps you turn your existing information into usable insights for your small business. Even more importantly, we encrypt all of your accounting data with our enterprise-level security system, so you are protected with 256-bit SSL encryption when your data is in transit and at rest. Once synced, your data is visible only to you and the users you invite to your account. There is no personally identifiable information connected to your data, and neither the BodeTree team or any of our partners can see your information unless given explicit permission to do so.

As a new user, you cannot preview the app without syncing your data.

You can add an unlimited number of companies to BodeTree for free – navigate to your company’s settings under the menu bar, then select “Add a Company.” Follow the step-by-step instructions to sync your data. Toggle between each company at any time using the menu bar drop-down. For more information, visit the BodeTree Help Center.

Currently BodeTree is only available for businesses that operate inside the U.S.

If you decide to stop using BodeTree, whatever the reason, the most secure way to cancel your account is to deactivate it. Deactivating your account will terminate the sync and ensure your data stays secure. To deactivate your account, visit settings from within the app and navigate to user profile. Click “Deactivate your Account” and confirm. You will be logged out of the system once the deactivation is complete. For detailed instructions, visit the BodeTree Help Center.

Education and support are at the heart of everything we do. When you sign up for a BodeTree membership, you’ll have access to free lifetime training and technical support. Visit the Help Center for more information on account setup and troubleshooting. Or contact us directly at info@bodetree.com or by calling 1-888-220-1278!