BodeTree syncs securely to your bank and credit card accounts to help you manage your small business financials.
We ask you to login to your financial institution during setup. This enables us to communicate with your financial institution to categorize transactions automatically, so you can get a clear view of your business with reduced manual data entry.
*BodeTree is available to all U.S. based businesses.
Get started by answering a few quick questions about your company: business name, industry, time in business, and number of employees.
BodeTree connects to almost every US financial institution online. Enter the name of your financial institution in the search bar.
BodeTree implements 256-bit SSL encryption – the same security as your bank.
Add and name which accounts you’d like to sync with BodeTree
BodeTree is now fully setup, and you can begin to take control of your small business finances.
