Own your financial metrics and begin to act on them.
The complete, modern financial operations solution that brings together financial data + automation + benchmarks in a single platform.
Built for those that want to own and manage financial operations data in a single source of truth and use it to drive value creation and business actions.
Whether you are a finance or accounting advisor working with clients or a business owner or operator, Valuate is purpose-built to provide you the metrics that matter to your business.
Own your metrics through seamless workflows and simplicity – helping you focus strategic actions and value creation.
Integrate your financials and metrics.
Connect to your QuickBooks Online with a seamless integration for financial data access.
Or connect your data into the Valuate platform through spreadsheet imports or manual entry – Valuate gives you the flexibility needed to quickly get up and running.
Measure your metrics in a single pane of glass with ease and total visibility.
Measure the metrics that matter to you in our intuitive Measure feature.
Focus on the key drivers of your growth, viability, and profitability as a business with completeness.
Revenue Profile
Track your revenue trends, mix, and growth to understand the lifeblood of your business and how to drive continued momentum.
Profitability Profile
Measure the key profit drivers of your business to determine areas for further investment and potential improvement.
Supplemental Metrics Profile
Get industry and company-specific metrics that matter to you most at your fingertips to drive action and outcomes.
Expense Profile
Drill down on your cost base, find your blind spots on spend to deliver efficiencies across your organization.
Balance Sheet and Capital Spending Profile
Understand all levers of cash, working capital, and capital investments in and around your functional teams.
Access your data in the way you want it – flexible and configurable to your needs.
Choose your visualization and reporting format to meet your needs – graphs or tables, your choice.
Download your data into easy-to-use PDFs or Excel reports to share and collaborate in any other app.
Benchmark your metrics against an expansive public company and growing private company database.
Compare your business performance and metrics against 9,000+ public companies across 160+ industries, and a growing list of anonymized private companies in your scale and stage of growth.
Learn how to improve your metrics to become the most valuable, optimized version of your company.
Grades and Scorecards
Rank your company in the Valuate database across any metric within your available data.
AI Recommendations
Automated recommendations from the Valuate engine to enable you to implement improvements and best practices.
Configurable Benchmarks
Benchmark any metric against a wealth of company-specific or industry-wide data over time.
Comprehensive Trending
Full visibility into historical and trended performance against key peers and benchmarks to understand where you can drive business change.
Built by seasoned operators and advisors for operators and advisors.
Own everything about your key financial operations metrics – Valuate will get you to act on them.
Valuate for Accounting and Finance Advisors
Empower your advisory practice with comprehensive financial metrics and insights.
Valuate for Business Owners and Operators
Take control of your business metrics and drive growth with actionable insights.
Valuate for Data and Analytics
Leverage powerful analytics tools to transform your business data into actionable insights.
Your data and metrics – whenever you want it, however you want it.
Measure
Flexible and configurable visualizations in Measure across all your key metrics in one centralized platform.
Real-time access to Benchmark to grade and compare yourself against best-in-class peers and companies.
Integrating
seamlessly and
securely with
QuickBooks
