Name: Corelytics
Price: 99 USD
Author: Corelytics

Help Desk

Web and Video Conferencing

Customer Support

Kubernetes Monitoring

Development

Career Center

Education

Association Management

Barcode

Business Intelligence (BI)

Business Process Management (BPM)

Calibration Management

Collaboration

Corporate Performance Management (CPM)

Interactive Voice Response (IVR)

Project Portfolio Management

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

International Payroll

Payroll

Stock Option Plan Administration

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Change Management

Cloud Storage

Complex Event Processing

File Sync and Share

Fraud Detection

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Performance Monitoring

Modular Storage Area Network (SAN)

Network Access Control (NAC)

Network Performance Monitoring

Remote Desktop

Routers

SSL Certificate

Telecom Expense Management (TEM)

Unified Endpoint Management (UEM)

VoIP Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Conversion Rate Optimization

Customer Success

Digital Signage

Email Marketing

Employee Advocacy

Graphics

Marketing Automation

Presentation

Search Marketing Intelligence

Social Login

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Field Sales Software

Sales Pipeline

Sales

Data Loss Prevention

Security

Automotive

Awards Management

Car Rental

Emergency Notification

Legal Research

PCB Design

Real Estate Property Management

Vertical-Specific

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The Corelytics Financial Dashboard is a software solution aimed at small to medium-sized businesses. According to the vendor, it is designed to measure, monitor, and share the financial health of businesses. The tool is utilized by accounting and finance professionals, business owners, consultants, CPAs, and group leaders across various industries.

## Key Features

**Power Tool for Advisors**: According to the vendor, this feature allows advisors to efficiently analyze a client's business and become their most valuable advisor. The tool normalizes data and uses predictive analytics to consolidate and compare it to industry benchmarks, enabling advisors to prepare a professional assessment within minutes.

**Industry Indexes**: The vendor states that this feature anonymously aggregates industry data for benchmarking purposes. It provides custom intelligence on the metrics that matter most and offers averages to understand performance and market behavior within a specific industry. Corelytics is constantly seeking relationships with advisors and industry leaders to add more reports.

**Management Tool for Business Owners**: According to the vendor, this feature seamlessly connects to QuickBooks or other leading accounting systems, providing visual business intelligence at a glance. No data entry is required, and the tool predicts best and worst-case future scenarios with 88% accuracy.

**Owners and Advisors Working Together**: The vendor claims that this feature allows consultants, CPAs, or group leaders to keep an eye on financial challenges and opportunities. Monthly interactions help monitor and keep businesses on track. The tool allows users to assess current financial performance and compare it to others in the industry. It also enables users to perform business valuations or analyze businesses for potential acquisition.

**Advisors**: According to the vendor, Corelytics Financial Dashboard adds a new dimension of offerings to consulting or accounting practices. It extends capabilities beyond historical reviews to assist with prediction and prevention. The tool provides resources and support to help advisors be successful, and it offers an easy way to get started with just three accounts and leads sharing.

**Buy: Advisors**: The vendor offers custom pricing for this package, depending on the number of concurrent clients managed and required features. The package includes initial basic setup and personalized mapping, dashboard sharing to discuss trends, and additional resources and support for advisors.

**Buy: Business Owners**: This package, according to the vendor, includes two users and auto-mapping of current accounts. It offers leading indicators and multiple lines of business tracking, predictive forecasts, industry benchmarks, and detailed expense trend analysis and key ratios.

Basic

Personal

Team

Department

Organization

Clear Analytics

Pivot Table for Pentaho Mondrian

Pivot Table for SQL/CSV/JSON Unlimited

Pivot Table for MS Analysis Services

Pivot Table for SQL/CSV/JSON Basic

Flexmonster Pivot Table & Charts Component

Corelytics

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BI Platform

Administration via Windows App

Administration via MacOS App

Administration via Web Interface

Live Connection to External Data

Snapshot of External Data

In-memory data model

OLAP (Pre-processed cube representation)

ROLAP (SQL-layer querying)

Multi-Data Source Reporting (Blending)

Data warehouse / dictionary layer

ETL Capability

ETL Scheduler

Supported Data Sources

Data sources that can be consumed by the application.

MS Excel Workbooks

Text Files (CSV, etc)

Oracle

MS SQL Server

IBM DB2

Postgres

MySQL

ODBC

Cloudera Hadoop

Hortonworks Hadoop

EMC Greenplum

IBM Netezza

HP Vertica

ParAccel

SAP Hana

Teradata

Sage 500

Salesforce

Google Analytics

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Integration with R or other statistical packages

Integration with the open-source R predictive modeling environment.

Report sharing and collaboration

Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

Publish to Web

Publish to PDF

Output Raw Supporting Data

Report Versioning

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Scheduling

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

Delivery to Remote Servers

Ability to deliver reports to remote servers

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

Pre-built visualization formats (heatmaps, scatter plots etc.)

Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.

Location Analytics / Geographic Visualization

Location analytics is the visualization of geographical or spatial data.

Predictive Analytics

Predictive Analytics is the ability to build forecasting models based on existing data sets.

Support for Machine Learning models

Machine learning refers to computer programs that can learn when exposed to new data.

Pattern Recognition and Data Mining

Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.

Access Control and Security

Access control means being able to determine who has access to which data.

Multi-User Support (named login)

Named model access means that users have access based on name and password.

Role-Based Security Model

Role-based access means that access to data is determined by job or position in the corporation.

Corelytics

Overview

What is Corelytics?