Periodikal

Periodikal is a data company that empowers accountants, advisors, investors, and banks to monitor their entire client roster on an ongoing basis. By integrating to data sources, we aggregate the data in one platform for our customers to: Accounting & Advisory - Review their client companies’ performance and financial health on a daily basis. - Track their favorite KPIs. - Create customized portfolios of their clients and benchmark their performance. - Assign client goals (i.e. monthly budget) and monitor their client companies’ performance against their goals. Banking (Lending) - Quickly check whether a business meets the criteria for a business loan given the banks’ policy criteria. - Monitor their current portfolio companies’ financial health and riskiness and empower their control and oversight. Investors and Private Equity - Review their client companies’ performance and financial health on a daily basis. - Track their favorite KPIs. - Create customized portfolios of their clients and benchmark their performance.