Valuate

Own your financial metrics and begin to act on them. Valuate is the complete, modern financial operations solution that brings together financial data + automation + benchmarks in a single platform. Valuate is 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. 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. Valuate is built by seasoned operators and advisors for operators and advisors, so join the journey today.