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Take Control of Your Business

Expert Analytics Helping Business Owners Master their Finances

Easily track your business's Key Performance Indicators (KPIs), see how your business stacks up against others in your industry, monitor your finances, and receive actionable recommendations to improve your business performance.

How Opertivo Works?

Schedule a call with us to discuss your goals and how frequently you would like your reports (daily, weekly, or monthly)

Grant us access to your QuickBooks or other accounting software, and we learn about your business

We create your business dashboard with relevant KPIs and custom reports that offer valuable insights into your business

We send you those insights on a daily, weekly, or monthly basis as well as recommendations on how to improve performance and save money

  • Financial Analytics

  • Business Intelligence

  • Data-Driven Decisions

  • Predictive Modeling

  • Performance Metrics

  • Financial Consulting

  • Strategic Planning

  • ROI Optimization

  • Market Analysis

  • Financial Forecasting

  • Risk Management

  • Data Visualization

  • Operational Efficiency

  • Revenue Growth

  • Competitive Analysis


Smart Insights

Make informed decisions faster

Industry relevant KPIs

Opertivo analyzes your financial data to discover trends, and provides real-time recommendations on how to save time, money, and increase business performance


User-friendly dashboard


Dedicated Financial Analyst that knows your business

Online Shopping

Budgeting, Forecasting, & What-if Scenario Analysis

Data Cloud

Intuitive Reports with actionable business recommendations

Why Choose Opertivo?

Opertivo helps business owners make smarter and faster decisions that help improve their likelihood of success. Here's how:


Give us access to your QuickBooks, or send over your bank transactions and you're done! We'll take care of the rest. 

Smart Finance

Opertivo learns about your business and:

Recommends ways to save

Shows you what your money is doing in real-time

Teaches you best practices to better manage your finances

Working from Home

More Insights, Less Cost

Outsourcing can cost up to $4,000 per month.


Get the same business insights for a fraction of the cost!


  • Opertivo Standard

    Every month
    Perfect for businesses with less than $1 million in annual revenue
     14 day free trial
    • Custom KPI Dashboard refreshed daily, weekly, or monthly
    • Custom budget tracking & expense forecasting
    • Monthly and annual financial statements
  • Opertivo Premium

    Every month
    Perfect for businesses with more than $1 million in annual revenue
     14 day free trial
    • Everything in the Opertivo Standard Plan plus:
    • Personalized recommendations on how to cut costs
    • Personalized recommendations on how to increase performance
    • What-if Scenario Analysis

*We also offer custom Enterprise solutions for businesses with over $3 million in annual revenue

Need help with QuickBooks? Check out our Consulting Page.

Have a Question? Get in Touch

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