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
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Financial Analytics
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Business Intelligence
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Data-Driven Decisions
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Predictive Modeling
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Performance Metrics
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Financial Consulting
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Strategic Planning
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ROI Optimization
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Market Analysis
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Financial Forecasting
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Risk Management
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Data Visualization
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Operational Efficiency
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Revenue Growth
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Competitive Analysis
Features
User-friendly dashboard
Dedicated Financial Analyst that knows your business
Budgeting, Forecasting, & What-if Scenario Analysis
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:
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Easy-to-use
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
More Insights, Less Cost
Outsourcing can cost up to $4,000 per month.
Get the same business insights for a fraction of the cost!
Pricing
Opertivo Standard
1,500$Every monthPart-time finance support for businesses with less than $1 million in annual revenueÂ- Custom Built Excel KPI Dashboard refreshed when you want
- Monthly Bookkeeping
- Custom budget tracking & expense forecasting
- Monthly and annual financial statements
Opertivo Premium
3,200$Every monthPart-time finance support for businesses between $1 million and $2 million in annual revenueÂ- 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