Levelup.ai provides a financial intelligence dashboard that consolidates financial data from an entire SMB portfolio into a single source of truth. The platform connects to major accounting systems like QuickBooks and Xero, offering real-time analytics, pre-built KPIs, and custom dashboards. Its AI-powered standardization normalizes unique charts of accounts, enabling transparent, comparable financial views across all portfolio companies.
Funding
Funding not disclosed
Founders
Product
Problem
Accounting firms and financial institutions managing multiple SMB clients often struggle to gain a consolidated, real-time view of their portfolio's financial health. Each business uses a unique chart of accounts and different accounting platforms, making standardized comparison, KPI tracking, and strategic analysis time-consuming and error-prone.
Solution
Levelup.ai delivers a unified financial intelligence dashboard that connects directly to major accounting platforms, including QuickBooks and Xero, to aggregate data from every company in a portfolio. The platform provides granular, real-time insights that guide strategic decisions and support growth. Users can drill into individual businesses for deep dives or view the entire portfolio at a glance. Pre-built KPIs and custom dashboards allow firms to design views around the metrics that matter most to them. A proprietary AI-powered standardization engine normalizes each company's unique chart of accounts, creating consistent, comparable financial data across the entire portfolio. This approach brings a new level of transparency and efficiency to multi-entity financial management.
Target Audience
Primary customers are accounting firms, financial institutions, and portfolio managers who need to monitor and analyze the financial performance of multiple SMB clients from a single, standardized dashboard.
Features
- Real-time financial analytics with granular, drill-down capabilities for each portfolio company
- Pre-built KPIs and a custom dashboard builder for personalized metric views
- AI-powered standardization engine that normalizes unique charts of accounts across businesses
- Direct integrations with major accounting platforms, including QuickBooks and Xero
- Centralized portfolio view providing a single source of truth for all connected companies