Levelup

Levelup.ai provides a unified financial intelligence dashboard for accounting firms and financial institutions managing portfolios of SMB clients. The platform connects to QuickBooks and Xero, offering real-time analytics, pre-built KPIs, and custom dashboards across 450+ financial data points. Its AI-powered standardization engine normalizes unique charts of accounts to create consistent, comparable data across the entire portfolio.

Traction 2/10

Provo, United States · HQ

Founded 2024350+ followers

Data & Analytics
Financial Technology
Enterprise Software
Artificial Intelligence
Software Only

Updated 7 days ago

Funding

Funding rounds are not available yet.

Founders

Founder details are not available yet.

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 with 450+ selectable financial data points
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
Setup in approximately 5 minutes with immediate insights