Analytics • Intelligently
One source of truth.
No extra software.
Todata Analytics helps get you "to data" your team will actually use, every day, with a fully managed solution.
By connecting systems you thought couldn’t be connected (including CRM, finance, CTMS, and ops systems), Todata's visual dashboards give you actionable business intelligence, without changing how you work.
Todata • Source Sync
Connected
ADP
HR / Payroll
• Synced
Advarra Clinical Conductor
CTMS
• Synced
Wolters Kluwer
Finance
• Synced
Salesforce
CRM / Pipeline
• Synced
MS Excel
Spreadsheets
• Synced
NetSuite
Finance
• Synced
CRIO
CTMS
• Synced
60+ sources connected → one unified dashboard
SOC 2 · HIPAA · GDPR
Fully Managed → Zero Operational Lift
Sync your sources.
Connect dozens of sources from day one.
And many, many more...
Your data is trying to tell you something
Your CRM, finance, HR, and operational systems each hold a piece of the story. We bring all the data together, then turn the whole picture into dashboards built for the way you run the business.
No disruption. No migration required. Keep your current systems. We’ll adapt to your workflows.
Use Todata, and you’ll never do things the old way again.
Meet Tod AI, your 24/7 analyst
Tod AI is built into every Todata dashboard. Ask it questions in plain English — it answers with your real data, cited to the source, in seconds.
Made for the industries we serve
Dashboards built for the way your business actually works
Profitable insights in minutes
See every client's realization, A/R aging, and seasonality at a glance. Spot the relationships you need to grow and let go.
+2%
avg. realization in 6 months
7 days
avg. decrease in days outstanding
Run sites instead, not systems
Access vital metrics instantly across your entire trial portfolio, site network, and client base. Identify resource opportunities to maximize site efficiency.
Every site
tracked in one dashboard
HIPAA
secure and compliant
Todata vs. other BI Options
Spend time managing your team, not your software
Generic BI platforms ship you tools. Todata ships you answers to keep your team flowing.
| Capability | Generic BI Platform | Todata |
|---|---|---|
| Who builds your dashboards | — Configure reports, exports, connectors | ➜ Fully set up for you |
| Dashboard approach | — Limited to existing views or custom builds | ➜ Purpose-built for your industry |
| Technical requirements | — Requires internal data expertise | ➜ No technical team required |
| Service model | — Ongoing maintenance is on you | ➜ Fully managed service |
| Solution structure | — Separate tools, costs, and decisions | ➜ One complete solution |
Todata vs. other BI Options
Solving the data problem and helping businesses grow with confidence
Scaling to a nine-figure exit, 12% annual profit gains, firmwide visibility... these are real results from real Todata users.
"[Todata] has had a big impact on our operations. It has provided us visibility across the organization we didn't have previously and allows our leaders to leverage the information to make meetings with staff more productive."
Marty Anderson
Chief Business Officer, Profound Research
"Implementing CPAGrades has been incredibly smooth and hassle-free. This solution has truly simplified our data analysis and decision-making process."
Becky Shull, CPA
Firm Administrator, The CJ Group
"Todata gave us the visibility into our operations that we knew was possible, but couldn't achieve on our own."
Tim McGill
Visionary, Owner & President, McGill Restoration
Analytics • Intelligently
What can Todata do for you?
Unify YOur Data Sources
Delete the distance between your systems.
Whether it's accounting, sales, or operations, we bring your data together in one place.
Get Real-Time Intel
Stop making decisions with old, incomplete data.
Todata’s interactive, AI-enabled dashboards update in real time, giving you the right insights right now.
Empower Your Team
Amplify the ability of your people.
Todata gives your team powerful, ready-to-use intelligence that can turn hours of manual overhead into seconds of insight.
Safe. Secure. Simple.
Your data's security is our priority.
SOC 2 and HIPAA-compliant, we protect your information.
Todata is ideal for…
CPAs who need instant practice insights
Growing businesses stuck in spreadsheets
Operations teams ready to move beyond manual reporting
Medical practices tracking patient outcomes and revenue
Manufacturers optimizing production and inventory
Real estate companies managing diverse property portfolios
Law firms seeking practice management insights
Construction companies monitoring project costs
...and any business that needs 'AHA!' moments from their analytics.
News
Todata v3.5 Is Live
Starting today, every Todata client has access to v3.5, the biggest Tod AI release we’ve shipped, and the first of … Read more
Interview With Ben Titus on Todata’s Origin and What’s Next
One problem sparked the idea for Todata. Now, almost a decade later, how we solve that problem has become integral … Read more
Dashboards Were Never the Endgame
Article by Steph Anderson, COO, Todata Analytics When I was Chief People Officer at Meridian Clinical Research, we had more … Read more
Upcoming Webinar: The Todata Story and What’s Next
Join Todata Founder and President Ben Titus for a conversation about how the company started, how it’s evolved, and where … Read more
Let's Talk About Your Business
See your first insights in weeks
Get the power of large enterprise analytics with the personal attention your business deserves.
Fully Managed → Zero Operational Lift → No Manual data entry
Todata Analytics helps growing businesses turn complex data into clear decisions. We build real-time dashboards and analytics solutions that connect to your existing systems, with no disruption to your workflow. Based in Omaha, NE.
email. sales@todata.com
3555 Farnam Street, Suite 303, Omaha, NE 68131
