How it works
From scattered data to your next decision, in four steps.
Todata works with the systems you already use – keep the tools your team depends on.
1. Connect & Clean
Todata connects to your existing systems and models your data automatically. No migration, no manual exports
2. Conform
One language for all your data – the one your team already speaks, not database jargon.
3. Curate
Tod surfaces the insights that actually matter, built on a data model designed for your industry.
4. Act
Get answers in plain English, make the decision, move on.
Your data is trying to tell you something
Every business runs on dozens of systems – CRM, finance, HR, operations. Each one holds a piece of the story, but only if they can work together. That's where Todata starts.
Keep your current systems. We’ll adapt to your workflows.
Meet Tod AI, the analyst who understands your business.
Once your data is connected, Tod goes to work. Ask a question in plain English, and Tod answers with your real numbers – curated by a data model trained specifically on your industry.
Made for the industries we serve
Every industry has questions. Todata is built with the expertise to answer them.
Built for modern accounting firms
See every client's realization, A/R aging, and seasonality at a glance. Spot the relationships you need to grow and let go.
Built for clinical research organizations
Instantly see whether a trial is pacing toward its enrollment goal, and surface the insights hiding inside that pace, across your entire trial portfolio and site network.
Why organizations choose Todata
Spend time managing your team, not your software
Generic BI platforms ship you tools. Todata ships you answers to keep your team flowing.
| Capability | Todata | Old-school BI (Tableau, Power BI) |
Build-your-own AI (Claude, ChatGPT) |
|---|---|---|---|
| Who builds and maintains it | Fully set up for you | Your own staff – their time, budget, and expertise | Whoever's willing to copy-paste exports into a chat window |
| Answer reliability | Consistent, grounded in your real numbers | Reliable, but only as good as who's maintaining it | Convincing even when it's wrong – no way to check |
| Sharing across your team | Everyone sees the same answer | Requires training and access setup | Lives in one person's chat history |
| Familiarity with your business | Learns your business like a tenured analyst | Static – only shows what you build into it | A smart stranger – starts over with every new conversation |
| Joining your data together | Built to connect your systems automatically | Manual exports and connectors | No real way to join your datasets at all |
REAL RESULTS. REAL TEAMS.
Trusted by organizations that depend on better business decisions
Scaling to a nine-figure exit, 12% annual profit gains, firmwide visibility... these are real results from real Todata users.
Analytics • Intelligently
Todata provides the intelligence behind better business decisions.
See the complete picture
Delete the distance between your systems.
Whether it's accounting, sales, or operations, we bring your data together in one place.
Answers at your fingertips
Stop making decisions with old, incomplete data.
Todata’s interactive, AI-enabled platform updates in real-time, giving you the right insights right now.
Turn insight into action
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.
BEYOND CPA AND CLINICAL RESEARCH
Custom solutions, built around how your business actually runs
CPAGrades and SiteGrades are purpose-built for the industries we know best. But the same approach – connect your systems, conform your data, curate what matters – works for any organization running on data that doesn't talk to itself. We've built custom solutions for consumer and professional services organizations facing exactly that problem. If yours is one of them, let's talk about what it'd look like for you
Let's Talk About Your Business
See what your data can tell you
See how Todata can help your organization make faster, more confident business decisions, without replacing the systems you already rely on.
Fully Managed → MINIMAL LIFT ON YOUR TEAM → No Manual data entry
Safe. Secure. Simple.
Your data's security is our priority.
SOC 2 and HIPAA-compliant, we protect your information.
Todata Analytics helps teams act intelligently. We turn complex data into clear decisions with our analytics platform, connecting 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
