Your data is trying to tell you something
You have the information you need to make intelligent decisions. It’s buried in spreadsheets, splintered across emails, locked in your accounting software, scattered among inventory and employee management systems, and on and on…
Todata turns complex, disjointed business data into clear decisions.
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 business analyst
Deeply integrated into the Todata experience, Tod AI answers complex questions about your connected business data, including client behavior, seasonal patterns, and performance trends.
- Built for your industry
- Spot trends across multiple systems
- No training required
Profitable insights in minutes
Do you know which of your firm's clients are profitable — or why? CPAGrades will help you:
- Access real-time metrics on clients, services, and staff performance.
- Confidently inform decisions about hiring, pricing, capacity planning, and client mix.
- Stop the endless spreadsheet exports and keep using your current tools.
Your site (and network) performance, graded
Can you track each site's true performance — and unlock its full potential — across all of your studies?
SiteGrades will help you:
- Access vital metrics instantly across your entire trial portfolio, site network, and client base.
- Identify resource constraints and optimization opportunities to maximize site efficiency.
- Understand the true drivers of site performance and revenue through comprehensive analytics.
Sync your sources. No switching necessary. No extra data entry needed.
And many, many more...
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
Interview With Nancy Cleverley SVP, Operations Management at AMR Clinical, on SiteGrades
Clinical research site leaders are often managing enrollment, staffing capacity, and financial performance across disconnected systems, making it difficult to … Read more
Dopkins & Company Implements CPAGrades as Firm’s Business Intelligence Solution
It’s a gratifying experience to bring advanced intelligence to a company with an excellent legacy. Dopkins & Company is exactly … Read more
DHJJ Implements CPAGrades to Power Comprehensive Business Analytics
Just as DHJJ helps clients gain a new perspective on their businesses, CPAGrades will do the same for DHJJ internally. … Read more
Hobe & Lucas Selects Todata’s CPAGrades as Business Intelligence Solution
We’re proud to partner with Hobe & Lucas, one of the largest independent accounting firms, to implement CPAGrades! Hobe & … Read more