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, Todata's visual dashboards give you actionable business intelligence, without changing how you work.
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.
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 intelligence
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.
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
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
Ceschini CPAs Chooses CPAGrades as Business Intelligence Solution
Since 2002, Ceschini CPAs has delivered straightforward solutions and lasting value to clients in the NYC Metro Area and across … Read more
Todata Names Stephanie Anderson Chief Operating Officer
Todata Analytics has appointed Stephanie Anderson as Chief Operating Officer. Anderson will oversee client onboarding and retention, human resources, and … Read more
Interview With Bob Woodard, JRBT President and Managing Partner, on CPAGrades
Hear directly from Bob Woodard as he explains how moving beyond static reports transformed leadership visibility, profitability insight, and day-to-day … Read more
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
