News at Todata

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 see what’s really happening in real time. In this live, peer-led session, you’ll hear directly from a clinical research organization … 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 that. For 70 years, Dopkins has been one of Western New York’s most trusted independent accounting and consulting firms. They’ve … 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. CPAGrades will provide real-time metrics on client profitability, realization, performance, and more, all with no manual data entry. The tool … 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 & Lucas serves a broad array of industries, and will use CPAGrades to get a current picture of performance, realization, and … 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 the region. With deep expertise in construction, real estate, and closely held businesses, the firm is now using CPAGrades — … 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 key operational functions as the company continues to grow and scales its specialized analytics solutions. She’ll also help drive product … 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 decision-making. The session concludes with a brief walkthrough that demonstrates how real-time visibility enables faster, more confident decisions without the … Read more

Ary Roepcke Mulchaey Deploys Todata’s CPAGrades as Bl Solution

We’re pleased to announce that Ary Roepcke Mulchaey (ARM CPAs) is now using CPAGrades. With client relationships dating back to 1979, ARM is recognized as a leader in taxation, assurance, and consulting. And now, the team has real-time business intelligence … Read more

CRIO and Todata Partner to Bring Live Site Performance Intelligence to Users

CRIO, the leader in eSource technology for clinical research, and Todata Analytics have formed a strategic partnership establishing SiteGrades as an analytics and reporting solution partner in CRIO’s Partners Program. Through this partnership, CRIO customers will be able to access SiteGrades’ … Read more

Tekton Research Selects Todata’s SiteGrades and Tod AI as Enterprise Business Intelligence Solution

Tekton Research, a leading multispecialty clinical trial site organization conducting Phase 1-4 trials, has selected Todata Analytics’ SiteGrades platform and Tod AI layer as its enterprise business intelligence solution. The partnership comes as Tekton continues rapid expansion, adding seven new … 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.

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