News at Todata
This month’s updates make it easier to work with Tod – and with each other. Here’s what’s new: Share Chats: Found something worth passing along? Share any conversation with a link. Teammates can review the full thread or jump in … Read more
Todata Analytics is now listed on SoftwareClarity, a marketplace for accounting software and solutions built and managed by Boomer Consulting, Inc. – one of the most respected names in CPA firm technology consulting, and a name CPA firm leaders trust … Read more
Tod AI got smarter about who it’s working for this month, and a little more stable as well. Here’s what’s new: Role-Based Access: Control what each person sees based on their role. Limit access to specific report pages, or narrow … Read more
Tod AI just got even more useful with this month’s updates. We rolled out four new features that make it easier to explore your data, catch mistakes before they matter, and share what you find. Here’s what’s new: Split View: … Read more
New analytics platform replaces BKR’s 200+ page annual report with continuous, AI-supported insights for accounting and advisory firms across the Americas Monday July 27, 2026 – Omaha, NE – Todata Analytics today announced the launch of BKR PeerIQ, a new … Read more
Tod AI just leveled up this month with four new features. Tod now understands what you’re looking at, and what you’re trying to say. Tod is also getting better at anticipating questions and remembering personal preferences, providing sharper answers over … Read more
Tod AI just got even smarter with this month’s big updates. This weekend we rolled out five new features that make working with your data even faster and more intuitive. Tod Context Awareness: Tod now filters his queries based on … Read more
Senior living community owner and operator will use Todata to unify financial, occupancy, labor, resident experience, and associate experience data across its communities. Heritage Communities, a multi-state senior living community owner and operator, has selected Todata Analytics as its portfolio-wide … Read more
Valerie Nagoshiner, President of Healthbreak, Inc., joined Michael Luna to talk about how the company tracks participation and completion across a large-scale program. In this live session recorded on Wednesday, May 13, 2026, we discussed how Healthbreak monitors participation, understands … Read more
In this session, you’ll hear directly from Becky Shull, a firm leader at The CJ Group, as she shares how her team improved visibility into production, profitability, and overall firm performance. You’ll see what reporting looked like before, where … Read more
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
