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SMB Engagement Platform
  • B2B
  • Early Stage
    Startup in initial stages
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SMB Engagement Platform
BodeTree solves a very large and serious problem for financial institutions (FIs) and their small business clients - the 90% challenge.  Less than 10% of all SMBs have organized and structured financials that an FI can use to make a credit decision and increase wallet share. 

BodeTree solves the 90% challenge by leveraging the one data source that every small business has: financial accounts, starting with a bank account. The system connects to these accounts and automatically organizes them into structured, dependable, and accurate financial statements. This eliminates the need for expensive accountants and bookkeepers and provides the small business with a truly customized operating system that allows them to manage their operations, make informed decisions, and work more effectively with key partners.
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Matthew Ankrum
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Christopher Myers
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Founder and CEO @BodeTree • Contributor @Forbes @Wall Street Journal and @MSNBC • Studied at @Arizona State University
Valuation

$10.1M

Funded over

2 rounds

Latest round

Series A (Aug 2014)

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