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The data is there. The visibility isn’t.
Whether you manage five clients or one growing business, the same problems keep showing up.
Scattered financial data
Business finances live across QuickBooks, banking portals, Excel, Powerpoint and email. Pulling everything together to generate actual analysis can take hours out of your week. Kordis provides a solution to aggregate all of this together.
Stale reports, late decisions
Stop pulling banking data or general ledger details into a CSV to update your 20+ tab workbook. Kordis’s suite of integration syncs data in real time to keep reports and forecasts updated.
Tools that create more work
Most financial software promises to save time but then ends up requiring a month of setup and learning the tool. Kordis has preset reports and dashboards to give you value from day 1, not day 100.
Financial Clarity for Businesses
Kordis is built to provide owners and operators the intelligence to run their business smoothly. No confusing interfaces, clunky spreadsheets, or over-engineered solutions.
Cash Flow Intelligence
Our Cash Flow Tool provides you with the most up to date information on your bank balance and projections.
Connect directly to your business’s bank accounts via Plaid
Track your cash flow with daily balance updates
Create 13 week cash flow forecasts using historical data
Compare your projections against actuals to optimize your business
Ready to view financial reports
Link up your integrations and get instant access to a library of reports that look at business expenses, accounting KPIs, cash flow and more.
Financial Statements that don’t hurt to look at
Connect your QuickBook file to Kordis and start viewing your financials with clarity. Our statements breakthrough the noise of messy spreadsheets, creating a simplified view where you can drilldown to the transaction level.
Financial Statement Forecasting
Compare actuals to forecast without the spreadsheet gymnastics every month. Import a forecast from Excel or Google Sheets in under 10 minutes using our AI assisted upload functionality
From Chart of Accounts Chaos to Board-Ready in Minutes
Kordis allows financial analysts to tag QuickBook accounts into different groupings to give your Executive team a Profit and Loss statement that they can actually read
Multi-entity QuickBooks file support
Dealing with a multi-entity franchise business? Create a Consolidated Organization to easily view a consolidated Financial Statement. Exclude shared accounts and create account groups with a few simple clicks.
Kordis makes cash flow actually usable. I can get a clear view of cash position and runway fast, even when a client’s books aren’t perfectly up to date. It’s a practical tool for answering the only question most owners care about: "How much cash do I have and what’s coming next?"
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Built by fractional CFOs for fractional CFOs & SMBs
Kordis was built by fractional CFOs who needed to scale their own business while also giving their client’s the information they need to grow their own.
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For Fractional CFOs and Accounting Firms
Scale your practice without scaling your headcount. Kordis gives you live financial data, client-ready analytics, and reporting infrastructure across every engagement, so you spend less time wrangling spreadsheets and more time advising.
Manage multiple businesses in Kordis
Platform built by fractional CFOs
Automated Cash Flow forecasting
For Startups & SMBs
Get the financial visibility of a company ten times your size. Kordis connects to your QuickBooks and bank accounts to give you the financial statements, cash flow tracking, and analytics you need to make decisions with confidence. Need help interpreting the numbers? Our finance team is here too.
Easy to read Financial Statement with transaction level drilldown
Financial Dashboards at your fingertips
Minimal setup required
Access to our team of fractional CFOs, accountants and bookkeepers
Check out some of recent product updates
Your Client Doesn't Read a 200-Line P&L — Build an Executive P&L in Kordis
Learn how Kordis's flexible reporting group feature lets you create custom Executive P&L groupings on top of your QuickBooks chart of accounts — with AI-powered auto-categorization.
Stop Recreating Your Forecast — Upload It to Kordis and Let AI Do the Mapping
Learn how Kordis lets you upload any CSV, Excel, or Google Sheets forecast and automatically maps accounts to your QuickBooks chart of accounts using AI.
Finally, Accurate Retail Financials: Configure Your 4-4-5 and 4-5-4 Calendar in Kordis
Learn how to use Kordis's software to create Retail Period reporting within Financial Statements.
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