CoralTree for Finance

The finance dilemma.

Transforming financial data into a cohesive story drains time, resources, and sanity. Record transactions in a few clicks and easily manage all financial activities in one place including multiple company consolidation. It's hard to show people the money when your data is all over the place.

The solution

CoralTree brings all your finance data together in one place, and makes it easier than ever to communicate your financial health to key stakeholders. With relevant, real-time data at your fingertips, you can mitigate doubt from financial decisions.


You can share access to your latest business numbers with your team and your accountants from anywhere - so everyone is up to date with all new information and changes.


Get direct access to key information with dynamic and customizable dashboard reports. CoralTree intuitive visualizations make financial reports easy to consume.


Wondering what caused that spike in revenue yesterday? With CoralTree, you can collaborate with your team right where the data lives no need to schedule a meeting or conference call.


CoralTree’s platform helps you make better-informed decisions in less time, so you can maximize profitability and productivity.

A solution for every role.

Get answers with CoralTree apps.


They say you aren’t really making money until you’re making money in your sleep. But what if you’re losing money in your sleep. How do you even know? Wake up to fresh reporting and real-time forecasting.

  • Compare your current income statement to any previous period
  • Track gross profit margin and operating margin on a daily basis
  • Share access to your latest business numbers with your team and your accountants

Finance Trends

If you don’t want to get paid, make the finance department angry. If you don’t want to get tangled in a web of disconnected spreadsheets and legacy systems, get CoralTree.

  • Forecast Profit & Loss
  • Set accountability across teams
  • Create alerts for a more proactive and seamless payroll

Balance Sheet

Your balance sheet is a lot more than just a piece of paper - it’s the pulse of your business. Combine it with better data so you can make faster, smarter, decisions for a healthier business.

  • Determine how well your business is utilizing its current assets
  • Analyze your shareholder’s equity
  • Define your own key performance metrics based on formulas: gross margin, customer acquisition costs, growth rate by products

Learn more

Watch demo

See what CoralTree can do for you.

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