Welcome to Levelup
Learn what Levelup is, who it's for, and what you can do with the platform.
Levelup is a financial intelligence platform built for professionals who manage portfolios of small and midsize businesses (SMBs). Whether you are a lender, investor, accountant, or financial advisor overseeing multiple companies, Levelup gives you a single source of truth for all your portfolio financials.
What Levelup Does
Levelup connects directly to your clients' accounting software, pulls in their financial data, and standardizes it so you can compare companies side by side. Here is the core workflow:
- Connect accounting software -- Link QuickBooks Online or Xero accounts through a secure OAuth connection.
- Automatic data sync -- Levelup pulls in financial statements (income statement, balance sheet, cash flow) and keeps them up to date in the background.
- AI-normalized chart of accounts -- Every company's accounts are mapped to a standardized chart of accounts so you can make apples-to-apples comparisons across your portfolio.
- 30+ KPIs calculated automatically -- Profitability, liquidity, leverage, efficiency, and advanced metrics (such as Altman Z-Score and Piotroski F-Score) are computed from the normalized data.
- Portfolio dashboard -- View all your companies in one table with sortable columns, filters, labels, and a visual Pulse view.
- Reporting and collaboration -- Generate reports, share companies with other organizations, and invite your team to collaborate.
Who Levelup Is For
Levelup is designed for professionals who oversee financial data across multiple businesses:
- Accounting firms managing a book of clients
- Lenders and banks monitoring borrower portfolios
- Investors and private equity firms tracking portfolio companies
- Franchisors overseeing franchisee financials
- CFOs and controllers managing multi-entity organizations
Key Areas of the Platform
After signing in, you will find these main areas in the sidebar navigation:
- Companies -- Your portfolio dashboard where all connected companies are listed with their financial metrics.
- Integrations -- Where you connect and manage your QuickBooks Online and Xero accounts.
- Organization -- Settings for your workspace, team members, company labels, sharing, reports, and consolidations.
- Billing -- Manage your subscription plan, payment methods, and billing history.
- Inbox -- View notifications and alerts related to your portfolio activity.
- Settings -- Your personal profile and notification preferences.
Next Steps
Ready to get started? Continue with the following guides:
- Creating Your Account -- Sign up and verify your email.
- Setting Up Your Organization -- Create your workspace.
- Inviting Team Members -- Bring your colleagues on board.
- Connecting Your First Integration -- Link your accounting software.
- Understanding Your Portfolio Dashboard -- Navigate the company table.
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