Easy business intelligence for small businesses.

Key benefits

  • Zero Setup. Save hours of time. Our pre-assembled dashboards instantly provide you with the data that you need. We've hand-picked the metrics that are most important for small businesses. No more complicated spreadsheets and misunderstanding of info.
  • Instant updates. No waiting for your data to refresh like with other business intelligence software. See where your business stands at any time.
  • Gain insights on individual products and services. Test correlations between marketing and sales.

How it works with QuickBooks

Startegy connects to QuickBooks Online and provides easy to understand, real-time analysis and reports of your financial data.


Startegy provides pre-assembled dashboards that show you key metrics for your business.

See how your expenses and sales are related with our correlation analysis tool. Want to see if your marketing spend is correlated with higher sales? You can with Startegy.

Receive a weekly email report detailing your key business metrics. Always know where your business stands.



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Start your 30 day trial now. No credit card required. Instantly pull your QuickBooks information into Startegy's business intelligence solution.

Monthly $27/month 1 Business intelligence for financial decisions.
Annual $20/month, billed annually 1 Save money by signing up for the annual plan.

Feel free to contact us anytime at or call the number listed below. You can also visit our help center at

(415) 857-1381
Online support:


Is my data secure?
Very. Your data is protected in transit by a 256 bit encryption (bank level encryption) and is stored on high-security 3rd party servers. We regularly verify that the secure nature of the site is maintained.
What QuickBooks data is synced with Startegy?
Startegy syncs with you company historicals to provide a baseline for constructing your forecast. Startegy also pulls relevant data to be able to assist in the setup of your forecast.
Do you offer a trial?
Yes. Click "Get App Now" to start your 30-day trial, no credit card required.