Overview
Levelup provides SMBs with the best financial intelligence tools on the planet. One source of truth for every company in your portfolio. Ideal for accounting firms, VC's, PE's, family offices, multi-entity organizations, and franchises. We’ve made SMB financial intelligence easy. View your entire SMB portfolio in one dashboard. Take a deep dive into each of your portfolio companies.
We are currently running a Private Closed Beta but expect to be opening a Public beta by October 2025.
Levelup + Xero
Chart of Accounts: We bring in the Organization chart of accounts... so that we can properly organize the financial information from the Income Statement and Balance Sheet
Income Statement: We bring in across many reporting periods so that we can provide analysis (KPIs & comparison) to the end user of our platform.
Balance Sheet: We bring in across many reporting periods so that we can provide analysis (KPIs & comparison) to the end user of our platform.
Getting started
Simply Click on the Add Company button and then you'll be redirected to allow Xero to connect with Levelup and bring in all the data needed
