Attract, empower and retain clients while increasing your margins
Reduce the time needed to complete accounting analysis, gain an innovative competitive advantage and increase your unique service offering in minutes
- Simple
- Smart
- Fast
Save time by simply automating the analysis
Quota Compile algorithmically generates real time compilations of each connected business, then compares those outcomes with calculated industry benchmarks. This allows accountants, business owners, franchisors and finance teams to instantly get the relevant data they need to power better critical decision making - with simple plug-and-play connections to the major Cloud Accounting providers.
Compile has been designed for accountants by accountants - and it's been rigorously tested in real accounting firms and in active businesses.
Simple
Easily integrated into any combination of Xero, XPM and Quickbooks, Compile is a plug-and-play insight solution that automatically unifies and syncs General Ledger, AP and AR processes.
Smart
Real-time calculations that make real sense - from cash flow to COGS, tax liabilities to payroll - Compile is able to show the real-time compilations and reports any accountant or owner really needs.
Fast
Compilations generate in seconds, categorized transactions update automatically, clients are onboarded with instant CSV import features, industry comparisons can be seen at a glance.
Progressive
We’re adding automated dynamic budgeting, monthly business reports, industry modelling and more - and they’ll all be universally available for every Compile connected business.
Adaptive
Add staff and business owners then quickly define access to the data they need. Create business groups - or onboard entire franchises - in seconds using Compile's intuitive admin controls.
Scalable
Add unlimited users and only pay for the businesses you connect. Scale your firm and our volumetric pricing adapts with your needs. All Compile accounts get access to our product suite as it rolls out at no extra cost.
“A CPA’s dream. Quota Compile automatically creates reports, calculations, compilations and industry benchmarks - allowing me more time to make more informed decisions”
Adam Clarke, CPA - Accountancy Director, huumans
90,000 real time business metrics distilled into 15 standard financial algorithms with custom capabilities
Access instant compilations across your connected businesses, broken down into key performance indicators using the latest categorized and uncategorized data or over custom historical periods. Use them to collaborate internally with you team, externally with advisors, or share access with business owners.
Customizable overviews of every single connected business at a glance, all in one place
See comparisons, reveal trends, notice seasonal behaviours and generate quarterly or annual summarizations to power financial reviews, capital discussions or validate planning decisions.
50+ benchmarks in over 700 industries validated against 1,000,000+ active businesses
Leverage the power of Touchstone per connected business to automatically deliver dynamic, intelligent benchmarks for each key business metric and ratio - that are deeply aligned to industry, location and seasonal variances.
The most powerful benchmarking engine in the market able to handle individual business, groups, franchises, industries and national / local geolocations.
Discover TouchstoneCreate groups of like businesses or onboard entire franchises to unlock inter-group benchmarks and insights
Use QCS and Touchstone to unify group averages and accumulations against combined benchmarks. Give secure group-level access to franchisors, financial leaders or supporters.
Custom map accounts to unify your cloud accountancy providers and gain direct comparisons
Get consistent, cross-compatible business data, regardless of provider or general ledger host through QCS. Control custom mapping to access accurate group or cross-platform benchmarks, compilations, budgets and reports. Upload existing CSV maps to onboard businesses in seconds.
A new standard in global financial business coding that handles historic and predictive financial values along with human variables such as headcount, square-footage and locality - designed by accountants for accountants.
Discover QCSEasy management of unlimited staff, owners and supporters - each with their own granular access settings - giving you complete control
Assign destructive or non-destructive access to every connected business, business group or instance. Create user groups by role, assign permissions and quickly add new collaborators when needed. Maintain secure access to connected business data using optional multi-factor authentication (MFA) and default AES-256 encryption.
Quickly define collaborators and their role, control access and assign permissions
From Franchisees to Franchisors, Group CFOs to complex shareholdings, Boards of Directors to Audit Teams, M&A Consultants to Brokers - however complex your clients businesses are, Compile can support them by providing the right access to the right people whenever they need it.