Compile - Quota

Compile

Gain total transparency across businesses, groups, and industries - on demand, in real time

Quota Compile algorithmically generates real time compilations of each connected business, then compares those outcomes with calculated industry benchmarks and, if relevant, grouped business performance.

This allows owners, accountants, advisors and supporters to get the relevant data they need to power better critical decision making.

Compile automatically connects to any businesses’ general ledger through their cloud accounting application.

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, calculations and reports any accountant or owner needs.

Simple

Easily integrated into any combination of Xero, XPM and Quickbooks, Compile is a plug-and-play insight solution that automatically syncs with your General Ledger and associated Banking, AR and AP processes.

Accurate

Compare numbers and get predictive insights through highly accurate, industry-wide and hyper-local NAICS benchmarking, instantaneous GIFI coding, market-led triggers and more.

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.

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, de-risk potential investments or validate critical 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.

Create 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.

Easy 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.

Enterprise-level Quota instances, each with their own compartmentalized data management, staff controls and deep insights

Designed for organizations with multiple locations, agreements and policies, our enterprise features scale to fit your organizational structure and provide granular access authorization controls. Power enterprise-level insights with our incoming Sightline tools.