Time saved
Speed to insight
Multi-location visibility
Save hours on reporting
Standardize reporting across every acquired unit, on whatever ERP they came in on. Give your sponsor and operators one consolidated source of truth.
See the full picture instantly
Open the next location without adding the next finance hire. SiteLevel scales with you so every new site is reporting like the rest from day one.
Scale without added complexity
Standardize reporting across franchisees while keeping full visibility and control.
Reporting
Automate reporting workflows
Create content using real time financial data from your ERP, combined with operational metrics, budget data and AI insights.
Build P&L and custom reports that update themselves
Roll forward recurring presentations with one click
Audit every detail with transaction level data
AI Analyst
Analyze your data in seconds
Our AI analyst is trained on multi-unit businesses, and surfaces insights to drive unit economic improvements.
Chat that can create assets and run analysis
Assets created can be edited and used
Specifically trained for multi-site finance
Integrations
Seamless integrations and exports
We integrate with the main data sources multi-site finance teams run on. We're constantly adding new integrations, if yours is not on the list, reach out.
ERP integrations to pull closed book financial data
HRIS, CRM and other integrations to pull in operational data
AI powered importers to automatically map any excel files
Senior living
Medical spa
Veterinary services
Concierge medicine
Quick service restaurants
Dental clinics
Kevin, CFO Zarminali Pediatrics
AI Analyst trained for multi unit
Our AI analyst knows all your locations, transactions, reports and more. Specifically trained for multi-site operators and finance teams it can help with everything from diving deep into site level performance, company wide trends or generate ad hoc reports for you.
"Whether I'm asking for a P&L walkthrough, a location comparison, or just 'why did margin move,' Sitelevel already understands enough about my business to answer like a teammate, not a search bar."
Director of FP&A, Aesthetic Partners
No integration needed, we already work with the tools you use
We integrate with a number of tools including ERP systems, Human Resource Information Systems (HRIS), Data warehouses and BI tools. For everything else, our AI powered excel import allows you to upload and automatically map your custom data to however you want to report.
Netsuite
Cloud ERP Software
Odoo
HRIS
Sage intacct
Cloud ERP Software
Restaurant 365
Cloud ERP Software
Workday
HRIS
Excel Import
AI assisted Excel Import
Quickbooks
Cloud ERP Software
UKG Pro
HRIS
ADP
HRIS
Custom Source
Custom Data Sources
