Name

Todata Analytics

Legal name

Todata Analytics LLC

Website

https://todata.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. SaaS Dashboard Subscriptions: Todata operates on a subscription SaaS model, providing fully managed, live business intelligence dashboards. No per-user licensing fees are charged — entire teams have access to insights under the subscription. The company handles all setup, ETL, and maintenance as part of the service.
2. Managed Services: All implementations include professional ETL, dashboard setup, and ongoing maintenance handled by Todata's team, bundled into the subscription. Clients pay no additional costs for the operational lift of managing the solution.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels7 records

Core offering

Todata Analytics provides a fully managed business intelligence platform that connects 60+ disparate data sources (CRM, finance, CTMS, HR/payroll, spreadsheets) into live, interactive dashboards with no migration or new software logins required. The company delivers industry-specific solutions under its proprietary Grades framework: CPAGrades for accounting firms, SiteGrades for clinical research sites, and LawFirmGrades for law firms, each embedding vertical-specific KPIs. Tod AI, an embedded HIPAA-compliant AI layer, allows users to query connected business data in plain English with cited responses. Todata handles all ETL, data modeling, dashboard maintenance, and updates as part of a flat subscription with no per-user licensing fees.

Product overview

Todata Analytics is a unified business intelligence platform that operates as a core platform plus industry-specific module architecture. The main Todata Platform connects to existing systems (no migration required) and powers three branded Grades products: CPAGrades for accounting firms, SiteGrades for clinical research sites, and LawFirmGrades for law firms. All solutions include the optional Tod AI module—an AI-powered assistant that provides natural language querying and anomaly detection across connected data. The platform is fully managed with no per-user licensing fees.

Differentiator

Problem solved

Functional benefit

Brands

• CPAGrades: Business intelligence solution for CPA firms providing real-time dashboards for practice management, client profitability, realization rates, and capacity planning.
• SiteGrades
• LawFirmGrades
• Tod AI

Products and services

• Todata Platform Unified business intelligence platform that connects 60+ data sources (CRM, finance, CTMS, HR, payroll, spreadsheets) into real-time dashboards without requiring migration or new software, with fully managed ETL, data modeling, and maintenance and no per-user licensing fees. Powers the Grades industry solutions and the Tod AI layer.
• CPAGrades Business intelligence solution for CPA and accounting firms that connects practice management, time and billing, and accounting systems (CCH Axcess, QuickBooks, Thomson Reuters, IRIS Star, Practice Engine) into real-time dashboards using a six-metric framework (Gross profit, Realization, Affiliation, Days to pay, Expenses, Seasonality) for client and firm performance.
• SiteGrades HIPAA-compliant business intelligence platform for clinical research sites that connects CTMS, finance, HR, and operational systems (Advarra, CRIO, Complion, Paylocity) into dashboards for enrollment performance, resource allocation, exam room utilization, and financial metrics across trial portfolios and site networks, using a six-metric framework (Gross profit, Revenue, Paced ratio, Database/recruitment, Enrollment vs. contracted, Studies per coordinator).
• LawFirmGrades Business intelligence solution for law firms that connects practice management and time tracking software to provide dashboards for matter performance, realization, attorney capacity, and practice area profitability.
• Tod AI HIPAA-compliant AI assistant embedded in every Todata dashboard that answers complex business questions in plain English using the client's connected real data, with cited responses, anomaly detection, pattern recognition, contextual awareness, and cross-conversation memory. Operates with read-only access and does not alter source data.

Quantifiable outcome

• Average +2% increase in realization within 6 months for CPAGrades clients
• +6 more outcomes

Named customers11 records

Segments9 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration24 records

AI capability5 records

Feature4 records

Partnerships

Three partnerships are on record, tiered core.

• CRIOcoreGTM or Marketing Partner · 21 January 2026CRIO, a leader in eSource technology for clinical research, formed a strategic partnership with Todata establishing SiteGrades as an analytics and reporting solution partner within CRIO's Partners Program. CRIO customers gain access to SiteGrades' real-time dashboards for enrollment performance, exam room utilization, and financial metrics, with no per-user licensing fees and seamless connectivity to financial systems, HR platforms, and other data sources. The partnership incorporates Tod AI within HIPAA-compliant frameworks. Integration available immediately.
• Tekton ResearchcoreStrategic or Co-development PartnerTekton Research selected Todata's SiteGrades platform and Tod AI layer as its enterprise business intelligence solutions to support expansion to over 25 research sites. The analytics tools aim to streamline data analysis and capacity planning across Tekton's growing network, especially in neurology, cardiometabolic, and vaccine research. Deployment enables faster decision-making and safer AI integration within Tekton's operations.
• AMR ClinicalcoreStrategic or Co-development PartnerAMR Clinical, a research site organization operating over 30 U.S. locations, implemented Todata's SiteGrades to improve operational efficiency across its network. The solution consolidates performance data and uses compliant AI analysis to support faster decision-making and maintain operational excellence. The collaboration standardizes performance and optimizes resource use as AMR Clinical expands.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Looker (Google Cloud): Looker is a Google Cloud BI platform with a governed semantic modeling layer. As a broad incumbent, it competes for the same enterprise data integration and analytics spend that Todata targets.
• Tableau (Salesforce): Tableau is a leading general-purpose BI and visualization platform, now owned by Salesforce. It is a broad incumbent whose vertical templates and AI features (Tableau GPT) increasingly overlap with Todata's industry-specific Grades products.

Direct peers

• Databox: Databox is a dashboarding and KPI-tracking platform for SMB and mid-market operators across many verticals. Like Todata, it targets non-technical business users with pre-built integrations and pre-built dashboard templates.
• ThoughtSpot: ThoughtSpot is an AI-powered analytics platform built around natural language search and embedded AI agents. Its AI-first BI approach makes it the closest peer to Todata's Tod AI roadmap and similar mid-market/enterprise buyer profile.
• Sisense: Sisense is an AI-driven analytics platform that combines data modeling, ETL, and embedded dashboards for business teams. Its emphasis on managed data pipelines plus embedded AI parallels Todata's fully managed, AI-augmented BI model.
• Domo: Domo is a cloud-based BI and analytics SaaS platform targeting business users and mid-market/enterprise operators. Like Todata, it sells a subscription dashboard product to multi-vertical business buyers rather than IT — making it the closest direct functional comparable.
• Sigma Computing: Sigma is a cloud BI platform that runs directly on the data warehouse with a spreadsheet-style UI for business users. Comparable to Todata in its no-migration, business-user-friendly positioning and mid-market/enterprise target buyers.
• Mode Analytics: Mode is an analytics platform combining SQL-native data exploration with business-friendly dashboards and reporting. Comparable to Todata in its hybrid self-serve/managed data workflow model and focus on business stakeholders.
• Klipfolio: Klipfolio is a cloud BI/dashboarding tool aimed at SMB and mid-market operators with pre-built integrations. Comparable to Todata in its vertical-agnostic, mid-market SaaS dashboard positioning and managed-connectors approach.

Others

• Microsoft Power BI: Microsoft Power BI is the underlying platform Todata builds on, and also a competing BI product. It is the platform of record and represents both an enabling technology and a competitive threat given Microsoft Copilot investments.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/todata

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Todata Analytics