Making money means understanding how it’s made.
Ceterus Insights delivers real-time, franchise-wide reporting and analytics so you can identify opportunities, ensure compliance, and guide your brand’s future with absolute clarity.
- Collect and map franchisee financials
- Analyze and consolidate
- Gives franchisees unparalleled insights
Features
Ceterus Insights turns your financial data into clear, actionable intelligence.
Built for franchise systems, Ceterus Insights gives both franchisors and franchisees instant visibility into performance.
Interactive dashboards allow you to see benchmark comparisons, trend reporting, and drill-down visibility into every location.
AI Powered Insights & Coaching help you understand not just what happened, but why it happened. Use it to assist in business coaching or to get a better understanding of franchisee performance.
Export data to other business intelligence tools to quickly analyze financial and operational metrics together.
FDD Item 19 Support allows for consistent, accurate financials for reliable preparation and filing of Item 19 disclosures.
Actionable Cohort Intelligence allows for location segmentation by region or to analyze individual franchisees against monthly trends, annual performance, and network averages.
Integrations
Ceterus Insights Pro works seamlessly with QuickBooks Online, other accounting formats, and Ceterus Bookkeeping.
For franchisors, Ceterus automatically collects submissions, whether from Ceterus Bookkeeping users, QuickBooks Online, or manual uploads, helping to centralize everything in one clean, compliant platform
Ceterus Bookkeeping is better for franchisors too.
Partner with Ceterus to make bookkeeping and reporting one less thing for your franchisees to deal with.
- 100% submission
- 100% COA compliance
How It Works
5 ways Ceterus Insights keeps you on top of your books at all times:
1
Collects your financials automatically
Ceterus Insights pulls data directly from connected locations, eliminating the need for manual reporting or follow-ups
2
Normalizes and standardizes your data
Every location’s financials are coded to a consistent, franchisor-approved Chart of Accounts so you can compare apples to apples across your system
3
Delivers real-time dashboards and benchmarks
View P&L, balance sheet, cash flow statements, trend lines, and KPIs for any location, group, or your entire brand, updated the moment the books close
4
Lets you drill deeper when you need clarity
With one click, you can dig into specific accounts, transactions, or performance shifts to understand exactly what’s driving outcomes
5
Exports and reports in seconds
Create compliance reports, performance summaries, or location snapshots without waiting on your team or bookkeepers.
Why Ceterus Insights
Created to help franchise networks see the big picture with just a glance.
- Purposely-built for franchises
- Real-time clarity across every location
- Accurate data you can act on
- Simple, intuitive, and built for busy operators
- AI insights that give you summaries with actionable insights
