Dealer Financial Statement Analysis Software: Options
There are five kinds of tools a franchised dealer can use to analyze a financial statement: 20 Group composites, DMS analytics, CPA firm reviews, single-department tools, and statement-reading software like Pocket20. Each one reads different data, on a different schedule, for a different price.
This comparison uses what each provider publishes about itself, as of October 2026.
1. 20 Group composites (NADA 20 Group, NCM Associates)
What it reads: your factory statement, combined with the other members' statements in a composite.
What you get: a composite comparing you to the group's average and best performers, plus in-person meetings. NCM's "Reality Check" colors more than 50 key items green or red against its benchmark.
Price: NADA publishes $245 to $480 per month per rooftop, plus a $350 setup fee. NCM does not publish prices.
Best for: peer accountability and networking.
Sources: NADA 20 Group, NCM Benchmark Reports.
2. DMS analytics (CDK Intelligence Suite, Tekion Advanced Analytics)
What it reads: your DMS data, inside that DMS.
What you get: dashboards and KPI reports. CDK adds "Dealers Like Me" peer benchmarking against stores of similar size and market. Tekion offers consolidated financial statement views and gross profit monitoring.
Price: not published.
Best for: day-to-day reporting for stores already on that DMS. It doesn't help a group that runs more than one DMS.
Sources: CDK Intelligence Suite, Tekion Advanced Analytics.
3. CPA firm statement reviews
What it reads: your statements and books, reviewed by a dealership accounting practice. Crowe, for example, offers a financial statement analysis service for dealers.
What you get: an advisor's review, often alongside tax and audit work.
Price: set by engagement.
Best for: stores that want an accountant's view tied to tax and year-end planning.
Source: Crowe Navigator for Dealers.
4. Single-department tools
What it reads: one part of the store. DealerPulse, for example, covers F&I only: penetration, per-unit reserve and coaching.
Price: DealerPulse publishes $99 per month for one rooftop and $299 for up to 10.
Best for: a focused fix in one department.
Source: DealerPulse on Capterra.
5. Statement-reading software (Pocket20)
What it reads: your own factory financial statement PDF, every printed line, with no DMS connection.
What you get: every line measured against national benchmarks with a named source, missed gross and net opportunity ranked in dollars, the math and the source on every fix, operator-written questions that walk each number back to its cause, and next month's statement showing whether the dollars moved. It reads Ford, GM, Stellantis and Honda statements, with group roll-ups across rooftops.
Price: per rooftop, per month. See pricing.
Best for: owners, GMs and controllers who want the whole statement read every month, ranked in dollars, without travel or a DMS project.
How to choose
Want peers and meetings? A 20 Group.
Want daily dashboards inside your DMS? Your DMS's analytics.
Want an accountant's review? A CPA firm with a dealership practice.
Want one department fixed? A single-department tool.
Want your whole statement read every month, ranked in dollars? Pocket20.
Many stores use more than one. A ranked fix list from your own statement makes a 20 Group meeting or a CPA review more useful, not less. See Pocket20 vs. a 20 Group.
See it on your own statement
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