+
+

Related Products

  • ZenTreasury
    9 Ratings
    Visit Website
  • Martus
    187 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website
  • Premier Construction Software
    408 Ratings
    Visit Website
  • Dynamo Software
    71 Ratings
    Visit Website
  • Sage Intacct
    8,791 Ratings
    Visit Website
  • Melio
    2,212 Ratings
    Visit Website
  • Kantata
    2,341 Ratings
    Visit Website
  • FISPAN
    5 Ratings
    Visit Website
  • Epicor Financials
    Visit Website

About

Create efficiency in your practice and grow your advisory services with automated and white-labeled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more. Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities. Go beyond simple “percentage increase or decrease forecasts” that miss the mark. ProfitSee automatically generates forecasts based on historical performance and upcoming business strategies in the same ways as global accounting firms and Fortune 100s.

About

Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses searching for a solution to improve their services and increase sales

Audience

Investors and companies requiring an automated solution to manage financial due diligence and reporting

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

ProfitSee
United States
www.myprofitsee.com/en/index.html

Company Information

gini
United States
www.gini.co

Alternatives

Alternatives

Fathom

Fathom

Fathom Applications
PackHedge™

PackHedge™

FinLab Solutions SA

Categories

Categories

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Supported
Xero Supported

Integrations

QuickBooks Online Supported
QuickBooks Online Advanced Not Supported
Xero Not Supported
Claim ProfitSee and update features and information
Claim ProfitSee and update features and information
Claim gini and update features and information
Claim gini and update features and information