Audience

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

About ProfitSee

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.

Pricing

Free Trial:
Free Trial available.

Integrations

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Company Information

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

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Product Details

Platforms Supported
SaaS
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
Online

ProfitSee Frequently Asked Questions

Q: What kinds of users and organization types does ProfitSee work with?
Q: What languages does ProfitSee support in their product?
Q: What kind of support options does ProfitSee offer?
Q: What other applications or services does ProfitSee integrate with?
Q: What type of training does ProfitSee provide?
Q: Does ProfitSee offer a free trial?

ProfitSee Product Features

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Audit Trail
General Ledger
Income Statements