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.
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Pricing
Free Trial:
Free Trial available.
Integrations
Company Information
ProfitSee
United States
www.myprofitsee.com/en/index.html
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Product Details
Platforms Supported
Cloud
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?
ProfitSee works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does ProfitSee support in their product?
ProfitSee supports these languages: English.
Q: What kind of support options does ProfitSee offer?
ProfitSee offers support via phone support and online.
Q: What other applications or services does ProfitSee integrate with?
ProfitSee integrates with: QuickBooks Online Advanced, QuickBooks Online, and Xero.
Q: What type of training does ProfitSee provide?
ProfitSee provides training in the form of documentation, live online, webinars, and in person.
Q: Does ProfitSee offer a free trial?
Yes, ProfitSee offers a free trial.
ProfitSee Product Features
Financial Reporting
"What If" Scenarios
Supported
Balance Sheet
Supported
Cash Management
Supported
Consolidation / Roll-Up
Supported
Forecasting
Supported
Multi-Company
Supported
Multi-Department / Project
Supported
Profit / Loss Statement
Supported
Audit Trail
Not Supported
General Ledger
Not Supported
Income Statements
Not Supported
