ProfitSee Pro and ProfitSee for Large Accounting and Consulting Firms:
Powerful Financial Analytics, Simplified
Current financial analytic tools are complicated, time-consuming and require hours of training. No more! ProfitSee and ProfitSee Pro take the inefficiencies out of fiscal and asset management. Provide the high-level advisory services your clients want, in half the time.
Always know your clients’ risk
ProfitSee Pro automatically ranks each of your clients from high to low risk. Instantly know the clients who most need your attention.
Quickly monitor your clients’ financial health
Help your clients navigate through key business decisions and performance. Make the most of their opportunities and minimize risk with automatic insights into your clients’ financials.
Real-time data
No more “financial information that arrives too late to make a difference.” ProfitSee Pro automatically monitors your clients’ accounting data. Track your clients’ financial health day-to-day, everyday.
Monitor accounts receivable and accounts payable, in real-time, from anywhere
Stay on top of outstanding and upcoming bills and invoices. ProfitSee Pro makes monitoring accounts receivable and accounts payable easy and accurate. Stabilize cash flow, improve banking relationships, vendor relations, and help build margin above breakeven. Increase your clients’ financial stability!
Instantly access key reports
Manage your clients’ Profit and Loss Statements and Balance Sheets from a single source. Spot trends quickly.
Business strategies, simplified
Do you want to run a marketing campaign, hire a new employee or expand your sales region? What is the impact on cash flow if you exhibit at the next trade show? ProfitSee’s Scenarios quickly offers the answers to critical business growth questions in minutes.
Say goodbye to complicated spreadsheets
Automated client financial data combines with ProfitSee’s scenarios to put an end to complex equations. Let ProfitSee do the work for you.
Evaluate your clients’ expenses
ProfitSee’s General Ledger automatically measures your clients’ spending against their annual budget. Track both trends and performance within margins you dictate. Quickly identify problem areas and fix them before they get out of control.
Real-time data
ProfitSee automatically monitors your clients’ accounting data. Track your clients’ finances day-to-day, everyday.
Provide critical sales and pricing insights
Help your clients make accurate sales and pricing decisions with ProfitSee’s Sales Wizard. Advise your client on profit margin and cash flow and how reducing or increasing pricing will affect their business.
Dynamic budgeting in 15 minutes
We know—building a budget can be a tedious task. Stop spending time collecting the needed data to create your clients’ budget. ProfitSee will create a budget for you, based on your historical financial data. Quickly adjust for seasonality and view trends in any account. ProfitSee makes it easy to adjust the budget for mid-year shifts.
Featured blog news
Welcome to our new
website
Welcome to the ProfitSee blog. In our first blog post we would like to tell you a little bit about who we are and what we have to offer. Our mission is to help you—the professional accountant, financial advisor or … Continue reading
