ProfitSee Pro offers both visualized reporting and business forecasting capabilities. With ProfitSee Pro, you can access your client's historical, present, and future financial insights in real time.

ProfitSee Pro is made specifically for CPAs and financial service professionals managing multiple clients, complete with risk ranking, daily forecasting, and key talking points. In addition to financial service providers, ProfitSee is built for individual business owners. ProfitSee provides a full view of the past, present and future of one company's financial health.

ProfitSee Pro is a software service for CPAs and financial professionals that instantly shows the overall financial health of all your clients in a single parent view. ProfitSee Pro offers risk ranking and daily forecasting, while presenting key financial insights for all of your clients.

ProfitSee is a software service for businesses that provides instant access to your company’s financial data and health. ProfitSee automatically syncs with and leverages your existing accounting data to help you see the past, present and potential future of your business in one comprehensive visual.

Both ProfitSee and ProfitSee Pro are integrated with your QuickBooks through an automatic sync. Anytime you update QuickBooks, the data is available in your ProfitSee account.

Absolutely. We partner with large and small CPA firms who offer our software to their employees and clients. Please contact our sales team at sales@myprofitsee.com for a demo.

Check out our free webinars and recorded video demonstrations of the product on our website and YouTube channel.

ProfitSee allows you to set permissions for all of your users.  For more information, watch our tutorial on YouTube.

All additional companies can be added to your ProfitSee Pro account by purchasing a Pro Sync license. This license can be purchased for $20 on the Intuit App center or on our website. Once this is completed, ProfitSee will sync the company information into your Pro account.

You can extend or cancel your subscription. If you would like to extend beyond your free trial, just click on the ‘Order now’ link on the top of this page and follow the step-by-step instructions so you can choose the version of ProfitSee or ProfitSee Pro that is right for you.

Your financial data is in good hands. All log-ins and passwords are encrypted. The server checks the authentication credentials but does not store them in either encrypted or decrypted form. Security credentials are not viewable by anyone, including ProfitSee employees.

The sync set-up will take you less than 10 minutes and only needs to be done once. Once this is done, your QuickBooks data will automatically load and sync with your ProfitSee Pro account. Every time you enter new financial data into QuickBooks, you will see it fully reflected in your ProfitSee Pro account. Call us at ProfitSee today- we will get your account and financial data synced: 866 668 6510