A Virtual CFO at the Click of Your Mouse

A Virtual CFO at the Click of Your Mouse

Set and Monitor KPIs

Set and Monitor Key Performance Indicators

Dynamically Budget in Minutes

Dynamically Budget in Minutes

Proactively Monitor Cash Flow

Proactively Monitor Cash Flow

Other features include:

  • Business Strategies Simplified with The Scenario Tool
  • Real-time CPA Dashboard
  • Instantly Access the P&L and B/S
  • Track Performance Against Budget
  • Monitor AR/AP Instantly
  • Customizable Client Dashboards

CFO by ProfitSee and Xero

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What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.


How to Connect Xero and CFO by ProfitSee

Xero Add-On
1. Login to your CFO by ProfitSee account
2. Click add a company
3. Enter your Xero login information
4. Click connect and you’re done!
Graphic depicting how to connect