Advisory Services Made Simple

Create efficiency in your practice and grow your advisory services with automated and white-labelled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more.

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ProfitSee integrates with Xero and QuickBooks Online with an automatic, nightly sync, you can rest assured that your data will be real-time, all the time. This means that when you schedule reports, they will be created with relevant data, and your KPI notifications will help you beat your clients to the phone. Being proactive and understanding what your clients’ financials look like, and how to solve problems before they become issues will make you indispensible.

Financial Reporting

KPI Monitoring

Cash flow Forecasting

What-if Scenarios



Consolidation & Franchising

and more

CASH FLOW Forecasting Made Simple

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. Provide your SME clients with forecasting services that matter to their businesses.

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What people are saying

"I was really excited to use ProfitSee as a virtual CFO. It far surpassed my expectations. I absolutely love the reporting features and the customer service is incredible! I definitely recommend it to my colleagues and potential end users."

Danetha Doe
Financial Strategist, Danetha Doe Consulting
Founder, Money & Mimosas
Voted Top 40 under 40 accounting professional by CPA Practice Advisor

Experience Makes a Difference

ProfitSee was founded in 2008 out of over 30 years experience in corporate turnarounds, acquisitions, and helping thousands of small and mid-sized businesses improve profitability. Our proprietary algorithms help you easily gain financial insights in the same ways Fortune 100s and global accounting firms help their clients.

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If you're ready for a live demo or have some questions you'd like answered, book a time with a Partner Success specialist here