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