ProfitSee helps accountants, bookkeepers, and consultants provide proactive advisory services to their SME clients. Create efficiency with automated and white-labeled budgeting, forecasting, reporting, consolidation, franchising, KPIs, and more.Watch a Demo Start a Trial
Whether you are already providing advisory services or just starting out, ProfitSee has the tools to help you provide your business clients the financial insights they need to thrive. Join the thousands of accountants, bookkeepers, and consultants worldwide that are providing their SME clients with financial insights that make a difference. ProfitSee’s reports, analytics, and forecasting tools give you the ability to efficiently automate and white-label your services to provide value to your clients
Reporting & Analysis
KPI Tracking & Monitoring
Franchising & Consolidation
"I was really excited to use ProfitSee as a virtual CFO. I signed up for the trial and tested it on my company. 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
Staying up to date is critical in the changing accountancy world. From industry changes, educational content, and company updates, the ProfitSee Academy hosts it all.
ProfitSee is the first and currently the only Financial Forecasting and Budgeting tool to be accredited by the Institute of Chartered Accountants of England and Wales (ICAEW).…
The Institute of Certified Bookkeepers is pleased to announce the official accreditation of ProfitSee, a SaaS product that gives bookkeepers the tools needed to easily provide advisory services to the…