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.

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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


Three-way Forecasting

What-If Scenarios

KPI Tracking & Monitoring


Franchising & Consolidation

And more!

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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Sophisticated 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. 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."

Danetha Doe
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.

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ProfitSee is an Accredited Software by the ICAEW

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).…

ICB Accredits ProfitSee

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…