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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REAL-TIME, ALL THE TIME

Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities

Financial Reporting

Financial Reporting

KPI Monitoring

KPI Monitoring

Cash flow Forecasting

Cash flow Forecasting

What if Scenarios

What-if Scenarios

Budgdeting

Budgeting

Benchmarking

Benchmarking

Consolidation & Franchising

Consolidation & Franchising

and more

and more

CASH FLOW FORECASTING MADE SIMPLE

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


danetha doe

"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
www.danethadoe.com

 

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EXPERIENCE MAKES A DIFFERENCE

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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