Save time with automatically generated budgets for your clients. Instantly account for seasonality, trends, and anomalies.
3 Way Cashflow Forecast
Now you can forecast all cash movements for the business, including VAT and GST. Give your clients a true view of their financial future.
Instantly show your clients how strategic business decisions will affect future cash flows.
Provide your clients with the financial insights they need. With our white-labeled reporting options you can provide your clients the information they need to know.Watch A Demo
Generate and customize PDF reports directly within ProfitSee. Download the reports for your next meeting or email them directly to your clients within the app.
Schedule your customized, white-labeled reports to be automatically sent to clients at any desired frequency.
Create custom, white-labeled dashboards for your clients to access their financials instantly from your website.
Business Owner Mobile App
Provide a white-labeled mobile app to your clients so they can track the financial insights they want to know on a daily basis, wherever they are, right from their smartphone or tablet.
Track real-time performance against forecasts and help your clients grow their business with actionable financial insights.
Track the financial health of all your clients on a daily basis. ProfitSee uses bank calculations to risk rank all of your clients so you can see which need your attention most.
Build, track, and monitor financial and non-financial KPIs for your clients. Set alerts when they fall outside of your desired range.
Provide your clients with instant financial insights generated automatically from their books. Help them easily understand what is really going on in their business.
Drill down into the financial statements and quickly identify problem areas before it’s too late.
Provide your clients with a real-time, estimated value of their business.
To project where a company is heading, you must first understand from where it came. Provide your clients with historical and real-time financial reports to help their business thrive.Watch A Demo
Compare current financials with historical performance to identify trends.
Instant Financial Statements
Provide your clients their P&L, Balance Sheet, and Cash Flow Statement with ease.
Xero is easy to use online accounting software that's designed specifically for small businesses.
It's All Online!
So you can work when and where you want to. Just login with your PC, Mac, or Mobile.
Invite your team and work together on financials. Easily collaborate with your up-to-date financials.
Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time!
Xero has all you need to run your business - including invoicing, paying bills, sales tax, returns, reporting, and more.