Xero + ProfitSee

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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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.


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.

What-if Scenarios

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.

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PDF Reports

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.

Automated Reporting

Schedule your customized, white-labeled reports to be automatically sent to clients at any desired frequency.

Client Dashboards

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.

Real-Time Analysis

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.

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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.


Compare and analyze how your clients are performing against one another. Traditional benchmarking data can be costly and too dated to be effective. Provide your clients real-time benchmarking insights that make a difference.

Benchmarking Metrics
Use both financial and non-financial metrics to measure how your clients’ businesses are performing compared to one another.

Blind Labeling
Blind label reports to provide to each of your clients. Let them see how they are performing against others in their sector, or other locations of their franchise, while keeping others’ identities confidential.


Holding companies, franchises, and businesses with multiple profit centers have unique financial reporting needs. Whether these companies are operating out of separate accounting files or utilizing classes or tracking categories, provide consolidated reporting, forecasting, and analytics with ease.

Consolidated Reporting
Track, monitor, and report the financials of companies with multiple locations that need a financial reporting solution. Provide your clients with actionable financial insights that matter.

Franchise Reporting
Franchises have unique financial forecasting and reporting needs. Serve franchises with ease using our advanced consolidation for financial analytics, forecasting, and reporting. ProfitSee helps you get your clients to a successful financial future.

Seamless Integration

The sync between Xero and ProfitSee is simple and instantaneous. This allows you to manage your clients' financials with real-time data. Update your clients' Xero file and automatically see the changes in ProfitSee. Access up-to-the-minute financial statements with Xero and ProfitSee.

What is Xero?


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.

Work Together

Invite your team and work together on financials. Easily collaborate with your up-to-date financials. 

Real-Time Cashflow

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.

How to connect Xero and ProfitSee







Find a step by step tutorial on our support portal!