Taking your Xero data and completely evolving it, ProfitSee goes 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 who are already using Xero 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.
Instantly show your clients how strategic business decisions will affect future cash flows.
Track real-time performance against forecasts and help your clients grow their business with actionable financial insights.
Build, track, and monitor financial and non-financial KPIs for your clients. Set alerts when they fall outside of your desired range.
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.
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.
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.