Xero + ProfitSee

Efficiently provide proactive advisory services to SME clients with automated & white-labeled budgeting, forecasting, reporting, consolidation, KPIs, and more!  

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Take Your Services to the Next Level

Grow your services beyond tax and audit. The ProfitSee Product Suite makes it easy to provide high-level insights though KPIs, Scenarios, Automated Reports, Forecasted P&L and Balance Sheets, Smart Budgeting and more! Whether you have been doing this for years or just starting out ProfitSee has solutions to fit your needs. You can take your client's financial information to the next level!

Complete Financial Insights

Having real-time data at your fingertips allows for better advising. Instantly access your clients' financial reports from any computer. Use ProfitSee's forecasting and analytic tools to provide instant financial insights to your clients. Reporting, budgeting, forecasting, and more are easy. Provide your clients the insights they want and need to increase profitability.

The Perfect Cloud Solution

Access ALL of your clients' data anywhere, on-demand. Don't restrict yourself with software that requires desktop access, remote servers, or sending backup files back and forth. Manage all of your clients accounting and financial needs with ease.

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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.




How to Connect Xero and ProfitSee