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Description
Become accustomed to creating reports and updating data feeds from Xero and QuickBooks Online. This strategy enables accountants and business owners who appreciate data to continue utilizing their personalized Excel reporting packs. By serving as a seamless conduit for transferring data from a spreadsheet to Xero and QuickBooks with just one click, along with your spreadsheet as a supporting document—be it a journal entry, invoice, bill, purchase order, or bank transaction—you can enhance your workflow. Enhance your spreadsheet's cloud functionality and maintain your established reporting pack without requiring your staff to learn new reporting systems—after all, nothing compares to Excel! Experience quicker report generation across all clients, which can lead to reduced costs and opportunities to engage new clients transitioning to cloud solutions. Furthermore, consider investing in a comprehensive reporting pack for your practice or a consolidation model for multiple companies, allowing you to easily refresh and update values using DataDear. This will not only streamline your processes but also improve the overall efficiency of your financial reporting endeavors.
Description
Enhance the efficiency of your practice and expand your advisory offerings through automated, white-labeled financial reporting, cash flow projections, analytics, key performance indicators, budgeting, consolidations, and more. Regardless of whether your clients utilize Xero, QuickBooks Online, or other cloud accounting systems, ProfitSee equips you with the ability to obtain valuable real-time insights that truly impact your business. Our platform features an automated nightly synchronization, ensuring that the data at your disposal is always current and precise. Each time you generate reports, establish KPI notifications, or grant access to the online client dashboard, you can be confident that you are working with the latest and most pertinent information, allowing you to effectively manage your clients’ cash flow, respond swiftly to their needs, and proactively identify future possibilities. Instead of relying on basic “percentage increase or decrease forecasts” that often fall short, ProfitSee delivers sophisticated forecasts that are rooted in historical data and aligned with upcoming business strategies, emulating the practices of leading global accounting firms and major Fortune 100 companies. By utilizing these advanced tools, you position yourself to not only serve your clients better but also to elevate your own practice's status in the competitive advisory landscape.
API Access
Has API
API Access
Has API
Pricing Details
$35 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
DataDear
Country
Malta
Website
www.datadear.com
Vendor Details
Company Name
ProfitSee
Country
United States
Website
www.myprofitsee.com/en/index.html
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Product Features
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement