Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Redwood Reporting automatically delivers critical reports when, where, and how they are most needed. This eliminates the frustration, lost time, and errors that can be caused by manually accessing, calculating and mapping information from different systems and data sources.
Redwood Reporting offers:
* Access to reports via a browser from almost any application with intuitive, browser-based access
* Push and pull options allow users to instantly access historical and new report content whenever they need it
* Optional analysis, decollation and conversion of report content prior to distribution to support business or security rules
* Automatic assembly of sections taken from different reports sources into personalized, unified documents for distribution via email and publication
* Robust APIs allow for easy integration with existing business apps and instant content access
* Report access can be easily managed using security tools already in the user enterprise
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
Record-to-Report Automation by Redwood
RunMyJobs by Redwood
Tungsten Capture
Xero
Integrations
Microsoft 365
QuickBooks Online
QuickBooks Online Advanced
Record-to-Report Automation by Redwood
RunMyJobs by Redwood
Tungsten Capture
Xero
Pricing Details
No price information available.
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
ProfitSee
Country
United States
Website
www.myprofitsee.com/en/index.html
Vendor Details
Company Name
Redwood Software
Founded
1992
Country
United States
Website
www.redwood.com/report-distribution
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
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