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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

In the fiercely competitive landscape of financial services, effective client communication must be exceptional and memorable. SS&C Vision FI (Financial Insights) offers a robust, all-encompassing solution for crafting, producing, and disseminating client communications seamlessly. This platform empowers personnel across your organization to generate top-notch reports in just a few minutes. Moreover, it supports your firm in delivering information to clients via their chosen channels, whether that be through print, email, or an adaptable online portal. By utilizing SS&C Vision FI, your organization enhances its agility and efficiency while effectively addressing evolving communication demands. Create and distribute impactful communications with ease. The array of design tools at your disposal provides your business teams with unparalleled flexibility, eliminating reliance on technical experts. You maintain complete oversight of every user's content, branding, style, and overall experience, ensuring that documents are readily accessible as soon as they receive approval. This streamlined process not only saves time but also enhances client satisfaction by providing timely and personalized communication.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
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

SS&C Technologies

Founded

1986

Country

United States

Website

www.ssctech.com/solutions/products-a-to-z/vision-fi-investment-reporting-software

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

Alternatives

Alternatives