Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Symfio is a cloud-driven platform designed to streamline financial reporting, analysis, forecasting, and planning for businesses and finance departments. By integrating with accounting systems and various financial data sources, it consolidates information into a singular location for effective reporting and financial oversight. Symfio offers direct connections to accounting software via APIs or SQL and supports data import from Excel and other formats. The platform features interactive dashboards, comprehensive reports, financial metrics, cash flow projections, and planning resources. Finance teams have the ability to evaluate actual performance against planned metrics and forecasts, manipulate data at varying levels of granularity, and distribute insights to management, colleagues, and investors seamlessly. Additionally, this enhances collaboration and ensures that all stakeholders have access to up-to-date financial information.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

No images available

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

$200/month
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

Symfio

Founded

2017

Country

Czech Republic

Website

symfio.app

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