ProfitSee Reviews

ProfitSee Description

Automated and white-labeled financial reports, cash flow forecasting and analytics can help you grow your advisory practice. ProfitSee can help you gain real-time insight that makes a difference, regardless of whether your clients' data is stored on Xero, QuickBooks Online or any other cloud accounting platform. ProfitSee tools are automated to sync every night, so the data you use will always be current. The most current and relevant data will always be available when you schedule reports, set KPI alerts or give access to the online client dashboard. This allows you to manage clients' cash flow, beat clients to the phone, and create future opportunities. Don't limit yourself to simple "percentage increase/ decrease forecasts". ProfitSee automatically generates forecasts using historical performance and upcoming business strategy in the same way as global accounting firms or Fortune 100s.