# ProfitSee Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about ProfitSee Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/171634/ProfitSee --- # ProfitSee Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) ProfitSee ## What is ProfitSee? ProfitSee helps accountants, bookkeepers, and consultants provide proactive advisory services to their SME clients. Create efficiency for your practice and value for your clients with automated and white-labeled reporting, forecasting, budgeting, analysis, consolidation, franchising, KPIs, dashboards and more. Building your value-added services has never been easier. ## What is ProfitSee used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $18 Per Feature, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for ProfitSee?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.myprofitsee.com&name=ProfitSee) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### ProfitSee 4.8 (4) VS. [4.3 (711)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $18 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (4) Ease Of Use 4.2 (637) Value For Money 4.8 (4) Value For Money 4.0 (544) Customer Service 5.0 (3) Customer Service 4.0 (576) ## ProfitSee alternatives [4.2 (2,052)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [4.0 (608)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars Highest Rated [4.4 (3,307)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (674)](https://www.capterra.com/p/163115/Zoho-Books/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## FAQs about ProfitSee Overview ### What company size and specific industries is ProfitSee built for? ProfitSee is designed for accountants, bookkeepers, and consultants serving small to mid-sized businesses that need cloud-based financial forecasting and reporting. It fits professional services firms and organizations with budgeting, analysis, consolidation, and franchise reporting needs, rather than a single industry or enterprise-only use case. Features and Usability ### What are the key features of ProfitSee? ProfitSee offers a dashboard for tracking financial data, plus budgeting and forecasting tools, cash flow management, and “What If” scenarios. It also includes accounting integration, multi-company consolidation and roll-up, customizable reports, financial analysis, and real-time reporting for income statements, balance sheets, and profit/loss statements. Talk to an expert ### More questions? Ask our experts Integrations ### Which third-party tools and platforms does ProfitSee integrate with? ProfitSee integrates with QuickBooks Online and Xero for accounting and financial data connections. These two integrations cover the core platforms listed in the catalog and support syncing with widely used bookkeeping systems. Getting Started and Support ### What training and onboarding options does ProfitSee offer? ProfitSee provides in person training, live online sessions, webinars, and documentation to help teams get started. In person training supports direct instruction, live online sessions allow guided setup remotely, webinars cover scheduled topic-based learning, and documentation offers written reference material for self-paced review. Getting Started and Support ### What customer support options does ProfitSee offer? ProfitSee provides email/help desk, a knowledge base, and chat for customer support. Because no reviewer feedback on support is available, no user sentiment about response speed, helpfulness, or common frustrations can be stated. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Budgeting/Forecasting Create budgets based on historical data and future projections Cash Flow Management Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Cash Management Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Consolidation/Roll-Up Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting ProfitSee 14 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Alter the layout and content of reports Assembly of graphs and charts for visualizing and tracking statistics/metrics Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Manage the accounting and financial aspects of multiple locations or companies in a single location A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Receive data and information in real time Get Advice We can help you find the software with the features you need. Features 4.5 (4) 4.5 Based on 4 reviews ## Pricing Value for money 4.8 (4) Free Trial Basic $18.00 Per Feature,Per Month Value for money 4.8 (4) 4.8 Based on 4 reviews ## Integrations [ QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[ Xero](https://www.capterra.com/p/120109/Xero/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (3) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Ashlee L. Accounting Clerk Financial Services ### "A great tool to help offer advisory services to clients in a user friendly format. " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 6, 2018 ProfitSee is a great way to make the jump into advisory services. They have great customer support and easy to use tutorials on their youtube site. I also enjoy their blog which keeps me up to date on trends within the accounting industry's shift to advisory services. Pros I appreciate that ProfitSee seamlessly integrates real-time data from Xero to provide up to date information at all times. The customizable client dashboards are an especially useful feature. Cons Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Aaron L. Director Accounting ### "Really useful software that helps my clients greatly" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 1, 2018 I gained a client that I wouldn't have got without the software Pros I like the API with Xero, which makes it easy to sync regularly. The standard chart of accounts for consolidation makes it really useful in a larger group. The scenarios are useful for non-financial people, and the 3-way cashflow is very useful for business owners. Cons There is not much I don't like about the software, but the exportable reporting could be improved to look more impressive. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Danetha D. Founder ### "ProfitSee is a beautifully designed tool and provides key analytics for CFOs. " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 0/10 January 30, 2018 Pros I love the cash-flow forecasting tools and being able to formulate what-if scenarios. So critical when you wish to provide strategic advice to your clients. Cons The KPI monitoring is great! If, we could add more Marketing analytics into, it would be outstanding! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Andrew B. Director Accounting ### "Fantastic analysis software that is easy to use and rather insightful. Very powerful." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 29, 2018 Easily able to deep-dive into an entity's financial data to analyse and review trends. Interactive use of forecasting and budgeting. Pros In depth scenario analysis. User friendly. One subscription covers all reporting needs. Great value for money and accessible to users looking for reporting on one or a few entities. Live up-to-date data!! Cons Can experience delays in syncing with Xero data. When this is an issue it usually takes hours/days before the problem is resolved. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.