ProfitSee

ProfitSee

5 / 5 4 reviews

Who Uses This Software?

ProfitSee works with accountants, bookkeepers, CPAs, and business advisers who are currently providing, or starting to provide, advisory services to their small and mid-sized business clients.


Average Ratings

4 Reviews
  • 5 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online

Vendor Details

  • ProfitSee
  • www.myprofitsee.com
  • United States

About 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.


ProfitSee Features

  • "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

ProfitSee Reviews Recently Reviewed!


Capterra-loader

Really useful software that helps my clients greatly

Jan 31, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Overall: I gained a client that I wouldn't have got without the software

Capterra-loader

A great tool to help offer advisory services to clients in a user friendly format.

Feb 06, 2018
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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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.

Overall: 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.

Fantastic analysis software that is easy to use and rather insightful. Very powerful.

Jan 28, 2018
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: Easily able to deep-dive into an entity's financial data to analyse and review trends.

Interactive use of forecasting and budgeting.

ProfitSee is a beautifully designed tool and provides key analytics for CFOs.

Jan 29, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Value for Money

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!