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Average Ratings 1 Rating
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
Integrating transactions, analytics, and planning can significantly improve the entire lifecycle of your operations. By implementing streamlined and intelligent automation, organizations can achieve enhanced throughput and efficiency. Tailored billing models based on subscriptions and usage can cater to the specific requirements of your business. Providing actionable insights and recommendations at the decision-making moment allows for immediate evaluations and adjustments. Through comprehensive analytics, organizations can enhance profitability while simultaneously cutting costs. Real-time reporting and predictive analytics enable a thorough assessment of profit margins and contributions, facilitating integrated business planning. Additionally, managing profitability entails analyzing customer experience strategies effectively. By adopting subscription-based revenue models, businesses can pinpoint the ideal product and service combinations that fulfill customer needs. Furthermore, the capability to deliver consolidated invoices, oversee credit scoring, and efficiently resolve disputes offers a holistic view of customer interactions. Streamlining the accounting and financial closing processes can simplify operations significantly. Moreover, merging financial and management accounting along with profitability data into a singular universal journal can enhance clarity and accuracy across your financial landscape. These strategies collectively empower businesses to operate more effectively and responsively in a competitive market.
API Access
Has API
No
API Access
Has API
No
Integrations
ALLOS
No
Applexus InSITE
No
Comcore
No
ControlPanelGRC
No
Datalog TMS
No
Libelle DataMasking
No
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Rayven
No
RunMyJobs by Redwood
No
Integrations
ALLOS
Yes
Applexus InSITE
Yes
Comcore
Yes
ControlPanelGRC
Yes
Datalog TMS
Yes
Libelle DataMasking
Yes
QuickBooks Online
No
QuickBooks Online Advanced
No
Rayven
Yes
RunMyJobs by Redwood
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ProfitSee
Country
United States
Website
www.myprofitsee.com/en/index.html
Vendor Details
Company Name
SAP
Founded
1972
Country
Germany
Website
www.sap.com/products/central-finance.html
Product Features
Financial Reporting
"What If" Scenarios
Yes
Audit Trail
No
Balance Sheet
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
No
Income Statements
No
Multi-Company
Yes
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Product Features
Financial Reporting
"What If" Scenarios
No
Audit Trail
No
Balance Sheet
No
Cash Management
No
Consolidation / Roll-Up
No
Forecasting
No
General Ledger
No
Income Statements
No
Multi-Company
No
Multi-Department / Project
No
Profit / Loss Statement
No
Treasury
Cash Management
Yes
Debt Management
No
For Government
No
For Hedge Funds
No
Forecasting
No
Liquidity Management
Yes
Payment Management
No
Risk Management
Yes