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features
design
support

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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

Spotlight Reporting provides a single platform for financial reporting, forecasting and KPI tracking. Perfect for presenting to the bank, the board, or the business. Spotlight Dashboard provides a comprehensive overview of your financial situation in one page. You should focus on the metrics that are most important to you. We have the insight you need to take you services to the next level, no matter if you are new to advisory or a seasoned advisor. Our customers range from Enterprise firms to not-for-profits and use our forecasting and reporting tools to improve their business results. In just a few steps, you can upload data from your favorite bookkeeping software to create your first report. Spotlight Reporting provides reliable and flexible forecasting and reporting options, supported by a responsive Customer Support team. Get a 28-day free trial. Xero, Quickbooks, MYOB, Sage 50, Google Analytics, Excel, etc.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
Desktop.com No 
Google Analytics No 
MYOB No 

Integrations

QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
Desktop.com Yes 
Google Analytics Yes 
MYOB Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$24.99 per month
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 Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

ProfitSee

Country

United States

Website

www.myprofitsee.com/en/index.html

Vendor Details

Company Name

Spotlight Reporting

Country

United States

Website

www.spotlightreporting.com

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

Business Intelligence

Ad Hoc Reports No 
Benchmarking Yes 
Budgeting & Forecasting Yes 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors No 
Drag & Drop Yes 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports No 
OLAP No 
Report Export Yes 
Sales Reports No 
Scheduled / Automated Reports No 

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