Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Symfio is a cloud-driven platform designed to streamline financial reporting, analysis, forecasting, and planning for businesses and finance departments.
By integrating with accounting systems and various financial data sources, it consolidates information into a singular location for effective reporting and financial oversight. Symfio offers direct connections to accounting software via APIs or SQL and supports data import from Excel and other formats.
The platform features interactive dashboards, comprehensive reports, financial metrics, cash flow projections, and planning resources. Finance teams have the ability to evaluate actual performance against planned metrics and forecasts, manipulate data at varying levels of granularity, and distribute insights to management, colleagues, and investors seamlessly. Additionally, this enhances collaboration and ensures that all stakeholders have access to up-to-date financial information.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Xero
Yes
Integrations
QuickBooks Online
No
QuickBooks Online Advanced
No
Xero
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$200/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
Yes
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
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
ProfitSee
Country
United States
Website
www.myprofitsee.com/en/index.html
Vendor Details
Company Name
Symfio
Founded
2017
Country
Czech Republic
Website
symfio.app
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