1. Discover
  2. Franchise
Efficiently provide proactive advisory services to SME clients with automated & white-labeled budgeting, forecasting, reporting, KPIs, and more!
Overview

ProfitSee is a white-labeled and automated financial forecasting, reporting, and analytical tool designed to make advisory services, and life, easier for accountants and bookkeepers.
ProfitSee's tools help you create efficiency in your practice and grow your advisory services. With features like three-way cash flow forecasting, KPI monitoring and alerting, what-if scenarios, budgeting, automated and white- labeled reporting, consolidations, and more, you'll be able to help your SME clients create financial stability, increase profitability, and grow valuation. Since the reports, client dashboard, and mobile app are all white- labeled, the value comes from the advice you provide your clients, and it strengthens the client-advisor relationship.

Explore all features of ProfitSee
image adapt 1000 high
Play Video

ProfitSee + Xero

ProfitSee has an automatic nightly sync with Xero, meaning that every day your data is up-to-date. This is critical as it means you can create scheduled reports that will use your real-time data and automatically create and send the information that will truly impact your clients' decisions.
ProfitSee syncs all of your data in Xero, down to the transactional level. So your forecasts, budgets, and insights are incredibly detailed.

Reviews & ratings

4.3
7 Reviews
5 star
(83%)
4 star
(0%)
3 star
(0%)
2 star
(0%)
1 star
(17%)
PL
Peter Lawson
Posted
We deal with a number of accounting firms throughout Australia. We found that the Profit See forecasting software is easy to install and set up. The forecasting tool for profit and cash flow forecasts are a great way for the accountant to communicate with their business owner clients. The software converts numbers into words, something that is of great assistance to accountants when working with their clients to discuss fiscal management.
AL
Ashlee Lemons
Posted
ProfitSee is the tool I've been looking for to offer advisory services to my clients. I've been really impressed with the ProfitSee team and their great service. I'm really happy with how easy it is to prepare budgets and custom reports. It's now really efficient to convey necessary information to my clients on a regular basis.
MD
Mel Dowie
Posted
As I am developing my cloud integration services I have been looking for a budgeting and forecasting software to add to the list of services I can provide my clients. I really like the features of Profit See especially the "what if scenario" analysis. I am still learning it but so far I have found the customer service very helpful. They have gotten back to me on queries really quickly which is great and have even jumped online with me to go over my queries rather than just sending an emailed response. I hope to get more clients wanting this kind of service going forward and will continue to recommend Profit See with no hesitation.
Additional info

App details

Added in 2013

Countries

Australia, Global, New Zealand, United Kingdom, United States

Languages

English, French, German, Portuguese

Support

Setup walkthroughIntegration walkthrough

Contact

USA: (952) 955-4094 | AUSTRALIA: +61(0)2 8015 5842

Follow

TwitterFacebookLinkedIn

You might also like

Although Xero reviews each app in our App Marketplace, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.