Budgeting, financial dashboards, real-time reports and more provide instant financial insights that expand your services, strengthen clients, and save you time. Exclusively for the QuickBooks Accounting Software.
Building a budget can be a tedious task. It is the financial road map for a company. ProfitSee instantly analyzes your financials to recommend a budget. Quickly adjust for trends, seasonality, or mid-year changes in business strategies in any account.
Stay on top of outstanding and upcoming bills and invoices. Monitoring accounts receivable and accounts payable is easy and accurate. Stabilize cash flow, strengthen banking relationships, manage vendor relations, and build margin above breakeven.
Generate customized reports to be presented at your next big meeting. Schedule these reports to be automatically emailed to you, or anyone in your company, directly from you.
Generating and formatting reports can be a tedious task. ProfitSee allows you to create a fully branded, customizable dashboard for your clients to access.
Instantly monitor the financial health of all your business clients with the CPA dashboard. Clients are instantly risk ranked so you know which clients need your attention most.
ProfitSee automatically captures your financial data in real-time. No more old data arriving too late to make a difference. Synchronization runs automatically.
Other software providers will break your bank with the additional fees for multiple users. Not with ProfitSee! Add as many users to your company file as you want with no additional charge!
