ProfitSee Features

ProfitSee

Financial forecasting & reporting solution

4.75/5 (4 reviews)

ProfitSee Feature Summary

  • Forecasting
  • Smart budgeting & budget forecasting
  • Customizable reporting
  • Automated & scheduled reporting
  • Financial analysis & KPIs
  • Fiscal management
  • Accounting software add-on
  • White-labelled financial reporting
  • PDF reporting
  • Client Dashboard
  • Mobile app
  • Real-time analysis
  • Risk ranking
  • KPIs
  • KPI notifications
  • The analyst
  • P&L
  • Balance sheet
  • Business valuation
  • Consolidated reporting
  • Franchise reporting
  • Cash flow forecasting
  • Reporting & statistics
  • Historical analysis
  • Benchmarking
  • Real time data
  • Real time tracking
  • Activity dashboard

Finance & Accounting Feature Comparison

Most popular features of all Finance & Accounting apps

API (214 other apps)
Accounting Integration (146 other apps)
Accounting Management (146 other apps)
Activity Dashboard (163 other apps)
Auditing (101 other apps)
Automatic Notifications (132 other apps)
Billing & Invoicing (147 other apps)
Compliance Management (131 other apps)
Customizable Reporting (131 other apps)
Data Import/Export (139 other apps)
Electronic Payments (135 other apps)
Expense Tracking (136 other apps)
Financial Analysis (103 other apps)
Invoice Management (194 other apps)
Invoice Processing (123 other apps)
Multi-Currency (130 other apps)
Real Time Data (127 other apps)
Reporting & Statistics (182 other apps)
Third Party Integration (147 other apps)
Workflow Management (115 other apps)

Mobile apps

iOS App


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Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


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ProfitSee Feature Reviews

3 reviewers had the following to say about ProfitSee's features:

Ashlee Lemons

A great tool to help offer advisory services to clients in a user friendly format.

2018-02-06

I also enjoy their blog which keeps me up to date on trends within the accounting industry's shift to advisory services.

Pros

I appreciate that ProfitSee seamlessly integrates real-time data from Xero to provide up to date information at all times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
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Aaron Lane

Really useful software that helps my clients greatly

2018-02-01

I gained a client that I wouldn't have got without the software

Pros

I like the API with Xero, which makes it easy to sync regularly.

Cons

There is not much I don't like about the software, but the exportable reporting could be improved to look more impressive.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Beshara

Fantastic analysis software that is easy to use and rather insightful. Very powerful.

2018-01-29

Easily able to deep-dive into an entity's financial data to analyse and review trends.

Pros

In depth scenario analysis. User friendly.

Cons

Can experience delays in syncing with Xero data. When this is an issue it usually takes hours/days before the problem is resolved.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more