ProfitSee Features

ProfitSee

Financial forecasting & reporting solution

4.75/5 (4 reviews)

Competitor Feature Comparison

"What If" Scenarios
3PL Management
API
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Alerts/Notifications
Approval Process Control
Audit Trail
Backorder Management
Barcoding/RFID
Benchmarking
Billing & Invoicing
Bills of Material
Budget Control
Budgeting/Forecasting
CRM
Cash Flow Management
Cash Management
Consolidation/Roll-Up
Contact Database
Cost Tracking
Currency Management
Customizable Reports
Demand Forecasting
Distribution Management
Document Management
EDI
ERP
Electronic Payments
Enterprise Asset Management
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
General Ledger
HR Management
Historical Trend Analysis
Import/Export Management
Income & Balance Sheet
Integrated Business Operations
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Processing
Job Costing
Kitting
Labeling
Maintenance Management
Manufacturing Inventory Management
Manufacturing Planning
Material Requirements Planning
Mobile Access
Monitoring
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Multi-Location
Order Entry
Order Fulfillment
Order Management
Order Tracking
Point of Sale (POS)
Procurement Management
Product Identification
Production Scheduling
Profit/Loss Statement
Project Management
Purchase Order Management
Purchasing & Receiving
Quality Control
Quality Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Synchronization
Receiving/Putaway Management
Recurring Orders
Recurring/Subscription Billing
Reorder Management
Reporting & Statistics
Reporting/Analytics
Retail Inventory Management
Returns Management
Revenue Recognition
Risk Management
Safety Management
Sales & Operations Planning
Sales Forecasting
Sales Orders
Sales Reports
Scheduled / Automated Reports
Scheduling
Search/Filter
Serial Number Tracking
Shipping Management
Special Order Management
Status Tracking
Supplier Management
Supply Chain Management
Tax Management
Time & Expense Tracking
Transportation Management
Warehouse Management
Workflow Management
Learn moreCompare App
"What If" Scenarios
3PL Management
API
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Alerts/Notifications
Approval Process Control
Audit Trail
Backorder Management
Barcoding/RFID
Benchmarking
Billing & Invoicing
Bills of Material
Budget Control
Budgeting/Forecasting
CRM
Cash Flow Management
Cash Management
Consolidation/Roll-Up
Contact Database
Cost Tracking
Currency Management
Customizable Reports
Demand Forecasting
Distribution Management
Document Management
EDI
ERP
Electronic Payments
Enterprise Asset Management
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
General Ledger
HR Management
Historical Trend Analysis
Import/Export Management
Income & Balance Sheet
Integrated Business Operations
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Processing
Job Costing
Kitting
Labeling
Maintenance Management
Manufacturing Inventory Management
Manufacturing Planning
Material Requirements Planning
Mobile Access
Monitoring
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Multi-Location
Order Entry
Order Fulfillment
Order Management
Order Tracking
Point of Sale (POS)
Procurement Management
Product Identification
Production Scheduling
Profit/Loss Statement
Project Management
Purchase Order Management
Purchasing & Receiving
Quality Control
Quality Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Synchronization
Receiving/Putaway Management
Recurring Orders
Recurring/Subscription Billing
Reorder Management
Reporting & Statistics
Reporting/Analytics
Retail Inventory Management
Returns Management
Revenue Recognition
Risk Management
Safety Management
Sales & Operations Planning
Sales Forecasting
Sales Orders
Sales Reports
Scheduled / Automated Reports
Scheduling
Search/Filter
Serial Number Tracking
Shipping Management
Special Order Management
Status Tracking
Supplier Management
Supply Chain Management
Tax Management
Time & Expense Tracking
Transportation Management
Warehouse Management
Workflow Management
Visit WebsiteCompare App
"What If" Scenarios
3PL Management
API
Accounting Integration
Accounts Payable
Accounts Receivable
Activity Dashboard
Alerts/Notifications
Approval Process Control
Audit Trail
Backorder Management
Barcoding/RFID
Benchmarking
Billing & Invoicing
Bills of Material
Budget Control
Budgeting/Forecasting
CRM
Cash Flow Management
Cash Management
Consolidation/Roll-Up
Contact Database
Cost Tracking
Currency Management
Customizable Reports
Demand Forecasting
Distribution Management
Document Management
EDI
ERP
Electronic Payments
Enterprise Asset Management
Financial Analysis
Financial Management
Financial Reporting
Fixed Asset Management
Forecasting
General Ledger
HR Management
Historical Trend Analysis
Import/Export Management
Income & Balance Sheet
Integrated Business Operations
Inventory Auditing
Inventory Control
Inventory Management
Inventory Optimization
Inventory Tracking
Invoice Processing
Job Costing
Kitting
Labeling
Maintenance Management
Manufacturing Inventory Management
Manufacturing Planning
Material Requirements Planning
Mobile Access
Monitoring
Multi-Channel Management
Multi-Company
Multi-Country
Multi-Currency
Multi-Location
Order Entry
Order Fulfillment
Order Management
Order Tracking
Point of Sale (POS)
Procurement Management
Product Identification
Production Scheduling
Profit/Loss Statement
Project Management
Purchase Order Management
Purchasing & Receiving
Quality Control
Quality Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Reporting
Real Time Synchronization
Receiving/Putaway Management
Recurring Orders
Recurring/Subscription Billing
Reorder Management
Reporting & Statistics
Reporting/Analytics
Retail Inventory Management
Returns Management
Revenue Recognition
Risk Management
Safety Management
Sales & Operations Planning
Sales Forecasting
Sales Orders
Sales Reports
Scheduled / Automated Reports
Scheduling
Search/Filter
Serial Number Tracking
Shipping Management
Special Order Management
Status Tracking
Supplier Management
Supply Chain Management
Tax Management
Time & Expense Tracking
Transportation Management
Warehouse Management
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


0 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

ProfitSee Feature Reviews

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

Ashlee L.

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
Read more
Aaron L.

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 B.

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

Live up-to-date data!!

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
Danetha D.

ProfitSee is a beautifully designed tool and provides key analytics for CFOs.

2018-01-30

Pros

I love the cash-flow forecasting tools and being able to formulate what-if scenarios. So critical when you wish to provide strategic advice to your clients.

Cons

If, we could add more Marketing analytics into, it would be outstanding!

Rating breakdown

Value for money
Ease of use
Features

Frequency of use: Occasionally

Source: Capterra
Helpful?   Yes   No
Read more