Description
ProfitSee is an award-winning, all-in-one visual financial reporting and forecasting software from proven financial experts.
Instant Overview Dashboard – Review Results in 5 minutes
The ProfitSee Overview Dashboard displays the financial health of your business – fast! Get easy-to-read charts and graphs of your top line revenue, cash flow and net income (monthly or year to date) plus a synopsis of what is working (“good news”) and what areas need your immediate attention (potential “bad news”).
Instant Cash Flow Monitoring
ProfitSee gives you an instant, accurate snapshot of your cash flow. Using your QuickBooks files, our software automatically generates cash flow charts and provides you with both monthly and year-to-date views. ProfitSee also helps you see how you are performing against your plan. You will never be caught off-guard … or without cash again.
Budget in 15 Minutes
ProfitSee analyzes your historical data and automatically builds an initial budget. Based on your historical performance, not a gut feel. You can then adjust this initial budget with a simple click of the mouse. If you’ve shied away from building your first budget, fear no more. ProfitSee is here to help.
Less Work, Better Decisions Through the Intuit Marketplace
When you buy ProfitSee through the Intuit Marketplace, you get your data automatically updated every time you update QuickBooks. So you can focus on making better decisions and greater profits, all year around.
Improving Your Cashflow
You may not like to lower price or erode margin – sadly, sometimes you have to. Now with ProfitSee you can instantly see how much additional cash flow you can make when you lower your margin. Now the cash can be put into the bank (unlike your percent margin).
What-if Scenarios for Easy and Accurate Planning
How often do you wonder if you need to spend more on marketing? ProfitSee offers quick ‘what-if’ scenarios that let you see your pay-off. Finally, an easy-to-use tool that takes the guesswork out and shows you if you can afford that “Big Idea.”
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ProfitSee
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This product has tremendous potential, but after multiple syncs and reinstalls of sync engine, it never worked. Looking forward to someday getting it to work, when I am sure it will get more stars.
August 9, 2011
I have seen Profitsee in action and it is pretty amazing how fast and easily you can do forward-looking sensitivity analyses. As a finance person (though not with much time), it is nice to use well-thought out software that helps me anticipate the future.
While many software providers will be great at rearward looking data for historical analysis, the value with Proftsee is that it is helping me get ready for the upcoming quarters.
I used to go many hand calculations and scenarios in Excel, but this easy to use dashboard is really cool. I think I will mention this to my CPA who probably will get a kick out of it.
I think they could do a better job with the graphics (some of the color-schemes could be softer). Maybe there is a way, I am just too busy to find the controls for color display.
Great product and it does not require a download to my machine!
January 19, 2011
Support & FAQ
Call us, we want to hear from you!
(866)-668-6510
http://myprofitsee.com/content/help
Check out the most frequently asked questions below: Expand all
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What is ProfitSee and how is it different from my QuickBooks subscription?
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ProfitSee is an award-winning, all-in-one visual financial reporting and budgeting software. It uses QuickBooks data to help you manage cash flow and offer actionable insights to support the growth of your business, Profitsee shows you what impact certain decisions will have on your cash flow and profitability. ProfitSee helps you see and understand the financial health of your business so you can sleep better at night.
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How do I get my data from QuickBooks into ProfitSee?
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All you have to do is become a registered member with the Intuit App Center. When you open ProfitSee, your QuickBooks data will automatically load and sync . And then every time you enter new data into QuickBooks, you will see it fully reflected in your ProfitSee account.
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How secure is my financial data on the ProfitSee platform?
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Your financial data is in good hands. All log-ins and passwords are encrypted. The server checks the authentication credentials but does not store them in either encrypted or decrypted form. Security credentials are not viewable by anyone, including ProfitSee employees.
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What happens after the free trial period ends?
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You can extend or cancel your subscription. If you would like to extend beyond your free trial, just click on the ‘Buy It Now’ link on the upper right of this page and follow the step-by-step instructions so you can choose the version of ProfitSee that is right for your business.
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