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About

Upload and publish your financial data easily to your people. You can upload Chart of accounts, budgets and ledgers yourself or just send it to us if you need help. Easily visualize your complex budgets and spending data using variety of charts. Go from a summary to details for getting the complete picture. See trends over time. Simple yet powerful analytics helps normal users and skilled analysts alike. One can drill-down on time and account dimensions. Results are sorted and paged by default. Export detailed data to excel or csv for local analysis or share a report view on social networks. You can also embed a report view in your web pages easily. Upload and publish your financial data easily to your people. You can upload Chart of accounts, budgets and ledgers yourself or just send it to us if you need help. Your published reports can be accessed by thousands of users. No need to worry about the scaling issues. We will take care of that for you.

About

Create efficiency in your practice and grow your advisory services with automated and white-labeled financial reporting, cash flow forecasting, analytics, KPIs, budgeting, consolidations and more. Whether your clients’ data is on Xero, QuickBooks Online, or other cloud accounting platforms, ProfitSee can help you gain real-time insights that make a difference. Our tools have an automated nightly sync, which means the data you’re using will be real-time, all the time. Whenever you schedule reports, set KPI alerts, or provide access to the online client dashboard, the most recent and relevant data will be included, helping you manage clients’ cash flow, beat your clients to the phone, and proactively create future opportunities. Go beyond simple “percentage increase or decrease forecasts” that miss the mark. ProfitSee automatically generates forecasts based on historical performance and upcoming business strategies in the same ways as global accounting firms and Fortune 100s.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Financial Reporting solution for companies and enterprises

Audience

Businesses searching for a solution to improve their services and increase sales

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OpenReporting
Founded: 2014
United States
openreporting.com

Company Information

ProfitSee
United States
www.myprofitsee.com/en/index.html

Alternatives

Limelight

Limelight

Limelight Software

Alternatives

FundView General Ledger

FundView General Ledger

Fund Accounting Solution Technologies

Categories

Categories

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations

QuickBooks Online
QuickBooks Online Advanced
Xero
Claim OpenReporting and update features and information
Claim OpenReporting and update features and information
Claim ProfitSee and update features and information
Claim ProfitSee and update features and information