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What is ProfitSee?

Boost the effectiveness of your practice and broaden your advisory services through automated, white-labeled financial reporting, cash flow forecasts, analytics, key performance indicators, budgeting, consolidations, and much more. No matter if your clients are using Xero, QuickBooks Online, or various other cloud accounting platforms, ProfitSee empowers you to access essential real-time insights that can significantly influence your business decisions. Our system includes an automated nightly synchronization feature, guaranteeing that the data you rely on is consistently up-to-date and accurate. Whenever you create reports, set up KPI alerts, or provide access to the online client dashboard, rest assured that you are utilizing the most recent and relevant information, enabling you to effectively oversee your clients’ cash flow, respond rapidly to their requirements, and proactively spot future opportunities. Rather than depending on simplistic “percentage increase or decrease forecasts” that frequently miss the mark, ProfitSee offers advanced forecasting that is based on historical data and tailored to upcoming business strategies, mimicking the methodologies employed by top global accounting firms and leading Fortune 100 companies. By adopting these innovative tools, you not only enhance your ability to serve your clients but also elevate the reputation of your own practice within the competitive advisory marketplace, ultimately leading to greater client satisfaction and loyalty. This comprehensive approach ensures that you remain at the forefront of financial advisory services while continuously adapting to the evolving demands of your clients.

What is Forevana?

Forevana is a free Windows application that functions without an internet connection, specifically designed to assist users with cash flow forecasting, financial planning, and valuation activities. It features a 13-week cash forecast combined with what-if analysis, a comprehensive five-year plan that encompasses three financial statements alongside scenario modeling, and an up-to-date discounted cash flow (DCF) valuation tool. This software proves especially advantageous for finance teams, CFOs, and accountants, enabling them to assess projected cash positions in light of different assumptions while extending projections across all three financial statements. Moreover, the DCF capability supports users in performing valuation tasks in conjunction with these forecasts and plans. By merging such a variety of features into one Windows application, Forevana equips finance professionals with the tools needed to create cash forecasts, analyze planning scenarios, and assess the value of a business, all while maintaining offline functionality. The all-encompassing design of the platform significantly boosts the productivity of financial analysis and enhances the decision-making process for strategic initiatives, ultimately leading to better-informed financial outcomes.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$0
$0. The free version includes the forecasting, financial planning, and valuation features.
Free Version

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Not specified

Company Facts

Organization Name

ProfitSee

Company Location

United States

Company Website

www.myprofitsee.com/en/index.html

Company Facts

Organization Name

Wicked System Studio

Company Website

wickedsystemstudio.com/forevana.html

Categories and Features

Cash Flow Forecasting

Not specified

Financial Reporting

"What If" Scenarios
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Categories and Features

Cash Flow Forecasting

Not specified

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