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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 Fygr?

Managing and forecasting cash flow has never been easier. Whether you're launching a new venture, running a micro-business, or operating a small to medium-sized enterprise, you can enhance your cash management with a powerful, all-in-one tool! What differentiates us from the rest? Fygr stands out as a trailblazing solution that automatically creates cash flow projections through a smart system designed to conserve both time and resources. You can connect all your banking accounts on one unified platform, enabling you to view individual accounts or multiple ones at the same time. Keep a close watch on your cash flow to avoid overdrafts. In just moments, you can gain a tailored and clear view of your financial health. Additionally, you can sort your expenses to fit your business requirements. Our sophisticated algorithms swiftly deliver a thorough overview of your cash flow metrics. Regain control over your finances and reduce expenses by effortlessly evaluating total costs by category. Take a step back to review your financial landscape, cutting out any superfluous spending. With confidence, make well-informed decisions as our algorithms can produce a cash flow forecast in mere seconds. This cutting-edge method ensures you maintain an edge in managing the financial well-being of your business while also paving the way for future growth. By utilizing Fygr, you empower yourself to navigate your financial journey with clarity and precision.

Media

Media

Integrations Supported

QuickBooks Online
QuickBooks Online Advanced
Xero

Integrations Supported

Defacto

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$30 per user, per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

ProfitSee

Company Location

United States

Company Website

www.myprofitsee.com/en/index.html

Company Facts

Organization Name

Fygr

Date Founded

2019

Company Location

France

Company Website

fygr.io

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

Financial Reporting

"What If" Scenarios
Cash Management
Forecasting
Multi-Company

Treasury

Cash Management
Forecasting
Liquidity Management

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