Cash Flow Analysis
NEW! Lock in on cash on hand and your operational runway to take your company’s pulse.
- Understand your business’s current cash position
- Automatically maintain a 13-week cash flow forecast
- Dig into historical cash inflows and outflows
- Explore the impact of various solutions to cash flow problems
Customer Profitability
View all your customers in one place to see which are performing poorly and why. Then, identify the fastest route to improvement.
- Explore the impact of various solutions to profitability problems
- Track key customer metrics such as Customer Acquisition Cost and Customer Lifetime Value
- Identify key patterns among your best performing customers
- Segment your customer base along profitability and sales volume
- View trends over time as your profitability improves
A “Smarter” P&L
Transform your old-style Profit & Loss Statement into a power tool for managing your business.
- View a Smart P&L for each of your employees (coming soon!)
- Zoom out for a view across your business
- Use Profitably’s proprietary technology to redraw your P&L in a way that supports decision-making
- View a Smart P&L for each of your customers
Employee Analytics
Break down your employee costs and time to give you a view into how their time relates to your customers and your bottom line.
- Gain clear visibility into what your team is working on what that costs the company
- Quickly clean up payroll costs by employee
Category Profiles
Dig into the details of your spending patterns quickly and intuitively — right within other reports.
- * Quickly find your key vendors and customers in each
- Identify trends over time
- Drill into key revenue and cost categories
Added functionality for bookkeepers and accountants
If you are a trusted advisor for a business using QuickBooks, Profitably can help you streamline your practice while driving for value for your clients.
- Drive deeper engagement with your client base by working with them on the depth of analytics Profitably provides
- Save your clients some cash with preferred discounts on Profitably and other services
- Sign up for our affiliate program to access Profitably free for your own practice
- Access all your clients’ data in one place simply and easily
- Automate and streamline your monthly activities and reporting using Profitably’s proprietary technology
Secure Access to QuickBooks
As Intuit partners, we can securely access your QuickBooks data, whether it is local or hosted.
- No need to provide passwords for your bank accounts
- Intuit-approved security means your data is safe
- Get started in minutes
- Leave your QuickBooks file where it is!
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