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Profitably

Overview

Profitably provides powerful financial analytics to growing businesses. The web-based software connects securely to business applications like Intuit's QuickBooks to enable data to drive decision-making. CFOs, bookkeepers, and business owners alike use Profitably to understand customer profitability, manage cash flow, and plan for future growth…all in real time.

Profitably's web-based software connects securely to business applications like Intuit's QuickBooks to provide insight to the ~6M small businesses in North America. CFOs, bookkeepers, and business owners alike use Profitably to do in minutes what used to take days in Excel. Visit profitably.com today for a free diagnostic on the health of your business and to benchmark how you compare to your peer group. Download free Financial models, spark up a conversation with other Finance professionals, and sign up for a free 30-day trial... Because it's time to own the numbers.


Features and Benefits

  • Access QuickBooks Securely - As Intuit partners, we can securely access your QuickBooks data, whether it is local or hosted.
    • Get started in minutes.
    • Leave your QuickBooks file where it is!
    • No need to provide passwords for your bank accounts.
    • Intuit-approved security means your data is safe.

  • Get a handle on your Cash - Lock in on cash on hand and your operational runway to take your company's pulse.
    • Understand your business's current cash position
    • Dig into historical cash inflows and outflows
    • Automatically maintain a 13-week cash flow forecast
    • Explore the impact of various solutions to cash flow problems

  • Understand customer profitability - View all your customers in one place to see which are performing poorly and why. Then identify the fastest route to improvement.
    • Segment your customer base along profitability and sales volume
    • Identify key patterns among your best performing customers
    • Track key customer metrics such as Customer Acquisition Cost and Customer Lifetime Value
    • View trends over time as your profitability improves
    • Explore the impact of various solutions to profitability problems

  • A "Smarter" Profit & Loss - Transform your old-style P&L Statement into a power tool for managing your business.
    • Use Profitably's proprietary technology to redraw your P&L in a way that supports decision-making
    • Zoom out for a view across your business
    • View a Smart P&L for each of your customers
    • View a Smart P&L for each of your employees (coming soon!)

  • Employee Analytics - Profitably breaks down your employee costs and time to give you a view into how their time relates to your customers and your bottom line.
    • Quickly clean up payroll costs by employee
    • Gain clear visibility into what your team is working on what that costs the company
    • Manage employees and outside contractors alongside to determine the true cost of operational activities

  • Category profiles - Dig into the details of your spending patterns quickly and intuitively right within other reports.
    • Drill into key revenue and cost categories
    • Identify trends over time
    • Quickly find your key vendors and customers in each


Screenshots / Media

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Details

For a complete product description, visit profitably.com.