For accounting professionals
Turn compliance clients into advisory clients.
Your clients already trust you with their books. Add forecasting, variance, and an AI CFO to your service menu, and grow your practice into the future-looking work they're already asking for.
- One-click QuickBooks & Xero connection
- Branded client reports
- Partner pricing available
The advisory squeeze.
The ask
Clients want more than compliance.
They're asking for forecasts, budgets, and CFO-level advice. Your hours are already stacked on year-ends and month-ends.
The margin
Advisory work is hard to price.
Building a model from scratch for every client doesn't scale. The hours melt your margin and the deliverable feels bespoke every time.
The tooling
You have the data. You don't have the tool.
You're already deep in their QuickBooks or Xero. You just need something that turns the books into a forward-looking plan, fast.
Advisory at bookkeeping speed.
Profitual plugs into the books you already manage and produces investor-quality forecasts in under an hour. Andy turns every client's month-end close into forward-looking commentary, so you deliver CFO value at compliance margins.
Why firms partner with us.
A new, high-margin service line.
Offer forecasting, variance, and Smart Alerts as a standalone package, or bundle it into your monthly advisory tier.
Build a model in an hour, not a week.
Start from templates designed for accounting workflows. Connect QB or Xero, pull history, compose the plan. No blank sheet.
Actuals flow in automatically.
Stop chasing clients for numbers. Weekly or daily sync keeps variance analysis fresh without a single data-entry pass.
One dashboard, every client.
See every client's runway, variance, and cash flow at a glance. Know who needs a call this week before they call you.
Built for accounting workflows.
QuickBooks & Xero native
One-click connection to your client's books. History imports, actuals sync, chart of accounts maps automatically.
3-statement output
Income Statement, Balance Sheet, Cash Flow, all tied, all auditable, all exportable to Excel with live formulas.
Variance commentary
Andy writes the narrative. Line-level commentary on actuals vs. forecast, ready to paste into your monthly package.
Branded client reports
Scheduled PDFs delivered on your cadence. Your clients see insights; you see one recurring service line.
Multi-scenario modeling
Stress-test client assumptions in minutes. 'What if the lease doubles? What if they hire two reps?' Answered in the meeting.
Audit log & permissions
Every change is tracked. Role-based permissions keep the model tight while the client still has visibility.
Three ways to expand your practice.
01
Monthly advisory packages
Bundle forecasting and Smart Alerts with your bookkeeping. Deliver monthly insights your clients will actually pay a premium for.
02
Annual budget season
Build client budgets in an afternoon instead of a week. Revisit them every quarter as the real year unfolds.
03
Fundraise & financing support
When a client needs investor or lender projections, deliver a polished 3-statement model same-day, and bill accordingly.
Already deep in QuickBooks and Xero.
Native two-way connections. Daily sync on Scale. Chart of accounts mapping. Your workflow doesn't change. It just reaches further.
QuickBooks 
Xero Take one client on this week.
Start a free trial, connect your best bookkeeping client's QuickBooks or Xero, and deliver a forecast before your next check-in.