What to expect next:

You're just a few steps away from forecasting like a pro.

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Whether you're new to financial modeling or just tired of spreadsheets, this quick video walkthrough will show you exactly how to get started inside Profitual. Watch as we build the first year of a working forecast from scratch, including:

Adding team members & salaries
Logging recurring expenses like rent and software
Tracking capital assets and legal/accounting fees
Building your custom revenue model
Planning a fundraising round

Watch the video below to follow along. In just a few minutes, you'll understand how easy it is to build your own forecast, with your own data.

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Using QuickBooks or Xero?

Connecting your accounting integration unlocks a whole new level of insight:

Real-time cash balances
Automated AR/AP tracking
Weekly emails to keep you on track
Monthly variance reports delivered right to your inbox

Watch the integration video to see how to connect in less than 2 minutes.

Need help?

If you get stuck, or just want a second set of eyes, email us anytime at support@profitual.ai.

We're here to help you build faster, forecast smarter, and understand your numbers.

Onboarding

What to expect next:

You're just a few steps away from forecasting like a pro.

Using QuickBooks or Xero?

Need help?

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