The Profit Platform

Core Features: Invoicing, Payments, Expenses, Books, Payroll, P&Ls, Cash Flow Management

50+ finance best practices built in.

Invoicing

Send compliant, easy to use invoices directly from the system via email, ANSI (healthcare) file, or client portal. With several different formatting & delivery options, you can automate a majority of even the most complex invoicing processes.

Payments

Each process comes with best practice paperwork automation that simplifies creating, organizing and protecting the documents that define your organization, saving you time and ensuring the security of your important files.

Expenses

Our best practice processes ensure you do the right thing at the right time. Gain valuable insights, make data-driven decisions, and drive exceptional performance for your organization automatically.

Books

Quit micro-managing! Our best practice team-building tools empower your team to work faster, collaborate better, communicate quicker, and produce more. Our comprehensive employee management solutions ensure everyone does their job without babysitting.

Payroll

Our software offers best practice security to safeguard your business assets and mitigate risks. With a focus on data protection, compliance with regulations, and minimizing vulnerabilities, our solution provides comprehensive protection for your valuable assets.

P&Ls

Our software is designed to drive profitability and financial success for your business. Enhance pricing strategies, optimize revenue generation, and achieve your profit goals with ease.

Financial Organization

Our software gives you best practices organization and structure, with file, document, and contract management for corporate governance, operations, and every other business function.

Cash Flow Management

Our best practice marketing & sales tools enable you to streamline your strategies to optimize revenue generation. With our software, you can efficiently analyze market trends, set competitive pricing, and make data-driven decisions to maximize your profitability.

Ready to build a best practices business?