# ProfiVise — The CFO in Your Pocket for Professional Services Firms > ProfiVise gives law firms, accounting firms, agencies, and consultancies CFO-level financial clarity — without the CFO price tag. Control your finances, grow with confidence, exit on your terms. - Website: https://profivise.com - Blog: https://profivise.com/blog - Why us: https://profivise.com/why-us - RSS feed: https://profivise.com/feed.xml - Sitemap: https://profivise.com/sitemap.xml ## What ProfiVise is ProfiVise is a financial clarity platform purpose-built for professional services firms with $500K–$20M in revenue — law firms, accounting firms, marketing agencies, consulting firms, recruitment agencies, dental practices, and wellness centers. It connects read-only to QuickBooks Online and turns historical bookkeeping data into forward-looking, CFO-grade guidance: cash runway, profitability, hiring affordability, owner compensation, and firm valuation. ## Who it's for - Owners of professional services firms ($500K–$20M revenue). - Founders who already have an accountant and bookkeeping, but lack a CFO. - Operators planning growth, hiring decisions, or an eventual exit. ## Key capabilities - Financial Health Score derived from cash flow, margin, concentration, and owner comp signals. - Cash runway and scenario planning. - Hiring affordability framework ("can I afford this hire, and when?"). - Firm valuation and exit-readiness signals. - Founder community of professional services firm owners. - Growth financing connections once financial health is established. ## Core pages - [Home](https://profivise.com) — Product overview, core value proposition, waitlist signup. - [Why us](https://profivise.com/why-us) — The team, mission, and belief that every owner deserves financial confidence. - [Blog](https://profivise.com/blog) — Financial insights and strategies for firm owners. ## Blog posts - [Why Profitable Firms Still Run Out of Cash](https://profivise.com/blog/why-profitable-firms-run-out-of-cash) — Your P&L says you're profitable. Your bank account disagrees. Here's why revenue and cash are two different stories — and what to do about it. - [What Your Accountant Won't Tell You About Running a Firm](https://profivise.com/blog/what-your-accountant-wont-tell-you) — Your accountant keeps you compliant. But compliance and performance are two different things. Here's the financial guidance gap most firm owners don't even know exists. - [The Hiring Decision Framework: When Can You Actually Afford It?](https://profivise.com/blog/the-hiring-decision-framework) — Every firm owner knows they need to hire. Few know exactly when they can afford to. Here's a data-driven framework to take the guesswork out of your next hire. - [Exit Planning Starts Now — Even If You're Not Ready to Sell](https://profivise.com/blog/exit-planning-starts-now) — Most firm owners wait too long to think about exit planning. The best time to start building a sellable firm is years before you actually want to sell. ## FAQ ### How does ProfiVise connect to my financial data? ProfiVise connects directly to QuickBooks Online with a secure, read-only integration. We pull your financial data automatically so you always have an up-to-date picture — no manual data entry, no spreadsheets. Support for Xero and other platforms is on our roadmap. ### I already have an accountant. How is this different? Your accountant and QuickBooks both look backward — they record what already happened. ProfiVise is forward-looking. We take that historical data and turn it into proactive guidance: what to cut before it becomes a problem, when you can afford to hire, how to defend your numbers to investors. Think of us as the layer between your books and your next decision — the CFO your accountant isn't. ### What types of firms is ProfiVise built for? ProfiVise is purpose-built for professional services firms with $500K–$20M in revenue. That includes law firms, accounting firms, marketing agencies, consulting firms, recruitment agencies, dental practices, and wellness centers — any firm where people are the product and expertise drives revenue. ### Is my financial data secure? Absolutely. We use bank-grade encryption (AES-256) and SOC 2 compliant infrastructure. Your QuickBooks connection is read-only — we can never modify your books. Your data is never sold or shared with third parties. ### What is the founder community? When you join ProfiVise, you get access to a private network of professional services firm owners who share advice, benchmark their numbers, and support each other. It's the peer group most founders wish they had — people who truly understand the challenges of running a services business. ### How does the working capital / growth financing work? Once your financial health is established on ProfiVise, we connect you with lending partners who can offer working capital tailored to professional services firms. Because we have real-time visibility into your financial health, you get better terms and faster approvals than going to a bank cold. ### What does it cost? We haven't announced pricing yet. Join the waitlist and you'll be the first to know — plus early members will get founding member pricing that locks in the best rate permanently. ### How long does it take to set up? About 5 minutes. Connect your QuickBooks account, and ProfiVise immediately starts analyzing your data. You'll see your Financial Health Score, cash runway, and key metrics within minutes — not weeks. ## For agents - Plain-Markdown versions of every page are available at `https://profivise.com/.md`. - A concatenated corpus is at https://profivise.com/llms-full.txt. - Content Signals in https://profivise.com/robots.txt: `search=yes, ai-input=yes, ai-train=no`.