Financial Dashboard
See key financial indicators, balances, costs, revenue, margins, profitability, and management signals in one place.
Financial Control
Understand where the money is, what it represents, and what your business can safely use.
Profissa Pro connects project finances and company finances without confusing contract value, receivables, cash received, committed resources, expenses, and realized profit.
Financial Dashboard
A connected view of financial performance.
Monitor project results, company-level financial position, cash movement, receivables, payables, costs, margins, and profitability from information connected to daily operations.
Complete Financial Visibility
Financial controls built for project-based businesses.
Accounts Payable & Receivable
Track what must be paid, what clients still owe, due dates, payment status, and the project or company context behind each transaction.
Cash Flow
Follow actual inflows and outflows while distinguishing expected revenue from money that has truly been received.
Financial Reports
Analyze project and company performance through reports that preserve the correct financial scope and support better decisions.
Project Profitability
Compare planned and actual costs, revenue, margin, and results to understand the real financial contribution of each project.
Company Financial Position
Separate project commitments from company operating funds so spending and growth decisions use the right information.
The Profissa Pro Difference
Project Money and Company Money should never mean the same thing.
A project can have contract value, invoices, receivables, expenses, cash movement, and expected profit without all of that money being immediately available for company operations.
▣Client Funds
Project Money
Resources tied to client projectsUnderstand contract value, project revenues, project expenses, wallet balance, estimated profit, receivables, and amounts already transferred to the company.
- Protect resources still committed to project execution.
- Track project profitability separately from cash availability.
- See what is pending, received, spent, and eligible to transfer.
▤Your Funds
Your Company Money
Funds recognized for company operationsSee direct company revenue, recognized project profit, operational expenses, and the financial position available for business decisions.
- Understand what is truly available at company level.
- Separate operating needs from active project commitments.
- Make spending, saving, and growth decisions with clearer context.
Important: Profissa Pro provides operational financial visibility and allocation logic. It does not imply that client funds are held in separate bank accounts unless the business has independently structured its banking that way.
Financial clarity for every project
Make financial decisions using the complete operational picture.
Connect project costs, billing, collections, cash flow, profitability, and company-level visibility in Profissa Pro.