Profitbase documentation Financial planning, analysis, consolidation, low-code apps, and workflow automation Search Products Planner Budgeting, forecasting, financial simulation InVision Low-code business apps, data stores, worksheets Flow new AI agents, data integrations, workflow automation Power BI visuals Financial matrix, gantt chart, risk matrix Risk management Safeguard your company's values and assets Popular topics Finance settings Data stores Driver-based planning Connecting to D365 BC AI agents in Flow Worksheets Financial reporting matrix REST API