Profitbase documentation

Financial planning, analysis, consolidation, low-code apps, and workflow automation

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Products
Planner

Planner

Budgeting, forecasting, financial simulation

InVision

InVision

Low-code business apps, data stores, worksheets

Flow

Flow new

AI agents, data integrations, workflow automation

Power BI visuals

Power BI visuals

Financial matrix, gantt chart, risk matrix

Risk management

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
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