DevHeist
ProFiscal
Turnover, tax, stock, purchasing, production, costs and wages for every client, in one application, without a single phone call.
One place where an accountant sees the complete trading picture of every client on their books — arriving on its own, every morning.
What we delivered
- The complete platform, end to end
- A small companion at each client's till that sends the day's trading to the centre
- Monthly reporting pack, analysis and business recommendations
Scope
Built for
- Accounting practices with many clients
- Owners of the businesses on those books
- Staff who work without access to the finances
01 Overview
ProFiscal gives an accounting practice a live view of every business on its books — and gives each of those businesses a live view of itself.
A practice that keeps the books for 30, 50 or 100 small businesses — cafés, bakeries, restaurants, print shops, stores — spends every month collecting: calling clients for daily reports, retyping figures from documents, adding up VAT by rate, and finding problems only once the month has already closed.
Here the figures arrive on their own. Each client's till sends its trading day to the central system, so the accountant opens the application in the morning and yesterday is already there — takings, till summaries, new purchases, current stock.
02 The challenge
The hard part was never the accounting. It was collecting the numbers before the accounting could start.
- 01 Clients running a dozen different till and production systems
- 02 Reports requested by phone every month, then retyped
- 03 VAT by rate, cash, card and bank transfers added up by hand
- 04 No view of a client's stock, write-offs, margin or real cost
- 05 Problems surfacing only once the month was closed
03 The solution
The data comes to the practice instead of the practice going after it — and arrives in the same shape for every client.
Each client's till runs a small companion that only reads and sends the day's trading. It cannot change anything on the client's side, and sending the same day twice never duplicates a figure.
Every figure is presented the same way for every client, so a practice reads fifty businesses in one format rather than fifty.
At month end, one click produces a single document — cover page, contents, every included report, stamp and signature — in a fixed order, ready to file.
04 Key capabilities
What it makes possible.
- 01
Figures that arrive by themselves
Each client's till sends its trading day to the centre. Nobody is called, nothing is retyped, and yesterday is there this morning.
- 02
One document at month end
Instead of seven attachments, the month closes as a single file with a cover, a contents page and every report in a fixed order — the same shape every month, for every client.
- 03
A reporting pack fitted to each business
Which reports go into the monthly pack is set per client, so a print shop is not asked about recipes and a café is not asked about production runs.
- 04
Conclusions, not only tables
The system reads the same figures and says what they mean — turnover down against the previous period, costs above income, a margin thin enough that any cost rise eats the profit, a handful of items carrying most of the trade, an ingredient down to a couple of days of stock. Each finding links to the report that proves it.
- 05
Profit worked out properly
Profit is not takings minus this month's purchases. It uses the cost of what was actually sold — from real consumption in production, or from the last purchase price — because buying and selling rarely fall in the same month.
- 06
One view per role
An accountant sees only the firms assigned to them, an owner sees their own business in full, and a member of staff sees the business without its finances.
05 Business value
What changes for the business.
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A practice reads every client in the same format, every month.
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An owner sees their trading position now, not weeks after the fact.
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The month-end pack is generated instead of assembled.
The month closes as one document, built from figures nobody had to ask for.
