Effective. Efficient. Expeditious.
Your Go-To Knowledge Base for Using Profit First Prophet
Step-by-step tutorials, quick answers, and best practices for using Profit First Prophet to manage your business finances with clarity and confidence.
Whether you’re setting up your account or optimising advanced reporting, this wiki is here to save you time, reduce confusion, and help you get the most from your software.
Committed to Helping Our Clients Succeed
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Getting Started
New to Profit First Prophet? Start here for setup guides, account basics, and first steps to get your financial system running smoothly.
Using Your Account
Learn how to track income, allocate funds, manage cash flow, and stay on top of your Profit First accounts with ease.
Advanced Tools & Reporting
Explore forecasting, advanced reporting, integrations, and expert tips to optimise your financial decision-making.
Committed To Helping You Succeed
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Latest Blogs
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Baseline Setup Outcome - The Profit First Prophet Software
0:00 The end result of the baseline setup in the profit first profit is that you're going to get this picture what any given profit first bank account balance will be at any given point in time based upon data that has been entered into this platform based upon a rollout plan.
0:26 So, we're going to be stepping through that process of setting this whole platform up to be able to get that end picture.
0:34 You're going to have the percentage rollout plan, we can set up bank accounts as to whatever it the profit first bank accounts need to be in the business.
0:45 We're going to be updating bank account balances to get what the current picture is and the forecast from there, as well as the, the data entry side of things.
0:56 And so, they're, each of those, the tabs quickly run through that we're going to be delving deeper on to give that end picture of being able to show what any given profit first bank account balance will be at any point in the future.
