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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Upgrade Your Plan
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Enterprise
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Latest Blogs
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Create A New Business - The Profit First Prophet
0:00 To set up a new business in the Profit First Profit, you're on the Businesses tab that you can find across the header here, which will have any business keys that are currently tied to your login details.
0:14 We hit the Create Business button and you're prompted to enter a business name, and I'll put a business name in here, and then you're prompted for the name the owner email to be who's going to be the, the user of this business that is attached to it.
0:33 Uhm, you could, you need a user for that, which is in a separate videos on how to create the user.
0:40 This is me putting in my demo advice. There's a email here, so this is attaching it to me so that I can do the initial setup, ah, for a client in this scenario.
0:51 The phase start date is just when the profit first rollout plan will start from. And that can be changed at any point.
1:03 Hit the create business button and it will then generally go to the bottom of your business list. You see the profit first score is down the bottom there.
1:14 head up and ready to go.
