Help center

Step-by-step guides and short videos for every part of ProfitSync.

Getting started

Getting started with ProfitSync — Create your workspace, find your way around and record your first money in minutes.
Dashboard — See revenue, expenses, profit, balances, debts and what needs your attention — all on one screen.

Transactions — Record income, expenses and refunds, attach receipts, split payments and find any entry in seconds.
Import & export transactions — Bring in a bank statement from CSV, Excel or PDF, and export your ledger to CSV whenever you need it.
AI quick add — Describe a payment in your own words, snap a receipt or just speak — AI fills in the form for you to check.
Recurring payments — Set up rent, salaries, subscriptions or retainers once — ProfitSync records them when they are due.
Categories & tags — Organize every transaction with categories for reports and budgets, and tags for anything extra.

Banks & accounts — Track cash and every bank account, see your net worth, and move money between accounts with transfers.
Debit & credit cards — Add your cards, see what you owe and your available credit, and pay statements on time with autopay.
Debt & loans — Track loans you owe and money owed to you, see your debt-free date and plan the fastest way out.
Spaces (savings goals) — Put money aside for goals like a trip or an emergency fund and watch each one grow.

Budgets — Set an overall spending limit and smaller budgets per category, then see at a glance what is left.
Calendar — See your money day by day — what came in, what went out and what is scheduled next.
Money flow — Follow your money as a connected map — where it comes from and where it goes.
Analytics — Income, expenses, profit and trends by day, week, month or year — with filters for any slice.

Clients — Keep every client with their income, costs and profit, and see which relationships really pay.
Quotations — Create quotes for prospects, track them from draft to accepted and turn a win into a client in one click.
Workspaces & team — Run separate workspaces for each business or for yourself, and invite your team with the right role.

Google Sheets sync — Keep your whole workspace in one Google Sheet that updates on its own — and edit it back.
Connect ChatGPT & Claude — Ask AI apps like ChatGPT and Claude about your money, or add entries by chat — safely, with your permission.
Settings & profile — Update your profile, language, theme and notifications, and manage your account.
Plans & billing — Compare Free and Premium, upgrade in a few clicks and download your invoices.
Refer & earn — Share your link, and earn a reward when a friend upgrades to a paid plan.
Trash & restore — Everything you delete waits in Trash, so you can bring it back — or remove it for good.

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