Profitdrive//

AI-GUIDED MIGRATION

Prepare the move with your AI

Once your invitation is accepted, bring exports from your current tools. Your AI helps prepare settings, people, projects, pipeline and overheads in the order they depend on one another. You check the mappings, provide missing information and review the proposed changes in Profitdrive.

Read the guide your AI will followCheck what your AI needs to connect

No Profitdrive account yet? Request access first. See how access works

START HERE

Read https://www.profitdrive.app/en/agent/migration/guide and help me set up my firm in Profitdrive. Work through the numbered plan one substep at a time. First ask whether I already have a Profitdrive account. If I do not, send me to https://www.profitdrive.app/en/start to request access, and continue once my invitation is accepted. If I do, help me choose the Core, Structured or Advanced scope before asking about any settings, and use my current settings as the starting point. Before setup, confirm I can connect you with remote MCP to Profitdrive using the connection details in Settings. Show me every proposed change before anything is written. Prefer preparing supported import and setup proposals in Profitdrive over operating the browser as the primary path unless I ask otherwise.

CHOOSE THE MIGRATION SCOPE

Choose the scope that matches how your firm runs

If your Profitdrive account already has its settings, your AI starts from them.

Core

Working calendar, employer on-cost, margin targets, people, current and recent won work with its Deal Models, pipeline, SG&A, and actuals by CSV from any accounting system, or from Xero.

Structured

Core, plus teams, locations, location-specific employer on-cost, and optional grades.

Advanced

Structured, plus costs in other currencies and their exchange rates.

RECOMMENDED MIGRATION SEQUENCE

Six steps, in the order your data depends on

Your AI works through one step at a time, and you can pause whenever you need to.

  1. 00

    Settings

    Confirm your account is set up, choose the scope, and check the working calendar, cost settings and margin targets.

  2. 01

    People

    Prepare and review your people, and import them first, because everything else depends on them.

  3. 02

    Projects

    Import each past opportunity, review its Deal Model, and only then move it to Won.

  4. 03

    Pipeline

    Add live opportunities, then planned extensions and change requests, and review each before it is saved.

  5. 04

    SG&A

    Classify your monthly overheads, import them with the current template, and check the categories.

  6. 05

    Financials

    Import actuals by CSV from any accounting system, or connect Xero. Load your budget or build next year's plan, then check the result against your accounts.

YOUR DATA, YOUR DECISION

Bring your data. Work through the setup together.

Start from your existing Profitdrive settings and choose the scope that fits your firm. Your AI asks about gaps and prepares supported setup and import proposals. The import templates remain available when you want to prepare a file yourself.

Start with your own firm, then bring your data in.

Request access