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.
AI-GUIDED MIGRATION
Bring your data in with your own AI assistant
Profitdrive does not include an AI agent. Export what you have today, from spreadsheets or another system, and give the assistant you already use the prompt below. It reads your files, prepares import files for your people, deals, projects and overheads, and asks what it needs. You approve every file before it goes in.
No Profitdrive account yet? Request early access first. See how early access works
START HERE
Read https://www.profitdrive.app/en/agent/migration/guide and help me move my firm's data into 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 early access, and continue once my firm has been set up. 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. Show me every proposed change before anything is written. Once I approve a step, carry it out in my browser if you can, then check the result and tell me what happened.
CHOOSE THE MIGRATION SCOPE
Choose the scope that matches how your firm runs
If your Profitdrive account already has its settings, your assistant starts from them.
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 assistant works through one step at a time, and you can pause whenever you need to.
- 00
Settings
Confirm your account is set up, choose the scope, and check the working calendar, cost settings and margin targets.
- 01
People
Prepare and review your people, and import them first, because everything else depends on them.
- 02
Projects
Import each past opportunity, review its Deal Model, and only then move it to Won.
- 03
Pipeline
Add live opportunities, then planned extensions and change requests, and review each before it is saved.
- 04
SG&A
Classify your monthly overheads, import them with the current template, and check the categories.
- 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
Your assistant prepares and explains, and you decide
Your assistant keeps your original file and proposes only changes you can trace. When you approve a step, an assistant that can use your browser, signed in as you, can carry it out and report back. You can also do every step yourself.
Start with your own firm, then bring your data in.