Questions
Frequently asked questions
Short answers, each with a link to the detail.
Find the guide for your decision
Find the guide for your decision →01
About Profitdrive
What is Profitdrive?
Profitdrive shows the owners of IT and professional services firms where revenue and profit are heading over the coming months. It builds the firm's P&L for the months ahead from your pipeline, project plans, people cost and overhead, so you can see what a deal, a hire or a delay does to company profit before you decide.See the whole system →
Who is Profitdrive for?
The leadership of IT and professional services firms that bill their people out: the people accountable for revenue, margin, utilisation and delivery, including firms with several business units. Profitdrive earns its keep once the outlook is split between sales, delivery, HR and finance.See what leadership reads →
Who is behind Profitdrive?
Profitdrive is designed from the operating experience of its founder, Gerben Bosch. He has twenty years in finance in services firms, including finance transformation consulting and a deputy CFO role in the Netherlands. He later held CFO and COO roles.Read about the founder →
Where is Profitdrive available?
Profitdrive is operated from Sydney, Australia and sold online in any country. Paddle, our merchant of record, shows prices in your local currency and handles the tax where you are. The app is in English; the website is also in Dutch.See pricing in your currency →
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Compared with what you use now
How is Profitdrive different from our accounting system?
Your accounting system records what has already happened. It usually does not hold which days were planned and delivered, on which project, at what rate. Profitdrive holds those delivery facts and shows the months ahead from Contracted work, Extensions and your Pipeline. It sits alongside your accounting, payroll and billing systems and does not replace them: your accounting system keeps the ledger and issues the invoices.See the forward P&L →
Is Profitdrive an ERP?
No. You keep your accounting system, and it stays your financial record. A services firm does not need to replace it. It needs its deals, plans, people and time in one place, and its decisions judged by what they do to the whole firm. Profitdrive works beside your accounting system and does not take over the accounts.More on integrations →
How is Profitdrive different from a PSA?
A PSA (professional services automation platform) runs delivery day to day: tasks, weekly scheduling, time and invoicing. Profitdrive holds the forward P&L for the whole firm, including people cost, the bench and overhead. A firm that moves people across many short projects each week is usually better served by a PSA. Profitdrive is for firms that sell longer engagements.See how Profitdrive works →
Do we still need HubSpot or Pipedrive?
Yes, if you use them to market to and follow up with buyers. Keep doing that there. Profitdrive takes over where the deal becomes real: once an opportunity needs a price, its stages, Deal Model, staffing and margin are followed in Profitdrive, and the won deal becomes the project plan. Profitdrive covers the core pipeline stages, but it does not do marketing automation, email sequences or contact activity history.See how a deal is priced →
Why not keep forecasting in a spreadsheet?
A spreadsheet prices deals well, and owners trust it because it is theirs. It struggles to stay one version: each copy drifts as the work moves. Profitdrive keeps one model from the deal to the project to the firm P&L, so the outlook moves when the business moves. If one person holds the whole outlook, a spreadsheet may still be enough.See the forward P&L →
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Your data and systems
Is our people and cost data secure?
Yes. Individual salaries are visible only on Full seats; everyone else plans with a daily cost per person. Leadership sees profit for the firm, each project and each deal without seeing individual pay.More on security and trust →
Does Profitdrive connect to our accounting system?
Yes, with any accounting system. Once a month you import your actuals by CSV, which takes a few minutes. Xero is an optional connection on top: a Full seat sets it up, it is read-only, and as well as actuals it brings in sales invoices and supplier bills, so you see what is invoiced and outstanding for each client. Either way, you map accounts to your P&L lines and accept each month, and those actuals sit beside the outlook without changing it.More on integrations →
Can my accountant or fractional CFO work with it?
Yes. Invite them on a Partner seat, which is read-only. They work from the same live forecast, so their time goes on advice rather than on collecting and reconciling numbers.See the forward P&L →
Can our delivery team record time in Profitdrive?
Yes, once your firm switches Timecards on. Each person's week arrives prefilled from the project plan, so they confirm or correct it and add leave. Confirmed time gives delivered days and cost by project beside the outlook; it does not change revenue or the forecast. The Submitter seat covers it.See how Timecards works →
Can Profitdrive forecast our forward profit?
Yes, month by month for the whole firm. The outlook comes from data your teams already keep, so it moves when a deal, a plan or a hire moves. Pipeline counts at full value; you decide how far to rely on it.See the forward P&L →
Can we build next year's budget in Profitdrive?
Yes. A plan starts from the work you already have and your current rates, utilisation and costs. It shows the gap to your target and the bookings needed to close it, and you publish it as your Budget or Forecast.See where Plan sits in Financials →
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Pricing and access
How is Profitdrive priced?
Per seat, with one monthly price for each: Full for the people who make the firm's financial decisions, Team for managers who run projects and resourcing, and Submitter for everyone who records time and leave. Your subscription includes five Submitter seats. The pricing page shows each price in your currency. The 50% launch discount applies to your first 3 monthly bills. From the fourth month, the full monthly price applies. Offer available until 31 January 2027.See the seat model →
How do access and the trial work?
Request access to a 30-day trial on your own numbers. We'll email you your Profitdrive login to get started. No card is needed to start. To continue, you start your subscription at checkout.See the 30 days step by step →
What happens after I request access?
We'll email you your Profitdrive login to get started on a 30-day trial on your own numbers. No card is needed to start. You bring exports of your people, costs, projects and pipeline, and approve the setup in Profitdrive, on your own or with your AI.Request access →
What does set-up involve?
Set-up means loading your own people, costs and deals from whatever you use today: spreadsheets, a PSA, a CRM or a project tool. Your AI prepares the import files from your exports and our migration guide, and you approve each one. Or use the import template in People, Projects and Pipeline.Read the migration guide →
Can we invite colleagues during the trial?
Yes, up to five users during the trial, including you. To add more, start your subscription at checkout and add them in Settings.See what the trial includes →
What happens at day 30, and is our data kept?
If you start your subscription at checkout, your firm carries on with everything you have loaded. If you do not continue, your firm becomes read-only on day 30, and exports keep working. We keep your data for at least 60 days, and before we delete it we email the Owner at least a week ahead.See what happens at day 30 →
Can we work through our own AI?
Yes, if its account and workspace support a remote MCP connection. Connect it using the details in Profitdrive Settings. It can work from permitted Profitdrive records and calculations, help prepare Deal Models and supported updates, and explain Profitdrive's results. An authorised person reviews and confirms proposed changes in Profitdrive. Your AI can also consider that view alongside information you provide or authorise it to access.Check connection requirements →
How do we know whether AI is taking on more of the work?
Compare qualifying recorded changes over time by area or type of work. The view distinguishes changes made by a person from changes prepared by AI and confirmed by a person, with proposal outcomes and measurement coverage alongside them. It measures those changes rather than total working hours or questions asked.See how work is measured →
Can your AI change the numbers on its own?
No. Your AI prepares a change. A person approves it in Profitdrive.See how it works →
Try it on your own numbers.