Profit.co for Finance Teams

Know About Budget Problems Before They Happen

Live project cost tracking, EVM metrics, and investment ROI – so finance sees problems coming, not after the damage is done.

Rated 4.7 out of 5 on G2, Capterra and Gartner

Rated 4.7/5 by 500+ Leaders

Trusted by 1,500+ Organizations worldwide

Trusted by 1,500+ organizations worldwide
G2 Fall 2026 awards: Leader Enterprise, Leader, Regional Leader Middle East & Africa, High Performer Enterprise, Easiest Admin Enterprise, Momentum Leader

Why Finance Teams Are Always Last to Know About Budget Problems

Most project tools track scope and timelines. They don't give finance the visibility they need until the damage is done.

  • Budget overruns only show up after the damage is done

  • CapEx and OpEx tracked in spreadsheets separate from project status

  • No link between capital invested and strategic outcomes delivered

  • Finance and project teams working from different numbers

Project Financial Tools Built for Finance Teams Who Need Live Visibility

  • Financial management CapEx OpEx variance dashboard

    Financial Management

    Finance and projects, same live numbers

    CapEx, OpEx, and variance tracked in one dashboard. Planned vs. actual updates automatically.

  • EVM dashboard with CPI and SPI metrics

    Earned Value Management

    Spot overruns weeks before they happen

    CPI and SPI update in real time as work progresses. No manual EVM calculations needed.

  • Investment tracking IRR NPV ROI reporting

    Investment Tracking

    IRR, NPV, and ROI update automatically

    Time-phased cost plans show exactly where capital flows. Investment reporting always current.

  • Demand management scoring before funding approval

    Demand Management

    Filter low-value requests before funding

    Every request is scored before budget approval. Finance sees the business case before capital commits.

Complete feature set

Everything Finance Teams Need to Govern Project Spend

Budget tracking, EVM, investment ROI, and demand management across the full portfolio.

  • EVM Dashboard

    CPI and SPI live

  • Financial Management

    CapEx, OpEx, variance live

  • Analytics & Reports

    Exports for audit and board

  • Portfolio Dashboards

    Status at a glance

  • Scenario Planning

    Model before committing budget

  • Milestone Tracking

    Delivery tied to milestones

  • Value Realization Office

    Planned vs realized benefits

  • Investment Tracking

    Budget health, all projects

  • Demand Management

    Score before capital commits

  • Strategic Alignment

    Every project tied to OKRs

  • Stage Gate Management

    Every project tied to OKRs

  • Risk Management

    Risk heatmap, full portfolio

AI Agents

Your portfolio runs itself while your team delivers

AI agents build plans, spot issues early, and pull live status reports across every project.

  • PPM Authoring Agent

    PPM Authoring Agent

    Build your complete project plan in seconds

    Describe a business situation and the agent builds your full project structure in seconds.

  • PPM Progress Agent

    PPM Progress Agent

    Spot issues before they become delays

    Monitors project health across your portfolio and surfaces issues before they turn into delays.

  • PPM Summary Agent

    PPM Summary Agent

    See a summary of every project

    Pulls the latest data and delivers a clear portfolio summary, covering completion, milestones, and budget.

PPM Execution Suite

Connect Your Portfolio to Every Corner of Your Business

  • See how every portfolio investment connects to strategy

    Strategy Execution (BSC & OKRs)

    Tie Every Project to the Strategy It Serves

    Link projects to OKRs and Balanced Scorecard objectives in one place. Prove your portfolio delivers strategy, not just activity.

  • Prove every funded project is delivering on the strategy

    Tasks

    Break Big Projects Down Into Tasks That Get Done

    Cascade projects into tasks with owners, dates, and dependencies. Track delivery from portfolio level down to each detail.

  • Less time on setup, more time on governance

    AI Agents

    Less Time on Setup, More Time on Governance

    AI Agents accelerate project creation and structuring so your team spends less time on setup and more on governance.

See Profit.co PPM in action

Book a 30-minute demo and see how Profit.co gives your PMO live budgets, portfolio health, and strategy alignment in one place.

Integrations ecosystem

Connects to the tools
your teams already use

100+ native integrations that keep your data in sync – so teams check in, update progress, and stay aligned without switching apps.

Browse all 100+ integrations →

Customer stories

The results speak for themselves

Rated 4.7 out of 5 on G2, Capterra and Gartner

Rated 4.7/5 by 500+ Leaders

After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became much faster.

Suganya R.

One of the significant benefits we found was reduced time spent on reviews — 75% reduction of time spent in reviews for executives.

Gerardo Haro

Profit.co gave our teams a shared language for strategy — priorities stay visible, and execution finally matches the plan.

Hasna Beeran

We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year.

Dr. Thomas Troeger

With Profit.co, strategy reviews stopped being slide decks — we see live progress and act on risks in the same week.

Rakshit Choudhary

OKRs in Profit.co helped us connect product delivery to company outcomes — everyone knows what winning looks like.

Prakash Nair

After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became much faster.

Suganya R.

One of the significant benefits we found was reduced time spent on reviews — 75% reduction of time spent in reviews for executives.

Gerardo Haro

Profit.co gave our teams a shared language for strategy — priorities stay visible, and execution finally matches the plan.

Hasna Beeran

We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year.

Dr. Thomas Troeger

With Profit.co, strategy reviews stopped being slide decks — we see live progress and act on risks in the same week.

Rakshit Choudhary

OKRs in Profit.co helped us connect product delivery to company outcomes — everyone knows what winning looks like.

Prakash Nair

We finally have one place where goals, projects, and performance stay aligned — no more chasing updates across tools.

Henry Braithwaite

Profit.co made cross-team priorities transparent — we ship what matters and drop the noise with confidence.

Rahul Daswani

Just in the last year, tracking work in Profit.co made it easy to prove ROI and scale OKRs across the company.

Juan Felipe Arjona

Weekly check-ins in Profit.co keep every squad honest about progress — blockers surface early, not at quarter end.

Ankita Roy

Leaders now have clear, real-time visibility into progress — strategy stopped living in disconnected spreadsheets.

Jose Duvan V.

Profit.co helped us turn annual plans into weekly execution — teams know the score and move with clarity.

Kari Montes

We finally have one place where goals, projects, and performance stay aligned — no more chasing updates across tools.

Henry Braithwaite

Profit.co made cross-team priorities transparent — we ship what matters and drop the noise with confidence.

Rahul Daswani

Just in the last year, tracking work in Profit.co made it easy to prove ROI and scale OKRs across the company.

Juan Felipe Arjona

Weekly check-ins in Profit.co keep every squad honest about progress — blockers surface early, not at quarter end.

Ankita Roy

Leaders now have clear, real-time visibility into progress — strategy stopped living in disconnected spreadsheets.

Jose Duvan V.

Profit.co helped us turn annual plans into weekly execution — teams know the score and move with clarity.

Kari Montes

Enterprise Grade Security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

  • SOC 2 certified

    SOC 2 TYPE II

  • ISO 27001 certified

    ISO 27001

  • GDPR compliant

    GDPR

  • HIPAA compliant

    HIPAA

FAQ

Frequently asked questions

Still have questions? Ask Questions →

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