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 4.7/5 by 500+ Leaders
Trusted by 1,500+ Organizations worldwide
Problems we solve
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.
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
Core capabilities
Project Financial Tools Built for Finance
Teams Who Need Live Visibility
One platform where every portfolio project is governed, tracked, and delivered end to end.
Financial Management
Finance and projects, same live numbers
CapEx, OpEx, and variance tracked in one dashboard. Planned vs. actual updates automatically.
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, and ROI update automatically
Time-phased cost plans show exactly where capital flows. Investment reporting always current.
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
Build your complete project plan in seconds
Describe a business situation and the agent builds your full project structure in seconds.
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
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
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.
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.
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.
Customer stories
The results speak for themselves
“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”
Mark Hudoba
Executive VP · REHAU Building Solutions
“Just in the last year, we saved over $300,000. That made it easy to pitch to the owners to implement OKRs throughout the company.”
Deena Giordano Ullom
VP of People Operations · United Technical Support Services
“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system – a single source of truth for all projects.”
David Serra
Head of Transformation & CMO · CELO Industry
“After implementing Profit.co, our employee participation in goal setting jumped from 60% to 80%, and review cycles became 40% faster. Leaders now have clear, real-time visibility into progress.”
Suganya R.
Senior HR · Toyota Connected India
“One of the significant benefits we found was reduced time spent on reviews – 75% reduction of time spent in reviews and 84% reduction in time spent in PPTs for Executives.”
Gerardo Haro
CI Manager · Intuitive Surgical
“With Profit.co, we can assign tasks, track progress, and see how everything contributes to our overall goals and mission. Watching everything come together, from the bottom-up tasks to the overarching strategy, is incredible.”
Catherine Pelton
Communications Manager · RUNX1 Research Program
Integrations ecosystem
Connects to the tools
your teams already use
100+ native integrations with bi-directional sync. Progress in Jira automatically moves OKRs. Slack bots enable check-ins without leaving your workflow.
Browse all 100+ integrations →Enterprise Grade Security
Keep your company’s data secure and compliant with industry-leading security standards and certifications.
SOC 2 TYPE II
ISO 27001
GDPR
HIPAA
FAQ
Have questions? We have answers
How does Profit.co track CapEx and OpEx across projects?
Profit.co tracks planned budgets, actual expenses, and variance across CapEx and OpEx categories in one financial dashboard. Expenses are categorized automatically and variance analysis updates monthly against the fiscal year plan. Finance and project teams always work from the same numbers.
What EVM metrics does Profit.co calculate?
Profit.co calculates CPI, SPI, Planned Value, Earned Value, and Actual Cost — updated automatically as work progresses. No manual EVM calculations in Excel needed.
Can Profit.co integrate with our ERP or financial systems?
Yes. Profit.co integrates with SAP, Oracle, Snowflake, Power BI, Tableau, Excel Online, and Google Sheets. Financial data from your ERP flows in automatically — no manual re-entry.
How does project intake and demand management work?
Incoming project requests are scored on benefit vs. complexity, strategic alignment, and estimated investment before any capital is committed. Only approved requests convert to funded projects.
How does the Value Realization Office module work?
The VRO module sets planned benefit targets per project (revenue growth, cost reduction, risk mitigation, compliance, customer satisfaction) and tracks realized values automatically post-delivery — showing which projects delivered on their business case.
Still have questions?
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