Naira

🔊 Enjoy 7 days free trial - all features!

🔊 Enjoy 7 days free trial - all features!

Frequently Asked Questions

Security, Compliance & Data Privacy

  • Is my business and financial data safe with Profitaa?

    Absolutely, your business records are safe with us. We secure your entire corporate data footprint using bank-grade AES-256 bit encryption protocols at rest and in transit.

  • Is Profitaa compliant with local data protection regulations?

    Yes, our data processing frameworks are fully aligned with the strict standards of the Nigeria Data Protection Commission (NDPC) and the NDPA 2023 as a Ultra-High Level Data Controller/ Data Processors of Major Importance.

  • Who has access to the financial records logged via WhatsApp?

    Only authenticated users added to your official business profile can query data. We maintain a strict audit trail of every entry made across your subdomains.

  • Can I back up or export my corporate reports if needed?

    Yes, you can download your full ledger lines, stock registers, and customer data streams into clean formats directly from your administrative workspace at any time.

  • What are Profitaa data reliability and server availability standards?

    Your accounting and financial ledgers are securely hosted on a cloud infrastructure designed with active database replicas to guarantee 99.9% uptime and prevent data loss. Furthermore, in strict alignment with regional compliance and data localization guidelines, we are actively working towards establishing local replica servers right here in Nigeria.
    This strategic roadmap ensures your sensitive financial and operational records reside comfortably within national borders as recommended by the law, combining high-speed local 
    processing with secure cloud backups.

WhatsApp & Conversational Accounting

  • How does it work?

    On sending a message to the Profitaa username on Whatsapp (@profitaa) or phone number +2347055588805, you will be able to perform business and accounting functions such as creating invoices, record sales, generate payment receipts and log expenses. Business owners can record sales, expenditures, and split payments (e.g., cash, bank transfers, or credit sales) via simple interactive menu.
    The background AI Agent handles complex ledgers automatically, tracking every supplier status and outstanding kobo.
    Transactions and activities on the Whatsapp reflect on the ERP accordingly.

  • Tell me about the Invoices and Receipts from the Whatsapp interface

    The assistant creates professional PDF invoices containing the company’s logo and custom branding directly within the chat window. These documents can be immediately forwarded to customers. These are actual transactions that appears on your ledgers and in the ERP Portal on core.profitaa.com.

  • Do my field staff need to install any mobile apps to use it?

    Zero installations or downloads required. Anyone on your team who knows how to send a text message can comfortably manage your books directly within WhatsApp. Business owners and field staff can log customer expenses, generate PDF receipts, track loan repayments, and pull real-time financial ledger reports via text message.

  • Can I control how my staff use the Whatsapp Accounting?

    Yes, through the main system workspace on core.profitaa.com, administrators can configure custom WhatsApp accounting permissions for different field employees or staff members, allowing teams to log records while maintaining data controls. Permissions are from total restrictions to partial like, Creating invoice, Creating Receipts, Expense, Generating Reports, e.t.c

  • The Whatsapp Access is different from the ERP access?

    Every transaction entered via WhatsApp syncs live to the central Profitaa platform. This unified approach ensures that what is logged on the road immediately feeds into standard IFRS-compliant frameworks used by corporate accountants. Every Profitaa Subscription plan comes with automatic Whatsapp Access with 50 credits. Each activity on the Whatsapp Accounting charges 1 credit. These are rechargeable when exhausted.

     

    NOTE: Each time you renew your Profitaa access, you are given a complementary 50 credits added to existing credits. A year subscription is 600 credits. A zero credit only means you cannot use the Whatsapp platform but can still use the main Profitaa ERP platform.

Business Operations

  • What makes Profitaa different from traditional accounting software?

    Traditional apps force your team onto complex desktop dashboards. Profitaa puts your entire accounting ledger right inside WhatsApp using interactive graphical dropdowns and rich-UI forms.

  • Can Profitaa handle multiple retail store locations or branches?

    Yes, our centralized cloud core tracks sales, cash pipelines, and inventory metrics across all your distributed storefronts and business units. Each Business Unit (Branch) can operate independently yet sharing valuable data. Imagine running a branch of your company as its own; sales, staff, expenses, inflow, inventory e.t.c with your own unique ledgers and report. Yet, that branch is a node of an entire global company. And as top managers, you can access reports and status of each branch and together as a conglomerate. 

  • Does the software generate full financial statements automatically?

    Yes, every single daily transaction logs instantly to your cloud database to generate complete balance sheets, cash flow metrics, and ledger parameters automatically.

  • Can I manage my company payroll and employee workflows?

    Yes, our integrated HR modules help you log staff data, organize team roles, manage internal workflows, and track employee profiles effortlessly. With integrated Employee Self-service, each employee can login to view all their employment information biodata, leave, discipline, payslips, KPI, memo e.t.c and attendance register. 

  • Does the platform handle loan repayments and tracking?

    Yes, it manages full loan lifecycles, tracks repayment schedules, monitors current balances, and triggers automated alerts the moment a payment becomes overdue.

  • How are customer investment portfolios and capital tracked?

    The system securely logs member capital contributions and automatically calculates real-time return on investment (ROI) metrics based on your custom interest settings.

  • Can field loan officers process client withdrawals on the move?

    Yes, field agents can securely process structured withdrawal requests on-site directly using the interactive WhatsApp Accounting or Mobile Apps which are available on iOS and PlayStore.

  • How does Profitaa assist microfinance institutions and cooperatives?

    We built specialized, localized modules designed to safely record daily customer savings deposits, manage cash balances, and calculate automated capital returns.

Onboarding, Pricing & Account Setup

  • How do I get started with Profitaa?

    Simply create an account on our homepage. Your 7-day free trial will instantly activate, giving you immediate access to all tools, dashboards, and features. You can also sign up via Whatsapp by sending a simple “Hi” to the Whatsapp Username @profitaa or the number +2347055588805. 

  • What happens when my 7-day free trial expires?

    You can transition smoothly onto our user-friendly monthly subscription or enterprise licensing plan to keep your active workspace open without any data interruption. You can upgrade or downgrade your plan at anytime, giving you the flexibility to adjust based on your business status.

  • How much does Profitaa cost after the trial period?

    Our standard plan costs a predictable $7 per active user month. Basic plan is $2 for small business who only want to create invoices, receipts, record sales, manage customers, and business expenses. We also offer custom enterprise licensing for larger cooperative networks requiring dedicated servers.
    Each of the above plan comes with a free 50 credits which can be used on Whatsapp access.

  • What should I do if I don’t receive my registration confirmation email?

    If our automated verification ping isn’t visible in your primary workspace inbox within a few minutes, check your spam folder or verify your local domain’s DNS security settings. You can also contact our Support.