Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Stage
Established
Established
Founded
2012
2018
Based in
IE
GB
Pricing model
Not given
Paid
Pricing
Not given
Profit Scan: $297 (diagnostic, no call required). Profit Audit: 90-minute 1:1 session guaranteed to identify at least $1,000 in savings or profit opportunities, or money back. Profit Advisory: 12-week engagement. Strategic Advisory Retainer: monthly engagement by invitation.
Key features
AI-powered receipt validation
Receipt upload via mobile or desktop
Customizable campaign rules and mechanics
Secure admin panel with audit trail
Live reporting and insights dashboard
Full visibility and control through admin dashboard
Integration with microsites and communications
Automated spend and store verification
Profit Scan: $297 diagnostic revealing where profit went in the past month
Profit Audit: 90-minute strategic diagnostic of numbers, pricing, and cash flow with written action plan
Owner Pay by Design: structure for owner compensation decided before the month starts
Profitable Priorities Decision System: repeatable framework for hire, spend, and investment decisions
Strategic Advisory Retainer: ongoing monthly financial intelligence for growing businesses
What makes it different
Plug-and-play platform requiring no complex setup
AI automatically validates purchases in real time
Built for multi-location retail campaigns at scale
End-to-end delivery from entry to fulfillment
Full audit trail and verified data collection
Two decades of experience inside HSBC Private Bank, Natixis, and Zurich bringing private banking structural thinking to established business owners
Guaranteed to identify at least $1,000 in savings or profit opportunities in the Profit Audit, or money back
Permanent, client-owned financial infrastructure and command centre the business keeps for life
Strategic advisor who answers the financial questions no accountant or business coach can answer
Brandfire
Wealthfluency