Contract management and procurement software with AI-powered workflows and compliance automation
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
1995
2018
Based in
US
GB
Pricing model
Contact for pricing
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 contract analysis and extraction
Automated workflow agents for contract processing
Playbook compliance enforcement with surgical redlines
Contract obligation tracking and calendaring
Version control and comprehensive audit trails
E-procurement and purchase order management
Electronic signature integration
Full-text searchable contract repository
Customizable dashboards and reporting
Automated email alerts for contract milestones
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
VISDOM AI with agentic workflows for contract analysis without training on client data
Manages 24 million plus contracts across 100+ countries
95% customer satisfaction rating per QKS
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
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