Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Stage
Not given
Established
Founded
Not given
2018
Based in
Not given
GB
Pricing model
Paid
Paid
Pricing
$13 per month or $95 per year ($7.92/mo when billed yearly). Includes free 1-month trial.
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 transaction categorization
Budget rollover
Cash flow tracking
Subscription detection
Investment performance monitoring
Portfolio allocation tracking
Real estate valuation
Multi-account aggregation
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
Privacy-first design with no ads or data selling
Unified dashboard for all accounts and investments
Smart AI automation that improves over time
Available on Web, iPhone, Mac and iPad
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
Copilot Money
Wealthfluency