Business operations software that connects customer work, billing, and profitability for solo founders and small service teams
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
Free
Paid
Pricing
Lifetime free for accepted early users during limited-free registration period. Future paid plans will apply to registrations made after the offer closes.
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
Customer and project management
Estimates and invoicing
Payment and expense tracking
Project profitability reporting
Multi-language interface
AI-assisted workflows
Tax and expense categorization
Multi-factor authentication
Business analytics and reporting
Connected workflows from customer to payment
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
Connects work delivery with billing and profitability in one system
Reduces repetitive data entry by linking customer projects to financial records
AI-assisted tools for operational workflows
Lifetime-free access for early users during limited registration period
Source records remain available for review and audit
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
FollowIncome
Wealthfluency