Delightfully simple personal finance & budgeting for the modern-day spender
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
2019
2018
Based in
CA
GB
Pricing model
Not given
Paid
Pricing
$10 per month or $100 per year. 30-day free trial with no credit card required. Price locked in for life for current customers.
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
Bank transaction syncing
Net worth tracking
Multi-currency support
Crypto portfolio tracking
Transaction splitting and tagging
Budget categories and tags
Rules engine
Budget management
Recurring expense tracking
Calendar and cash flow visualization
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
Price locked in for life guarantee
Pay-what-you-want annual subscription pricing
Built for global and cross-border finances
Subscription pausable with credit for unused time
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