Personal finance software with budgeting and cashflow forecasting
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
2008
2018
Based in
Not given
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
Automatic bank feeds from 12,000+ institutions
Multi-currency support
Cashflow forecasting up to 60 years
Custom dashboards
Flexible budgeting
Transaction search and categorization
File management
Net worth tracking
AI assistant integration
What-if scenario planning
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
Forecasting up to 60 years into the future
Flexible, customizable approach to budgeting
AI integration for financial insights
Over 391,000 users globally
User data monetization-free business model
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
Wealthfluency