AI-powered treasury management and automated financial workflows for businesses
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
GB
GB
Pricing model
Freemium
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
Connected Banking aggregates 2,000+ bank accounts
Invoice automation with AI-powered OCR
Real-time reconciliation with Xero and NetSuite
Automated workflow builder with templates and AI
Multi-currency accounts in GBP, USD, EUR
FSCS-protected savings accounts
24/7 live support via dedicated Slack channel
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
4x average yield on idle cash vs standard business savings
75% average reduction in invoice processing time
End-to-end automation without implementation months
Real-time audit trails and immutable transaction records
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
Round Treasury
Wealthfluency