AI-powered quote generation, time tracking and team planning for tradespeople and service providers
Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
Stage
Startup
Established
Founded
2026
2018
Based in
DE
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
AI-assisted quote generation with voice messages and photos
Professional PDF export with company logo and letterhead
Compliant document generation with legal requirements
Compliant time tracking and digital clock-in
Team scheduling and shift planner
One-click conversion from project to invoice
Automatic export to DATEV, sevDesk and LexOffice
Digital signature capture for quote acceptance
AI learns from saved quotes and suggests individual prices
AI access via Claude MCP for data-connected assistance
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
Generates professional quotes in under one minute using AI
Works offline and is operational on mobile devices
Complete project lifecycle from quote to invoice in one system without data re-entry
Integrated compliance with German tax and labour regulations
Ready in 10 minutes to use, versus weeks for alternative software
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
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