Spending freedom for teams. Total control for finance.
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
Not given
2018
Based in
GB
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
Spend limits and approval rules
Real-time expense categorization
Mobile receipt capture
Physical and virtual cards
Accounting software integrations
Multi-currency support
Bank transfers
Budget allocation by team
Fuel card management
Real-time spend reporting
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
No manual data entry or reconciliation required
Own financial services provider
Enterprise-grade security with simple setup
80% time saving on administrative tasks
Serves 25,000+ businesses across 31 European countries
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
Soldo®
Wealthfluency