| What it does | Every client project, in plain sight.
| Strategic profit advisory for established CEOs who want to close the gap between what their business earns and what they keep
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| Stage | MVP
| Established
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| Founded | Not given
| 2018
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| Based in | JP
| GB
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| Pricing model | Freemium
| Paid
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| Pricing | Free: $0/month (2 users, 3 rooms, 500MB storage). Solo: $35/month (1 seat, 10 rooms, 5GB storage). Starter: $69/month (3 users included, +$15 per additional user, 30 rooms, 10GB storage). Business: $199/month (10 users included, +$19 per additional user, unlimited rooms, 50GB storage). Enterprise: C
| 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.
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| Key features | - Rooms: shared spaces per project with files, conversations, notes, tasks, and decisions
- File tracking: see which clients opened files and which pages they read
- Decision timeline: trace agreements over time with original source records
- Zoom integration: automatic transcript recording and saving to Rooms
- AI agent with approval: drafts responses, reminders, and reports before human review
- Task management: assign tasks with due dates to both team and client
- Slack and LINE sync: messages sync between Room and external chat apps
- Analytics: view logs, engagement reports, and AI-powered project health scoring
- Stakeholder map: visualize project relationships with roles and influence
- Permission controls: choose what clients see and what stays internal per page
| - 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
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| What makes it different | - AI answers questions from Room records with citations to original sources
- Clients join with one click from invitation email; no account creation required
- Works alongside existing tools like Backlog and kintone without migration
- File view tracking shows client engagement and helps spot stalled projects
- All client-facing messages and reports require human approval before sending
| - 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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| Free plan | Not given
| Not given
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| Open source | Not given
| Not given
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| Platforms | Not given
| Not given
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| Public API | Not given
| Not given
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| Community votes | 0 | 0 |
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| DR (Domain Rating by Ahrefs) | 9 ▲ +1 (up) since last check | 10 ● no change since last check |
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| Trust Flow (Majestic) | 0 | 5 |
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| Citation Flow (Majestic) | 17 | 23 |
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| Referring domains (Majestic) | 7 | 18 |
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Terasu
Wealthfluency