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
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
CRM and contacts management
Deal pipeline with custom stages
Task and project management with owners and deadlines
Calendar and meeting scheduling with two-way sync
AI Notetaker that joins calls and creates tasks
WhatsApp automations including instant replies and qualifying bot
Facebook and Instagram automation for lead ads and comments
Workflow automations with custom triggers and actions
Budget and accounting with income and expense tracking
Email tracking with opens and clicks monitoring
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
AI assistant manages work across entire workspace, not just data entry
Team-based pricing with no per-seat fees
Replaces multiple disconnected tools in one workspace
Runs on official WhatsApp, Instagram and Facebook APIs with verified app
Member of NVIDIA Inception program for AI startups
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
Zoye
Wealthfluency