Build Once.
Scale Forever.
An AI-powered Financial Operating System built to do the heavy lifting, so you don’t have to do it all yourself.
The financial support, clarity and results you need, all within seconds.
Every Tool Designed With Purpose.
Combined together they are your financial OS.
Giving you guidance and answers on demand, to support your growth and desired lifestyle.
Integrates with QuickBooks to surface key numbers
Analyzes your financial data with AI
Delivers personalized insights + recommended next steps, so you know exactly what to take action on
Automates manual tasks so your team doesn’t have to
Plugs right into systems you already use, no tech skills needed
Financial OS
Plug-and-play tools built to deliver. Ready to deploy. Easy to use.
Confused by your numbers?
Most founders are flying blind.
See real-time profit, revenue and cash flow.
No spreadsheets. Just clarity, in seconds.
FINANCIAL SNAPSHOT AGENT
For: Founders who want clarity fast
Worried about making rent or payroll?
You're not sure what's coming next.
Know your cash runway weeks in advance.
Plan smart and avoid surprises, so you're never in a bind.
CASH FLOW FORECASTING AGENT
For: Founders who need to plan ahead
Making sales but still not profitable?
Revenue's up. Your bank account says otherwise.
Fix margin issues and grow your bottom line.
Simple plan. Clear path. Custom built from your numbers.
PROFIT PLANNER AGENT
For: 7 figure businesses with low take-home
Tired of chasing invoices?
Late payments are killing your cash flow.
Get paid faster with automated follow-ups.
No chasing. No awkward emails. Tracks overdue payments and does the work for you.
REVENUE TRACKING AGENT
For: Businesses with slow-paying clients
Where's all your money going?
Expenses sneak up. Margins shrink. Cost leaks go unnoticed.
Catch leaks and overspending instantly.
See rising costs before they become a problem, so you can actually do something about it.
SPEND ANALYZER AGENT
For: Founders focused on profitability
Not sure if you're undercharging?
Your pricing feels random. Your profit feels low.
Analyze pricing, costs and margins in one click.
So you know when to raise prices and by how much.
PRICING EVALUATOR AGENT
For: Anyone questioning their pricing
Worried about rising tariffs or global costs?
We'll help you stay ahead of the squeeze. Ask us about proactive pricing and margin planning.
Want better results, faster?
Stack 3 agents for a full Financial OS.
PROFIT BOOSTER STACK
Built for founders ready to maximize margins without adding more work.
This bundle includes:
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Profit Planner Agent
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Pricing Evaluator Agent
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Spend Analyzer Agent
CASH FLOW
KIT
Built for founders who want stable, stress free cash flow.
This bundle includes:
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Financial Snapshot Agent
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Cash Flow Forecasting Agent
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Revenue Tracker Agent