AI-Powered
Profit Optimization
for Growing Businesses
Connect your QuickBooks, Stripe, or Square — and get weekly "profit plays" with specific, actionable recommendations and estimated dollar impact.
A fractional CFO costs $3-10K/month. We start at $99.
You're Leaving Money on the Table
Most small business owners are great at their craft but flying blind on financial optimization.
Hidden Margin Leaks
20% of small businesses are unknowingly losing money on their best-selling products. Creeping costs, bad pricing, and unprofitable customers drain profits silently — for months before anyone notices.
Dashboards You Ignore
QuickBooks gives you numbers. Spreadsheets give you more numbers. What you actually need: someone to tell you what's wrong and what to do about it — in plain English, with dollar amounts.
Can't Afford a CFO
A fractional CFO costs $3-10K/month. For businesses under $5M revenue, that's prohibitive. So you guess at pricing, react to costs too late, and leave profit optimization to chance.
Your AI CFO — Not Another Dashboard
We don't give you charts. We tell you what to do, why, and exactly how much it's worth.
Margin Leak Detection
AI analyzes every transaction to find products, services, and customers that are secretly destroying your margins. Get alerts before small leaks become big problems.
"Your food cost ratio jumped 4% this month — here are the 3 menu items driving it."
Pricing Recommendations
Data-driven pricing suggestions with estimated revenue impact. Know exactly which prices to raise, by how much, and the projected effect on volume and profit.
"Raising prices on these 5 SKUs by 8% would add $2,400/mo with <2% volume impact."
Weekly Profit Digest
Every Monday, get your top 3 actionable profit plays — specific recommendations with dollar amounts, ranked by impact. No jargon, no fluff. Just money moves.
"This week's top play: renegotiate your COGS supplier. Estimated annual savings: $18K."
Cost Trend Alerts
Real-time monitoring of cost categories. Get alerted when any cost category trends above normal — before it shows up in your quarterly P&L as a nasty surprise.
"Labor costs are 3.2% above your 6-month average. Here's what changed."
Built for Businesses That Move Fast
Vertical-specific insights for the industries where margins matter most.
Restaurants
Food cost optimization, menu engineering, labor scheduling insights, waste tracking, and vendor comparison. Built for 1-5 location operators with $500K-$5M revenue.
E-Commerce
SKU-level margin analysis, shipping cost optimization, ad spend ROI tracking, and inventory recommendations. Works with Shopify, Amazon, and WooCommerce.
Service Businesses
Project profitability, utilization optimization, pricing analysis, and client-level margin tracking. Perfect for agencies, consultants, and professional services.
How It Works
Five minutes to connect. First insights within 24 hours.
Connect Your Tools
Link QuickBooks, Xero, Stripe, Square, or Shopify. Our secure integrations pull transaction data automatically — no manual uploads, no CSV exports.
AI Analyzes Everything
Our AI examines every transaction, identifies margin patterns, benchmarks against industry data, and spots opportunities you'd never find manually.
Get Profit Plays
Receive weekly actionable recommendations with estimated dollar impact. Mark them as done, track cumulative savings, and watch your margins grow.
Connects to Tools You Already Use
Pays for Itself in Week One
Most customers find savings worth 10-50x the subscription in their first month.
Starter
For single-location businesses
- ✓1 business entity
- ✓QuickBooks + Stripe integration
- ✓Weekly profit digest email
- ✓Basic margin alerts
- ✓Industry benchmarking
- ✓Email support
Growth
For multi-location & scaling businesses
- ✓Multi-location support
- ✓All integrations
- ✓Advanced analytics
- ✓Pricing recommendations
- ✓Industry benchmarking
- ✓Custom alerts
- ✓Priority support
Pro
For businesses with complex operations
- ✓Unlimited entities
- ✓All integrations + API
- ✓Scenario modeling
- ✓Custom profit plays
- ✓Priority support
- ✓Dedicated onboarding
- ✓Data export & API access
14-day free trial on all plans. Annual billing saves 20% (2 months free). No setup fees.
Stop Guessing. Start Optimizing.
Join the waitlist for early access. First 500 members get 50% off for life.