An AI analyst that plugs into your accounting and operations, watches every number, and tells you — in plain English — what's bleeding cash and what to do about it.
Most owners see their real financial picture once a year — at tax time. Everything in between is guesswork.
Subscriptions nobody uses, vendors who crept their prices up, jobs priced below margin, refunds nobody questioned. Each small. Together — thousands a month.
Which service is actually profitable? Which customer costs more than they pay? You decide on gut feeling because pulling the numbers takes a weekend.
Your accountant closes the month three weeks after it ends. By the time you see a problem, you've been paying for it for two months.
Read-only by default, wired into the tools you already use. It watches, analyzes, and reports — you decide.
Direct connection to QuickBooks, bank feeds, payment processors (Square, Stripe), and spreadsheets. We've run this integration in production for our own operations.
Flags duplicate charges, creeping vendor costs, unused subscriptions, under-priced work, and margin erosion — with the dollar amount attached.
Revenue, costs, margin, cash position — a short plain-English brief in your inbox or Telegram every Monday. No dashboards to learn.
"What did we spend on materials last quarter?" "Which client is most profitable?" Ask in plain English; the agent answers from your real data in seconds.
Profitability broken down per product, service, client, or job — so you know what to scale and what to kill.
Unusual expense, missed invoice, a revenue dip versus the same week last month — you hear about it the day it happens, not at month-end.
A rolling forecast of money in and out, so payroll week never surprises you again.
Beyond reporting: concrete suggestions — renegotiate this vendor, raise this price, drop this offering — each backed by your own numbers.
We look at what systems you run (accounting, payments, POS) and quote the exact integration scope.
30 minutesSecure, read-only connections to your books and payment systems. No data leaves your accounts; credentials stay encrypted.
Day 1Within days you get the first leak report — most clients find the agent has paid for itself before the build is even finished.
Live from day 1Reports, alerts, and Q&A become part of how you run the business. Hourly support for new reports and deeper analysis.
Hourly supportBooks integration, leak detection, weekly reports, and ask-anything Q&A — scoped to your systems. Exact quote on a free consultation.
Yes. Connections are read-only by default — the agent can see, not touch. Credentials are encrypted, access is least-privilege, and everything runs in secure cloud infrastructure. You can revoke access at any moment from your own accounts. On-prem deployment is available on request.
Messy books are where the biggest leaks hide. The agent works with what exists — bank feeds and payment data are usually clean even when categorization isn't — and part of the first stage is flagging exactly what's miscategorized or missing.
No — it makes them faster and keeps them honest. Your accountant handles compliance and taxes; the agent handles daily visibility, analysis, and the questions you'd never bother your accountant with. Many clients share the weekly reports with their accountant directly.
$2,000 covers connecting your core systems (accounting + payments), leak detection, and the weekly report rhythm. Multi-entity businesses, custom dashboards, and forecasting modules scale the quote — exact number on the free call.
If you can't answer in ten seconds, you need this agent. Free consultation, exact quote on the call.
Free call, exact quote, no obligation.