Every plan includes a custom AI intelligence app built for your business. Continuously updated. Always improving. ROI from day one.
Your entry into AI-powered profit intelligence.
The full AI advisory experience with daily intelligence.
Executive-grade intelligence for strategic decision-makers.
For advisory firms deploying AI across their client base.
All prices in USD. Annual billing available -- save 2 months.
Deploy custom AI profit intelligence for each of your business-owner clients. Volume pricing. White-label options. A new revenue stream for your practice.
Each of your clients gets their own dedicated AI intelligence app. Volume discounts at 5+, 10+, and 25+ clients.
Your brand, our AI. Deliver intelligence apps branded to your advisory practice. Your clients see your name.
Quarterly co-branded executive summaries formatted for your advisory review meetings. Professional, printable, impressive.
Every plan includes a custom AI intelligence app built specifically for your business. This is a living application that connects to your data, runs proprietary AI analysis, and presents actionable profit insights. It's not a template -- it's built for you.
Most clients are up and running within 72 hours of connecting their data. We handle all configuration and setup. You just connect your data sources and start getting insights.
The intelligence app is part of your subscription. If you cancel, you retain full access to export all your data and reports generated during your subscription. The ongoing AI analysis and daily updates are part of the service.
Absolutely. Upgrade anytime to unlock more AI Brains and features. Changes take effect immediately. If you downgrade, your current billing period continues with full access.
Yes. Annual billing saves you 2 months -- pay for 10, get 12. Contact sales for annual pricing on any plan.
Every client gets a dedicated environment. Your data is never mixed with other clients. We use bank-level encryption, SOC 2 compliant infrastructure, and your data never leaves your dedicated instance.
QuickBooks, Xero, Salesforce, HubSpot, custom CRMs, route management software, billing systems, spreadsheets, and more. If it has data, we can likely connect to it.
Our Enterprise plan is specifically designed for advisory firms. Deploy custom AI intelligence for each of your business-owner clients with white-label options and volume pricing. Visit our For Advisors page to learn more.
Get a free AI audit of your business data. No obligation. Results in 72 hours.
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