Agentic CFO Trade and Shop

Profit Review: five ways to make more from your work

Upload your year-to-date accounts in any format, answer three quick questions, and get five practical ways to improve profit in your trade or sector. Checkout opens soon, so join the waitlist now. Nothing is charged.

Products and prices

Coming soon

Profit Review

Planned price: £79 one-off

Upload your year-to-date accounts in any format, answer three quick questions and get five practical ways to improve profit in your trade or sector.

Join the waitlist
Coming soon

Quarterly Profit Review

Planned price: £149 a year

The Profit Review every quarter, so you can see how you’re tracking against the last one.

Join the waitlist
Coming soon

Pricing Pack

Planned price: £29 one-off

Turns your calculator results into a ready-to-use price list, a call-out fee or markup policy and a quote template.

Join the waitlist
How it works

Three simple steps

  1. Step 1: Upload your accounts

    Any format: a PDF, Excel or CSV export from Xero, QuickBooks, Sage or FreeAgent, or a photo.

  2. Step 2: Answer three questions

    The period the figures cover; your trade or type of business and team size; and what you charge.

  3. Step 3: Get five improvement points

    The AI annualises your figures, looks at your margins, pricing and costs, and gives you five specific points for your trade or sector.

Commercial insight only. Every review states the period and the figures used, uses only the figures you upload, and is labelled “AI-generated guidance, not advice”. No tax content: no tax estimates, no set-aside figures and nothing about Making Tax Digital. Not regulated financial advice.

Waitlist

Be first when checkout opens

Tell us which product you’d like and we’ll email you when it opens. Nothing is charged now, and there’s nothing to upload yet.