Looks at your revenue per employee and how long your cash will last, compares them with published industry figures, and recommends whether to hire, cut or spend, with the risk named.
Gives you general, sourced tax-planning points for your business, such as entity choice, retirement contribution room, the QBI deduction and where your estimated payments stand.
Drafts and reviews everyday agreements like service agreements, NDAs and contractor agreements, using common clause wording, and can give an opinion on whether a document reads as AI-written.
Writes job descriptions, checks interview questions against equal-employment guidance, drafts handbook policies and lays out a careful termination process for your business.
Manages your own Salesforce org for you: records, custom fields and objects, and reports. If Salesforce is not connected yet, it gives you the exact steps to connect it.
Turns a business idea into a first plan: the offer, who it is for, real startup costs and margins for that industry, and projections out to five years.
Refreshes the plan for a business you already run, using your real numbers: where you stand today and projections to five years, comparing industry growth with your own goal.
Shapes what you sell into a specific offer people want to buy, raising its value step by step, with a named guarantee for coaching, consulting and marketing businesses.
Sends you regular business reports, daily to quarterly, built from your real numbers and projected on your own trend, with channel advice in the monthly and quarterly ones.
Builds a pitch deck for a lender, investor, partner or your own planning, using your real numbers, your offer and your projections.
Reports your revenue from your own Stripe, Square or QuickBooks account, lists unpaid invoices, helps you manage around those figures and drafts invoices for you.
Runs small money jobs in the background within your settings: nudging late payers, watching supplier prices for rises, and finding software subscriptions you no longer need.