Your Digital CFO — every industry
Know exactly what to do with your money today.
Profit Play connects to QuickBooks, reads your numbers overnight, and hands you three prioritized money moves every morning. No spreadsheets. No guesswork.
- 01Follow up on $12,400 overdueCritical
- 02Bills due Friday: $5,000Warning
- 03Supplies spend up 18%Review
01 — Every industry
Built for how your industry actually moves money.
Veterinary practice
Companion, mixed, or specialty animal care.
Your practice. Your clients. Your visits.
- AR thresholds tuned for how clients actually pay
- Inventory and supply insights switched on
- An AI analyst that speaks veterinary practice
- Client payments
- $48,210
- AR days
- 23
- Cash runway
- 11 wks
- visits this week
- 162
Follow up on 3 overdue client invoices
02 — What you get
Three surfaces. Zero spreadsheets.
Money Moves
Three prioritized actions every morning — collections to chase, bills to stage, spend to question. Each one says what changed, why it matters, and what it is worth.
- 01Collect $9,800 from 4 overdue invoicesDo first
- 02Stage Friday's bill run — $5,000Stage
- 03Question the 18% jump in suppliesReview
Weekly Scorecard
Wins and risks, one page, every Monday. Know what worked and where the pressure is building before the week starts.
- Collections beat target
- Payroll ratio on plan
- Revenue up 6% on the week
- AR over 40 days creeping
- Card fees up 12%
The Profit Agent™
Ask anything about your numbers. Every answer cites the data it used — and if the data is not there, it says so instead of guessing.
Two drivers: $7,300 more in bills paid, and collections down $4,100 against your trailing average.
03 — How it works
From connection to clarity in one night.
- 09:02Connect✓
Link QuickBooks read-only in two clicks. No exports, no spreadsheets, no credentials stored.
- 09:03Analyze✓
We read every invoice, bill, and balance while you sleep — and rank what matters.
- 09:04Money moves→
Next morning: three prioritized actions in plain English, waiting with your coffee.
04 — The case
Most owners do not have a cash-flow problem. They have a visibility problem — the numbers are right there in QuickBooks, just never turned into a plan for the day.
- 3moves
- Prioritized actions every morning
- 60sec
- A day to run your numbers
- 1night
- From QuickBooks to your first plan
05 — Pricing
Costs less than one missed invoice.
Pro
7-day free trial- QuickBooks sync
- Daily Money Moves
- Weekly Scorecard
- Alerts & tasks
- AI Profit Agent
- Reports & sharing
- Email support
No credit card required
Premium
Larger teams- Everything in Pro
- Unlimited team members
- Multi-location support
- Priority support
Multi-location · custom reporting
06 — FAQ
Straight answers.
Is my financial data secure?
Yes. Profit Play connects to QuickBooks through Intuit's official OAuth flow with read-only access — we never see your credentials and we never write to your books. Data is encrypted in transit and at rest, and every record is scoped to your organization.
What industries are supported?
Profit Play ships with industry packs — veterinary practice, dental practice, med spa, optometry practice, physical therapy clinic, law firm, accounting firm, marketing agency, home services / trades, plus a general pack for everyone else. Each pack tunes alert thresholds, switches inventory insights on or off, and adapts the language to how your industry talks about clients and work.
Do I need accounting knowledge?
No. Money Moves arrive as plain-English actions — who to call, what to stage, what to question — not journal entries. If you can read a to-do list, you can run the play.
How does the AI stay grounded in my real numbers?
Every answer the Profit Agent gives cites the exact data it used — cash position, AR aging, bills due — and it never invents numbers. If the data is not there, it says so instead of guessing.
Can I cancel anytime?
Yes. The 7-day free trial requires no credit card, and you can cancel a paid plan anytime from your billing page. Your data stays intact if you come back.
07 — Your move
Stop guessing. Start profiting.
Connect QuickBooks tonight. Wake up to your first three money moves tomorrow.
Start your free trial