Named after Occam's Razor (pronounced AH-kum) — the principle that the simplest solution is usually the right one. Business planning doesn't need to be complicated. We've distilled it to what actually matters: your goals, your finances, your path forward. Whether that means diagnosing what you run today with Playbook or forecasting where it goes next with Blueprint — no unnecessary complexity.

Use Playbook. It walks your finances from revenue all the way down to after-tax cash in hand, benchmarks every metric against your industry, then ranks what to fix by how much cash each one would actually free up. The million things become an ordered list — with the reasoning, the modeled impact, and a step-by-step plan behind each item.

Use Blueprint. Start from wherever you are — upload your current finances, enter them by hand, or start from a blank page — then set where you want to land in 24 months and draw the path between the two. Revenue, costs, capital and taxes are modeled every month along the way, so you see what the move does to your cash before you commit to it.

No — every paid plan includes both. There's no bundle to choose and no second purchase to make. Most people run Playbook to see where they stand today and Blueprint to test where they go next, side by side in the same account.

Not at all — that's the whole point. We abstract the complexity and provide educational guidance throughout. Every financial term includes a simple explanation. You don't need to understand tax brackets or financial formulas — we handle that for you. Just input your information, and we'll guide you through the rest.

We start with the most advanced models on the market, then layer on proprietary strategy and research documentation written by a team with a decade of banking, private equity, and financial advisory experience. Your live data is structured so the AI always has the right context — whether you're running an action plan, asking a question about your results, or researching pricing. The result is responses that are grounded in your actual numbers and informed by real operational expertise, not generic advice.

Then work with one here. Advisory ($499/month) assigns you an expert who works inside your account on your real numbers and answers your questions in writing within 24 hours — no hourly billing, no re-explaining your business every time. If you want the work done with you rather than reviewed after, Partner (from $1,999/month) adds a dedicated advisor in a live working session every week, and your statements and model built and maintained for you — arranged with us directly. Prefer not to commit? Book a session on any paid plan: $99 for 30 minutes, $198 for an hour. You can also export your financial statements and share them directly with any outside advisor. Between the AI agents for quick, data-rich answers and an expert for the judgment calls, you get both.

Yes. Free isn't a trial — it's a permanent tier. You get real, usable output — enough to understand where you stand and what the tools can do. The deep-dives, full benchmarks, scenario testing, and AI agents are reserved for paid tiers. Upgrade when you're ready — every step preserves your data.

We offer a 7-day money-back guarantee on your first subscription — either plan, monthly or annual. Email us within 7 days of that first payment and we'll refund you in full, no questions asked.

1 credit per query to our AI agents. They read your live data in context — whether you're researching an assumption in Blueprint or running an action plan in Playbook — and explain the numbers in plain English. Solo includes 1,000 questions a month; Advisory and Partner include 5,000. Top up anytime with the AI Credits add-on — $10 for 50.

Both Blueprint and Playbook are open to all industries.

Yes, absolutely. All data is encrypted in transit and at rest. We never ask for identifiable information like account numbers, SSN, or banking credentials — just the amounts and categories. We never sell your data to third parties or share information with advertisers. You can delete your data and account at any time. For complete details, see our Privacy Policy.