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 and optimizing an existing business with Playbook or designing your first business plan with Blueprint — no unnecessary complexity.

Playbook. Walk through a guided diagnostic of your finances — from revenue down to after-tax cash in hand — benchmark every metric against your industry, and get step-by-step action plans built around whatever needs the most attention. It's designed for business owners who want clarity on where they stand and a concrete path to improve.

Blueprint. Start with your personal finances to calculate the income your new venture needs to generate, then build a full business model — revenue assumptions, costs, startup investment — and see a 24-month forecast integrated with your personal situation. Great for vetting ideas before you commit.

Absolutely. Many serial entrepreneurs use Playbook to optimize what they're already running and Blueprint to vet what's next. Our Serial plan bundles both at a discount — run what you have, plan what's next.

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.

We've got experts available as add-ons for any paid plan — book a 45-minute session or add ongoing email support. 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 a consultant for nuanced conversation, you get the best of both — and having one focused session where you come prepared with specific questions will save you thousands.

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 every paid tier. Email us within 7 days 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. Paid plans include 200 credits/mo. Top up anytime via the AI Credits add-on.

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.