Advisor AIBusiness assessment and advisor workspace
See your business the way an advisor would
Log your transactions, answer 5 quick questions, and get a structured business assessment — performance snapshot, risk signals, and specific next steps — every week.
Business Health Assessment
Generated from uploaded operating metrics
Performance
$6,480
Revenue is stable, but margin is tightening from cancellations and higher supply costs.
Risk signal
Late cancellations up 21%
Your highest-margin appointment slots need stronger confirmation rules.
Recommended advisor action
Introduce a 24-hour confirmation policy for repeat late-cancellation clients. Review supply costs before Thursday's schedule fills.
Platform
Assessment first, advice second, action always visible
A full business assessment workflow — from transaction logging to AI-generated advisor results.
Business assessment
Assess revenue, bookings, cancellations, expenses, and client patterns from your own transaction data — no spreadsheets required.
Advisor recommendations
Get plain-language next steps across operations, pricing, client retention, and cash flow — tailored to your business context.
All in one dashboard
Log transactions, view your week-at-a-glance summary, and read past reports from one clean workspace.
Smarter over time
The AI reads your business profile and pre-report context every time — so advice gets more specific as you provide more detail.
Testimonials
Built for service business owners
"I used to spend Sunday nights manually adding up the week in a spreadsheet. Now I just check my Advisor AI report Monday morning."
Maya R.
Salon Owner
"The cancellation risk signal caught a pattern I had not noticed. I changed my booking policy and retention improved within a month."
James T.
Personal Trainer
"The cash flow section finally helped me see why I was always short mid-month despite decent revenue."
Sarah K.
House Cleaning Co.
Workflow
From raw data to advisor result
01
Log your transactions
Record bookings, revenue, expenses, and cancellations directly in the app — no spreadsheet required.
02
Answer 5 quick questions
Before each report, give the AI brief context: promotions, unusual events, client feedback, and what to focus on.
03
Get your business report
Advisor AI produces a structured assessment with performance snapshot, risk signals, and specific next actions.
Usage-based pricing
Pick the monthly assessment volume you need
Start with a 14-day free trial, then scale from solo reviews to advisor-level assessment volume.
Starter
For solo owners who want a weekly pulse on their business health
$29/mo
- 4 assessments per month
- Performance snapshot
- Risk signal detection
- Advisor action plan
- Report history