ProfitZ Coach™
Chat with AI executives who connect to your real business data.
Ask your AI CFO about cash runway. Ask your AI CMO about CAC. Switch between 7 specialized agents instantly. Get answers backed by live data from QuickBooks, Stripe, and more.
Your AI Executive Team
Chat with any agent, see real-time metrics in the sidebar, and switch contexts instantly.
The ProfitZ Coach™ interface with General AI selected, showing Quick Stats sidebar with live metrics
What is ProfitZ Coach™?
A chat interface where you talk to specialized AI agents about your business. Each agent has expertise in a specific domain and can pull live data from your connected tools.
Natural Conversation
Ask questions in plain English. "What's my runway?" "Show me overdue invoices." No dashboards to learn, no reports to generate.
Just ask. Get answers.
Live Data Integration
Connect QuickBooks, Stripe, and more. Your AI CFO pulls real invoices, real transactions, real numbers—not estimates.
Real data. Real answers.
Instant Agent Switching
Type /cfo to switch agents. Each has specialized knowledge and different quick actions.
7 experts. One chat.
ProfitZ Business Memory™
Coach doesn't start from scratch every conversation. It remembers everything about your business—from your Discovery audit, past conversations, and connected data.
The more you use it, the smarter it gets. Your AI executive team builds institutional knowledge that compounds over time.
Discovery Context
Everything captured during your voice audit—metrics, issues, gaps, team structure
Conversation History
Past questions, decisions discussed, and follow-ups you've asked
Live Integration Data
Real-time updates from QuickBooks, Stripe, and other connected tools
Your Business Brain
Always learning, always remembering
7 Specialized AI Agents
Each agent has deep expertise in their domain. Switch between them instantly to get the right perspective on any business question.
General AI
Your default business advisor. Ask anything about your business, get trend analysis, and general strategic guidance.
Example Questions
AI CFO
Live DataFinancial intelligence with live QuickBooks & Stripe data. Real-time cash flow, runway calculations, and AR/AP tracking.
Example Questions
AI CMO
Marketing performance analysis. Track CAC, campaign ROI, conversion rates, and channel effectiveness.
Example Questions
AI CRO
Sales pipeline intelligence. Deal velocity, close rates, at-risk opportunities, and revenue forecasting.
Example Questions
AI COO
Operational efficiency insights. Team productivity, sprint velocity, process bottlenecks, and workflow optimization.
Example Questions
AI CHRO
People analytics and HR intelligence. Engagement scores, retention risk, hiring velocity, and culture health.
Example Questions
AI CPO
Product intelligence and strategy. Feature adoption, NPS tracking, user feedback analysis, and roadmap gaps.
Example Questions
Slash Commands
Type / to see available commands. Switch agents, run common queries, or trigger specific actions instantly.
Commands autocomplete as you type. Press Tab or Enter to execute.
/runwayGet cash runway calculation/invoicesShow overdue invoices/cacCalculate customer acquisition cost/pipelinePipeline health summary/cfoSwitch to CFO Agent/cmoSwitch to CMO AgentAnd many more commands available...
Real Data, Real Answers
When you ask about finances, your AI CFO doesn't guess—it pulls live data from QuickBooks and presents it in clean, actionable cards.
Your runway is healthy at 7 months. However, I noticed 3 overdue invoices totaling $12,400 that could extend this to 7.7 months if collected. Want me to show the details?
Where to Find It
ProfitZ Coach™ is available in your dashboard after purchasing a Discovery audit or subscribing to Operator or Team plans.
Access with any Discovery purchase ($299)
Access with Operator plan ($149/mo)
All 7 agents with Team plan ($349/mo)
Ready to chat with your AI executive team?
Get started with a Discovery audit or subscribe for unlimited access.