ProfitZ
Sign InGet Started
AI Executive Team

ProfitZ Agents™

Your AI executive team, actively monitoring your business. 6 specialized agents surface signals, recommend actions, and help you stay ahead of problems—not react to them.

Start with DiscoveryMeet the Team

Agents unlock after Discovery • Available with AI Executive Team subscription

6
AI Executives
24/7
Active monitoring
Real-time
Signal detection
1-click
Action execution
Your Dashboard

The Agent Team at a Glance

See all 6 agents, their current status, and top actions—in one view.

Agent Team dashboard showing CFO, CMO, CRO, COO, CHRO, and CPO agents with active monitoring status

Each agent shows action count, current priority signal, and monitoring status

Meet the Team

6 AI Executives, Working for You

Each agent specializes in a domain. They learn your business context and surface what matters.

AI CFO

Chief Financial Officer

Cash, revenue, AR, AP, expenses, and risk

Cash runway alerts
Overdue invoice tracking
Burn rate monitoring

Integrates with: QuickBooks, Shopify

AI CMO

Chief Marketing Officer

CAC, campaign ROI, channel performance

CAC spike alerts
Campaign underperformance
Channel optimization

Integrates with: Facebook Ads, HubSpot

AI CRO

Chief Revenue Officer

Pipeline, deal velocity, ecommerce conversion

Stalled deals
Pipeline health
Cart abandonment

Integrates with: HubSpot, Stripe, Shopify

AI COO

Chief Operating Officer

Team utilization, process efficiency

Resource bottlenecks
Sprint velocity
Capacity alerts

Integrates with: Asana, Jira

AI CHRO

Chief HR Officer

Retention, engagement, hiring

Engagement drops
Turnover risk
Hiring pipeline

Integrates with: BambooHR, Gusto

AI CPO

Chief Product Officer

Feature adoption, NPS, roadmap

Adoption tracking
NPS changes
Feature usage

Integrates with: Mixpanel, GitHub

Deep Dive

Inside an Agent Dashboard

Each agent has its own command center with executive summary, top recommendations, and categorized signals.

CFO Agent dashboard showing executive summary, top 3 recommendations, and signal categories

CFO Agent: Executive summary, critical recommendations with Quick Actions, and signal streams

The Process

How Your Agents Come to Life

AI agents need context to be useful. Here's how we make them smart about YOUR business.

1

Start with Discovery

Your agents need context to be useful. A 45-minute conversation teaches them about your business, goals, and what matters most.

2

Agents Learn Your Business

Each agent absorbs your industry, benchmarks, and priorities. They understand what "good" looks like for YOUR business.

3

Connect Your Tools

Link your business tools so agents can monitor real data. QuickBooks, Shopify, and Facebook Ads are live now, others available on request.

4

Get Proactive Signals

Agents surface issues before they become problems. No dashboards to check—they come to you with what matters.

Integrations

Connect Your Tools

Agents get smarter when connected to your real data. We're adding integrations based on customer needs.

Live Now

QuickBooksLive
ShopifyLive
Facebook AdsLive
HubSpotLive

Available on Request (48hr setup)

StripeGoHighLevelGoogle AdsSalesforceAsanaJiraGustoMixpanelSlackNotion

Need a different integration? Let us know—we'll build it for you.

How to Access

Agents Unlock After Discovery

Your AI executives need to understand your business first. Start with a Discovery to give them context, then subscribe to keep them working for you.

1
Complete a Discovery (Business 360 or AI Readiness)
2
Review your report and FitScore
3
Subscribe to AI Executive Team ($149-349/mo)
4
Connect integrations and let agents work
Start with Discovery — $299

Discovery is required • Subscription separate

Ready?

Meet your AI executive team.

6 agents. Always watching. Always ready to help.

Start DiscoveryCompare Discovery Options

Products

  • Discovery Assessments
  • Business 360
  • AI Readiness
  • Content Studio
  • AI Executive Team

Features

  • ProfitZ Agents™
  • ProfitZ Realtime™
  • ProfitZ FitScore™
  • ProfitZ Action Engine™
  • ProfitZ Coach™
  • ProfitZ Intelli™
  • ProfitZ Signals™

Thinking

  • Philosophy
  • How ProfitZ Thinks
  • How It Works
  • Security

Company

  • Contact
  • Privacy
  • Terms
  • Legal

Connect

  • X (Twitter)
  • LinkedIn
  • YouTube
  • Instagram
  • TikTok
© 2026 Westbridge Solutions LLC. All rights reserved.