Every module earns
its keep.
Most firms start with Revenue Agent — the fastest way to win more work — then grow into the rest of the platform. Built for the way professional services firms actually work.
Revenue Agent
Win more work, faster.
Upload any RFP and Revenue Agent reads the entire document — even 100+ pages — pulls out the requirements, scores whether the opportunity is worth pursuing, and drafts a full proposal section by section in your firm's voice. What used to take days of copy-pasting boilerplate now takes minutes, with a human reviewing every word before it goes out.
- Reads and summarizes 100+ page RFPs
- Go / No-Go opportunity scoring
- Section-by-section proposal drafting
- Recalls language from your past winning proposals
Profit Sentinel
Stop budget overruns before they happen.
Profit Sentinel connects to the financial tools your firm already uses — QuickBooks, Xero, Harvest — and watches every project in real time. It matches incoming invoices against contracts, flags discrepancies, and alerts you when a project's spending pace means it will blow its budget before it actually does.
- Real-time project budget monitoring
- Automated invoice-to-contract matching
- Burn-rate alerts before overruns happen
- QuickBooks, Xero & Harvest sync
Compliance Shield
Never miss a compliance gap again.
Compliance Shield audits certificates of insurance, contracts, and legal documents against your firm's own requirements. Every missing clause, expired coverage, and absent waiver gets flagged instantly — with a plain-English reason and a recommendation your team can act on.
- Certificate of insurance (COI) auditing
- Contract and legal document review
- Checked against your firm's own rules
- Instant risk and expiry flagging
Knowledge Architect
Turn field notes into polished reports.
Record a voice memo on site or jot rough field notes, and Knowledge Architect turns them into a fully formatted technical report that matches your firm's style. It runs a quality-assurance check against your standards before anything reaches a client, so institutional knowledge gets captured instead of lost.
- Voice memo transcription
- Rough field notes into formatted reports
- Built-in QA compliance check
- Matches your firm's writing style
Marketing
BonusThe Marketing add-on keeps your firm in front of clients and prospects. It writes social posts for LinkedIn, X, and Instagram, drafts client messages for occasions like project completions, referrals, and anniversaries, and reminds you to follow up on proposals that haven't been answered — all in your firm's voice. Add it to any module for +$149/mo — free with the All Modules Bundle.
Not sure where to start?
Start with Revenue Agent — it pays for itself the first time it wins you a bid — then expand. Compare plans and start a free 7-day trial, no credit card required.
See pricing