Know what’s driving your numbers — and what to do next.
Coach My Business Pro connects to QuickBooks and Square, finds the biggest driver behind each number, shows what it’s costing you in dollars, and gives you one clear action to take.
Everything in one app
Built for owners who want answers, not another dashboard.
AI coaching on your real numbers
Plain-English insights on profitability, breakeven, cash cycle, customers, and sales — compared with last period and similar businesses near you.
Action plans that start with the biggest win
AI strategy and action plans built from your data, with the highest-impact step first.
Financial tools
Revenue, cost, and cash flow dashboards, plus breakeven, forecasting, and cash cycle calculators.
Customers and pipeline
A built-in CRM for customers and leads, with imports and a sales funnel you can act on.
Marketing and competitors
AI-written social posts for Facebook and Instagram, a Google Ads manager, and competitive intelligence on nearby businesses.
Built for your industry
Prime cost and menu insights for restaurants, inventory insights for retail, and pipeline tools for service businesses.
How it works
- Add your businessTell the coach your industry and location so it can compare you with similar businesses.
- Connect your dataLink QuickBooks Online or Square, or import your sales and customers.
- Get coachedSee what’s moving your numbers and follow a plan built around them.
One plan. Everything included.
U.S. pricing. Prices may vary by country.
- AI coaching and regional benchmark audits
- Up to 3 businesses
- 30 AI action plans a month
- QuickBooks and Square integrations
- Every dashboard, calculator, and marketing tool
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