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Profit Leap
Business Intelligence
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Profit Leap

A full-service fractional CFO and AI-powered financial dashboard for small businesses. Profit Leap provides real-time financial reporting, tax strategy, and automated bookkeeping using the Huxley AI.

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Upvotes
3 months ago
Listed
Business intelligence
Fractional CFO
Financial Reporting
Accounting Automation
Cash Flow Forecasting
QuickBooks Tools
Tax Strategy
Payroll Management
AI Financial Assistant
Tool information
Provider
Profit Leap
Platforms
Web
Languages
English
Added to directory
3 months ago
Last updated
about 1 month ago
Rating
Not available
Pricing
Contact

About Profit Leap

What the tool does and who it's for

Profit Leap is a comprehensive financial intelligence platform and outsourced accounting service designed to provide small businesses with an all-in-one finance department. It combines a dedicated team of CPAs (Bookkeeper, Controller, and Fractional CFO) with proprietary AI technology, specifically their custom AI assistant named Huxley. The platform integrates exclusively with QuickBooks Online to automate real-time reporting, cash flow forecasting, and anomaly detection. Beyond simple data visualization, Profit Leap provides proactive tax strategy, payroll management, and AR/AP services, aiming to give business owners executive-level financial clarity without the overhead of an in-house team.

Key capabilities

Huxley AI: A dedicated financial AI assistant for real-time monitoring and instant Q&A regarding business finances.
Fractional CFO Team: Access to expert CPAs who provide monthly closes and strategic financial advisory.
Real-Time Dashboards: Visual financial statements and KPI tracking that update automatically from QuickBooks.
Cash Flow Forecasting: Predictive modeling to see future financial positioning rather than lagging data.
Anomaly Detection: Automated alerts for unusual transactions, margin shifts, or missed payments.
Full-Service Accounting: Handles bookkeeping, payroll, AR/AP, and quarterly tax filings under one roof.
QuickBooks Online Integration: Seamlessly connects to your existing books for immediate data cleanup and synchronization.
Custom Tax Strategy: Proactive optimization to minimize tax liability and manage quarterly estimates.

Pricing

Contact — plans below

Huxley Standalone

$99/mo

  • Self-serve AI tool
  • Cash flow insights
  • Anomaly detection
  • AI CFO chat (Huxley)
  • Real-time monitoring

Profit Leap Full Service

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  • Dedicated CPA team (Bookkeeper + Controller + CFO)
  • Monthly financial statements
  • Full tax strategy & preparation
  • AR/AP & Payroll management
  • Unlimited email & chat support
  • 3-month minimum engagement

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