PROFIT CONNECTR

The profitability expert every SME needs, but couldn’t afford, until now.

Meet Penny, your AI Analyst Agent. She plugs into your quotes, project boards, timesheets and Xero, and shows you what every job and every client really makes. Ask her anything, any time.

Less than half the cost of a minimum wage hire.

Penny, the Profit Connectr analyst
Penny, the Profit Connectr analyst

For service and project businesses turning over £1m to £30m.

Works with Xero, monday.com, Google Calendar, Excel, Google Sheets, Shopify and many more.

Sound familiar?

  • Sales are great, but you never seem to make any proper money.

  • We tried to work out project profit once, but it was too hard and took too long.

  • We’d love to know what we make per job, but we’re too busy delivering it or quoting the next one.

  • We guess we probably lost money on certain projects.

  • Extras get done on site and never make it onto an invoice.

  • We know who our biggest clients are. No idea who’s most profitable.

If 2 or more of these hit home, keep reading. You’re who we built this for.

Your business already has the answer.
It’s just in 5 places.

The quote sits in your quoting tool. The job sits on a Monday board. The hours sit in timesheets, a diary, or someone’s head. The costs sit in Xero.

Each system knows part of the story. So the owner sees sales, the sales team quote blind, and ops finish a job with no idea if it made money.

We join the pieces up.

Profit Connectr pulls in Xero, monday.com, your quoting tool, spreadsheets and more

What Profit Connectr is

A secure online platform, built around your business. You and your managers log in from any browser, on a laptop or phone.

Inside: profit dashboards, action suggestions, and Penny, who answers anything about your numbers in plain English.

Read only. Always.

Penny only ever asks for read-only access. Xero, monday.com, your diary, your van trackers: she reads them and nothing more.

A good human analyst spots the problem and tells the person who sorts it. Penny works the same way. She messages them by Teams, Slack, email or WhatsApp, with the figures attached, and she checks it's done on the next sync. Every read and every message goes in the audit log.

She spots it. Your team fixes it.

We handle Penny’s induction and keep everything running. You log in and use it.

For FDs and IT leads: nothing in your systems changes unless one of your people changes it.

Penny, the Profit Connectr AI analyst

Teams message to you: “Did you realise… Sales in the Family Department are £10k ahead of budget, but gross profit is £30k behind.
Worth checking what discounts the team are giving.”

Email to Rachel, Project Manager: “Did you realise… Kingsmead is 75% complete, and you’ve only invoiced 56%. That’s £18,200 of work done and not billed.
Can we get the stage invoice out this week?”

Email to Peter, Site Manager: “Did you realise… Riverside Lodge has used 92% of its labour budget, and there’s still an estimated 35 days of work to do.
Can we charge the client for the extras?”

What you get

  • Profit by job

    Every job, client and service line. Refreshed daily, and live where your tools allow it.

  • Penny - your analyst

    Reads your numbers every day, flags what she spots and answers your questions in plain English.

  • Fully supported

    When one of your systems changes or a connection drops, we fix it.

  • Review with Phil

    A bonus. 1 hour on what moved, and what to do about it.

Don’t track time?
You can still start.

Plenty of the businesses we work with don’t. They’ve got a calendar, a project board, a spreadsheet, maybe van trackers. That’s enough.

We work with whatever you’ve got. Where there are gaps, Penny makes a sensible best guess and shows her working: “These 2 people were booked across a weekend. Should we count 2 working days?” You confirm or correct it.

Then we map your blind spots and show you which extra data would tell you the most. Start collecting it when you’re ready. Your platform is useful from day one.

What happens when you actually look at the numbers.
These are real cases.

£50,000 for no extra work

A construction business was already doing laser surveys on every job.
They just weren't charging for them.
One revelation changed that.

0% Labour Margin Discovery

A business owner assumed their labour margin was 30%.
When they ran the numbers.
It was actually zero.

Wrong Excel Formula

A professional services provider had been using a broken pricing calculator.
Every quote they sent was underpriced.
They now make more money for the same work.

One discovery like these on one project can pay for Penny’s whole year.

Jonathan Chippindale - Chief Executive, Holition

“Phil quickly understood the commercial dynamics I was wrestling with and helped me see what really mattered. His thinking was sharp, generous, and hugely valuable at a critical moment.”

Holly Tennock - Wilder Work

“Phil built us a simple pricing model that gave us the confidence we were valuing our away days properly.”

Harry Johnson, Non-Executive Director at Finite Solutions

“Phil has the ability to explain financial information in a language that anyone can understand.”

How it works

  • 1. Demo

    30 minutes. We walk you through the platform and look at the systems you use.

  • 2. Access

    You give Penny read-only access. Nothing changes for your team.

  • 3. Connect

    We connect everything and check our assumptions with you.

  • 4. See

    Run your business on profit. Your dashboards update and Penny flags what matters.

Then, when you’re ready: close your blind spots

We show you where better data would give you a clearer view. Together we test each assumption and replace it with real numbers, one by one. Your platform gets more accurate over time.

What it costs


£1,950 + VAT

Penny’s induction. We connect your systems, she learns how your business works, and your first month is included.

Then £950 a month + VAT.

Month to month, you can stop any time.

We keep the induction fee low on purpose. We’d rather you said yes quickly and stayed because it works.

Prices for businesses. All prices exclude VAT at 20%.
Includes a monthly usage allowance for connections and AI usage. Need more? Top up any time.

Our promise: don’t decide today.

Treat the first month as Penny’s probation. If she hasn’t earned her place, tell us. We’ll refund the induction fee and switch her off.

Who it’s for

Owners of service and project businesses from £1m to £30m, where your team’s time is the biggest cost. Agencies, fit-out and installation firms, professional services.

Under £1m? Start with our free tools. They’ll get you a long way.

Free, practical tools. No sign up. No catch.

Margin vs Markup Calculator

See your real profit margin in 30 seconds, without confusing it with markup.

Staff Recovery Rate Calculator

Know what your team members cost, before you quote a price.

VAT Remover

Strip VAT out of any cost or price in 10 seconds, so you can work out your profit accurately.

Built by someone who’s been where you are.

Phil Cotton. The profit connector.

Phil grew his first business from startup to £3.5m and sold it in 2018. Then he joined the board of an £18m business where revenue was up and profit was falling. 18 months later, net profit had more than doubled. The business went on to £30m.

Phil leads every client personally. A small team of developers and AI specialists builds and runs each platform.

FAQ

No. She only ever has read-only access. When something needs doing, she messages the person on your team who does it, with the numbers attached.

Can Penny change anything in Xero?

1


Is Penny a real person?

Penny is AI. We set her up around your business, check her work, and we're on hand when you need a human.

2


She shows her working on every answer, so you can check it. Where she's guessing, she says so and asks you to confirm.

What if Penny gets something wrong?

3


What if we don't track time?

4

You can still start. We work from your calendars, project boards and spreadsheets, then show you which extra data would tell you the most.

Want to see the profit on every job?

Not ready yet? No sign-up needed.

3 minutes. See where your blind spots are.

See how it would work for your business.