THE COMPLETE PICTURE

Everything Incremenza does, in one place.

Three ways Incremenza delivers value — Intelligence, Guidance, and Automation. See what's included on each plan.

About 5 min · Instant results · No signup required

WHAT'S INCLUDED

Everything. Organized by how it helps you.

Browse by capability — or scroll to any section for the full story.

Intelligence

See what was hiding in your data

Feature Clarity Momentum Command
Cash flow forecast

See the specific month your bank balance crosses zero — months before it happens

True profit per client

Revenue minus support hours, overhead, and scope creep — not just what they billed

Revenue nature breakdown

Whether growth is real, or new logos are masking a retention problem

Business Health Score

A single 0–100 score across five areas of your business, updated automatically

Anomaly detection

Cost spikes and revenue drops surfaced the same day — not in next month's report

Customer health scoring

A 0–100 composite score per customer combining payment, engagement, and support signals

Cohort retention analysis

Which customer cohorts are churning faster — and which change to pricing or onboarding caused it

LTV and CAC by acquisition channel

Which channel produces the most profitable customers — and which has a negative return hiding in a positive aggregate

Scenario planning

Model price changes, hiring decisions, and customer loss — and see the projected financial impact before you commit

Guidance

Know exactly what to do next

Feature Clarity Momentum Command
Your AI business advisor (My Advisor)

Ask any question about your business and get an answer grounded in your real data — not generic advice

Step-by-step action plans (Playbooks)

Structured responses triggered automatically when a condition is detected in your data

Business archetype profile

One of seven profiles assigned by the free Profit Gap Assessment — describes your specific pattern of strengths and blind spots

Quarterly reset review

Score the quarter and build the next one in one structured session — priorities pre-populated as objectives

Personalized 30-day program (My Program)

Adapts to your archetype, your data, and where your business is right now — changes as you change

Weekly business briefing

A narrative email every Monday covering what changed and what to do next — written for your specific situation

Customer success plans

Structured onboarding and expansion milestones tracked by completion percentage

Business plan with month-by-month projections

Revenue and cost projections connected to your live data — gap between plan and reality visible in real time

Automation

Let the routine run itself

Feature Clarity Momentum Command
Transactions categorize themselves on first connection

Connect your bank or payment processor — 18 months of transactions sort themselves in minutes, no spreadsheet required

Recurring invoices and payment reminders

Set up billing automation once — invoices generate, customers receive reminders, overdue follow-up happens without you

Failed payment recovery

Retry logic and escalating payment notices run on a schedule you control — recovering revenue without manual follow-up

Business reviews that write themselves (Business Rhythm)

Weekly and monthly meeting agendas pre-populated with live metrics, goals, and alerts before the meeting starts

Anonymous team check-ins (Pulse Surveys)

Recurring 30-second team pulse surveys delivered, collected, and trended without anyone managing them

At-risk customer outreach triggered automatically

When a customer health score drops below your threshold, automated outreach reaches them before you notice

Marketing data synced from ad platforms

Connect Google Ads, Facebook Ads, HubSpot, and others once via Zapier — marketing metrics flow into your dashboard automatically

Incremenza tracks 60+ financial, customer, and team metrics.

See the full metrics library →

INTELLIGENCE

See what was hiding in your data

Not reports you have to read. Discoveries that appear automatically when conditions are met.

Clarity

One client is an existential risk you never quantified

You knew your biggest client was important. You did not know they were 58 percent of your revenue.

What this looks like

Maya runs a 12-person marketing agency. She always knew Ironclad Media was her biggest client. The first time she opened her revenue breakdown in Incremenza, she saw the number: 58 percent of total revenue, in one client, with no contract beyond Q3. She started three new business pursuits the same week — something she had been meaning to do for two years. Within six months, top-client concentration dropped to 34 percent. Composite scenario based on common patterns.

Clarity

The cash crisis forming 90 days out

Your cash flow forecast shows the specific month your bank balance crosses zero. You thought you had plenty of runway.

Clarity

Your highest-billing client generates 4 percent of your profit

Revenue per client tells you almost nothing. Profit per client tells you which relationships to grow and which to walk away from.

GUIDANCE

Know exactly what to do next

Intelligence without guidance produces informed paralysis. Guidance closes the gap between 'I see the problem' and 'I know how to fix it.'

Clarity

Score your quarter and build the next one — all in one sitting

A structured quarterly review that reads your real numbers, walks you through every goal, and builds next quarter's priorities in one session.

What this looks like

Naomi runs a 9-person agency. She used to dread quarterly planning — it usually meant a four-hour meeting that ended without clear decisions. The first time she ran a Quarterly Reset in Incremenza, the entire review took two hours. The system pre-populated every section with her actual numbers, walked her through every active OKR, and helped her build three priorities for the next quarter — one click later, those priorities became objectives. Composite scenario based on common patterns.

Clarity

Your business advisor that knows your numbers

Ask any question about your business and get an answer grounded in your real data — not generic advice.

Clarity

A 30-day program that adapts as your business changes

Not a static checklist. A guided program built from your archetype, your data, and where your business is right now.

AUTOMATION

Let the routine run itself

The work that used to require attention every week — handled automatically, reliably, and without you thinking about it.

Clarity

Your books, organized on first connection

Connect Stripe, QuickBooks, or your bank. Eighteen months of transactions categorize themselves in minutes — no spreadsheet, no manual cleanup.

What this looks like

Tom runs a 7-person product company. He had been putting off financial software for two years because every demo he sat through required a multi-week setup. He connected Stripe to Incremenza on a Thursday afternoon. By Friday morning, 847 transactions across 18 months were categorized, his revenue dashboard was populated, and he could see his cash flow forecast. The full setup took 14 minutes. Composite scenario based on common patterns.

Clarity

Failed payments recovered automatically

When payments fail, the dunning sequence retries on a schedule you control — recovering revenue without manual follow-up.

Clarity

Your Monday morning briefing, written for you

A narrative email arrives every Monday covering what changed in the business — written for your specific situation, not a generic template.

Ready to see it in your business?

Start with the free Profit Gap Assessment — about 5 minutes, instant results, no account required. Or connect your tools and start your 30-day free trial.

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