Practical tools for the work
of running your business.
Explore apps and resources for clearer numbers, more consistent sales follow-up, and better team coordination. Find the one that fits the work in front of you, visit its website, and see whether it belongs in your business.
The Profit Engine Scorecard
Your numbers and market conditions, in one view.
The Profit Engine Scorecard brings financial health, sales activity, and economic conditions into one dashboard. Its economic check engine light uses green, yellow, and red signals to help you decide what deserves a closer look.
- Business visibility: Review financial and sales indicators together.
- Economic context: See market signals alongside your business numbers.
- A clearer review: Use the signals to focus your next business conversation.
Rex Security Advisor
If a tool built your app, something should be checking its work.
A lot of businesses are shipping apps built with Cursor, Claude, or other AI coding tools — fast, but often with security gaps nobody checked for. Rex is being built as a dedicated security-review product, separate from the SMBSC app platform. Its production scan engine is not open to customer code yet.
- Standalone preview: See Rex at its own dedicated URL.
- Designed for AI builders: Findings will be formatted for Cursor, Claude, or Devin.
- Production engine in development: Do not submit customer or production code yet.
Big Mo Sales Rep
Most reps can't keep up a CRM. Ava does it for them.
Big Mo Sales Rep is a CRM built around Ava, an AI sales coach who does the parts reps actually skip — logging the call, updating the deal stage, drafting the follow-up, and telling you the one thing to do next. Pipeline, activity, and coaching in one system instead of a CRM nobody updates.
- Ava logs it for you: Talk through a call, she updates the CRM and drafts the follow-up.
- Always knows the next move: SPIN/Challenger-trained coaching on your actual pipeline, not generic sales tips.
- Built for consultants and owner-led sales teams: Pipeline, activity log, and CRM sync that doesn't require a full-time admin.
GrowthOS
Everyone knows their role, how they score points, and what game they're playing.
GrowthOS brings Vision, Rocks, Scorecards, To-Dos, Issues, Meetings, and an Accountability Chart into one place, so your team can connect long-term goals to the work that needs to happen this week.
- One system, every framework: Runs EOS, Five Obsessions, or 4DX terminology — same engine underneath.
- Real accountability: Seat-by-seat org chart tied directly to Rocks and Scorecard measurables.
- A shared weekly rhythm: Keep meetings, commitments, and scorecards connected.
AgentStackOS
Connect with the right buyers. Give them a reason to buy.
AgentStackOS is designed to help agency owners sharpen their own messaging and their clients' messaging. Identify the true target market, understand the hot-button issues behind buying decisions, and turn those insights into offers, copy, and campaigns aimed at conversions and collected revenue — not just engagement.
- Find the right buyer: Define the true target market for an agency or a client before writing a single message.
- Say what matters: Turn the hot-button issues behind buying decisions into offers and copy that connect.
- Create and execute approved messaging: Move from approved messaging into the content, campaigns, and follow-up that put it in front of buyers.
- One connected system: Carry approved strategy into the content, campaigns, follow-up, and reporting that keep every client engagement moving.
CFO Clarity Layer
A finance-desk tool for CPAs, bookkeepers, and fractional CFOs.
CFO Clarity Layer gives accounting and advisory firms a finance-desk operating system for owner-led clients. Cash flow forecasts, KPI scorecards, and structured financial reviews work together to support more forward-looking client conversations.
- Cash flow forecasting: Use a 26-week rolling forecast to turn financial activity into a clearer view of what is ahead.
- Channel-specific: Built for accounting and advisory firms, not the owner engagement path.
- Client dashboards: The KPIs a finance advisor reviews, in one place.
The AI Leverage Report
A practical starting point for AI in your industry.
Explore where businesses in your industry are using AI, the kinds of return to look for, and what to consider first. This free industry-level report helps you identify opportunities worth a closer look in your own business.
- Built for your industry: Not a generic AI overview — specific to what you do.
- Practical use cases: Understand where AI may help with revenue, margin, or capacity.
- Free resource: Choose your industry on the report page to get started.
Not sure which tool fits your business?
Start with the work you want to improve. If you would like help weighing the options, a free AI Leverage Call can help you identify a practical next step.