Upload your P&L and balance sheet. Get a 20–28 metric report showing exactly where profit is hiding in your business.
3 steps. No jargon. Just clarity.
Send us your P&L and Balance Sheet. We accept exports from Xero, MYOB, QuickBooks — or a simple spreadsheet.
Your financials are analysed across 20–28 key metrics — each one with a dollar impact attached and explained in plain English.
You receive your Profit Snapshot — a clear, visual report showing exactly where profit is hiding and what each metric means for your business.
Every metric analysed, explained, and actioned in plain English.
Most business owners are brilliant at their craft — but their P&L is a mystery. Your accountant prepares the numbers. But who actually analyses them?
That's the problem Profit Snapshot solves. We don't replace your accountant. We make sense of the numbers they produce — then help you act on them.
We run your financials through a data-driven scoring system that identifies exactly where profit is leaking, where costs are creeping, and where cash is trapped.
No advice. No consulting. Just clarity.
Upload your P&L and Balance Sheet. We'll show you exactly where profit is leaking, costs are creeping, and cash is trapped.
Get Your Snapshot →You're trusting us with your most sensitive business data. Here's exactly how we protect it.
The same encryption standard used by banks and the ATO. Your files are encrypted the moment they're stored.
Your documents are encrypted end-to-end from the second they leave your device until they reach our systems.
Your raw P&L and Balance Sheet are permanently deleted once your report is generated. We keep your report — not your files.
Your financials are never viewed by anyone — ever. Encrypted, processed automatically, and deleted. Not a bookkeeper, not an analyst, not a soul.
Your data never leaves Australian jurisdiction. No overseas servers, no cross-border data transfers.
Your financial data is never passed to third parties, never used for marketing, never sold. Full stop.
Every tier includes dollar impact analysis, industry benchmarking, plain-English explanations, and a Lender Readiness Score.
Keep monitoring your trajectory with a freshly run report every quarter.
Base: $330/quarter · Plus: $440/quarter · Premium: $550/quarter
One click from your accounting software — no downloads, no uploads.
Want to know when it's live? Order your Profit Snapshot today and we'll notify you first.
That's a 54x return. Based on a real analysis identifying profit improvement opportunities across revenue recovery, cost reduction, and cash flow optimisation.
We run a commercial finance brokerage. Part of that is reviewing the P&Ls of SMEs. We kept seeing the same patterns — profit leaking, costs creeping, cash trapped in debtors — and most business owners had no idea.
So we built Profit Snapshot to fix that.
It's not advice. It's not consulting. It's a data-driven scoring system that shows you what your numbers are really saying — in plain English, with a dollar figure on each metric.
If your Snapshot identifies a lending opportunity — equipment finance, working capital, growth funding — we can help with that too through Flagship Financial. But only if you want us to.
Everything you need to know before getting started.
Your most recent Profit & Loss statement and Balance Sheet. We accept exports from Xero, MYOB, QuickBooks, or a simple spreadsheet. That's it.
You'll receive your Profit Snapshot report within a few business days of uploading your financials.
No. Profit Snapshot is a data-driven diagnostic tool, not financial advice. We score and analyse your metrics to give you visibility — what you do with that information is up to you.
All tiers include dollar impact analysis, industry benchmarking, plain-English explanations, and a Lender Readiness Score. Plus adds 4 more metrics including cash conversion and working capital analysis. Premium adds another 4 metrics plus scenario modelling and growth capacity analysis.
A freshly run Profit Snapshot every quarter so you can track your trajectory — are things improving or getting worse? You'll see the trend across each metric over time.
Yes. Your files are encrypted with 256-bit AES bank-grade encryption at rest and TLS 1.3 in transit. Your data is hosted in Australia, never leaves Australian jurisdiction, and is never shared with or sold to any third party.
Nobody. Your financials are encrypted, processed automatically, and permanently deleted — without ever being viewed by another person. Not a bookkeeper, not an analyst, not anyone. That's 100% confidential processing by design, not just a convenience.
Your raw P&L and Balance Sheet are permanently and automatically deleted once your Profit Snapshot report is generated. We retain your report so you can reference it — but your source files are gone. You can also request deletion of your report at any time.
The team behind Flagship Financial, a commercial finance brokerage based in South East Queensland. We noticed business owners couldn't see what was hiding in their numbers — so we built a tool to show them.
If your Snapshot identifies a lending opportunity — equipment finance, working capital, growth funding — we can help through Flagship Financial. No pressure, no obligation.
Fill in the form below. We\'ll send you a secure upload link for your P&L and Balance Sheet.