P
Proventus
AI Profit Automation

Find the profit
your business
is leaving behind

Proventus connects to your data and uses AI to surface real, dollar-quantified profit gaps — automatically, every month.

Proventus — Profit Dashboard
Profit Found
$12,840
↑ 3 new this month
Findings
13
2 need action
Billing GapDental
$3,200
Lapsed ClientFinance
$2,800
Upsell MissedHVAC
$1,840
$0K+
Profit identified for clients
0
Industries covered
0 days
Avg. time to first finding
0%
Findings are actionable
Billing Gap DetectionLapsed Client RecoveryUpsell CaptureChurn PreventionPricing OptimizationIdle Revenue MiningAI Profit ReportsIndustry Benchmarks
Billing Gap DetectionLapsed Client RecoveryUpsell CaptureChurn PreventionPricing OptimizationIdle Revenue MiningAI Profit ReportsIndustry Benchmarks
The process

From connection
to cash, fast.

STEP 01
Connect your data
Upload a CSV or connect your existing software. No technical setup needed — takes under 5 minutes.
STEP 02
AI finds the gaps
Proventus analyzes your data against industry profit patterns and quantifies every opportunity in real dollars.
STEP 03
Act on findings
Get a clear report showing where money is leaking, with prioritized next steps your team can act on immediately.
What you get

Here's exactly what
you'll see inside.

Real screens from the live product. Click through the tabs to explore.

🔒 app.proventus.optimizeco.store/dashboard
P
Green Leaf Dental
Dental · Proventus dashboard
↻ Run analysis
Total profit opportunities identified
$18,640
$3,200 this month · $4,800 converted
View 8 open findings →
8
Open
5
Actioned
13
Total
3
This month
Recent findings
Billing GapMissed codes on 14 patient visitsopen$3,200
Lapsed Patient9 patients overdue for recall examactioned$2,880
UpsellWhitening upsell opportunity × 22open$1,760

Actual Proventus interface — click tabs to preview each screen

Industries we serve

We know where your
industry leaks money.

Financial Advisors
Avg. $12,325 churn risk per at-risk client
Dental Practices
Avg. $3,200/mo in missed billing
Restaurants
Avg. 18% revenue lift from menu pricing
Auto Dealerships
Avg. 22% of cold leads are back in-market
Insurance Agencies
Avg. 31% churn prevented at renewal
Home Service Contractors
Avg. $1,800/mo in upsell capture
Pricing

Pay a fraction of
what we find you.

MonthlyAnnualSave 20%
Solo Advisor
Launch your AI edge.
$297/mo
Up to 50 client profiles
Churn Risk Radar
Pre-Meeting Briefs (5/mo)
AI follow-up sequences
14-day free trial
Start free trial
Most Popular
Growth
The complete revenue engine.
$797/mo
Unlimited client profiles
Full AI suite — all 4 features
Pipeline management
Priority support + strategy call
Everything in Solo
Start free trial
Agency
Done-for-you, white-label ready.
$1997/mo
Everything in Growth
White-label branding & reporting
Branded client portal
Custom domain (reports.yourfirm.com)
Done-for-you onboarding
Dedicated success manager
Priority phone support
SLA guarantee
Talk to sales

All plans include a 30-day free trial · No credit card required · Cancel anytime

Stop leaving money
on the table.

Free trial. No credit card required. First finding in 30 days or less.