Navigate growth.
Build something lasting.
Customers, revenue, financial goals, and AI guidance — organized in one place so you can focus on your next move.
Your opportunity horizon
Choose a customer to review their opportunity.
Your pipeline overview will appear here.
Built for your next milestone
Use AI to refine a business plan, manage opportunities, and see your financial picture. Your existing cloud sync and saved conversations remain part of this preview.
🔔 Customer Follow-Up Alerts
Your next customer reminders, updated automatically.
Add customer
Editing an existing customer. Save changes or cancel.
Customer directory
Find a customer and get in touch in seconds.
| Name | Business | Status | Value | Action |
|---|
Quotes & Invoices Local preview
Create, preview and print quotes or invoices. Drafts save locally; use the manual cloud controls below to upload or retrieve them. Customer emailing is not enabled.
| Description | Qty | Unit price | Amount |
|---|
Saved documents (this browser)
Cloud sync is manual in this testing build.
| Number | Customer | Total | Status | Actions |
|---|
Email Settings · Signature Designer
Save business branding and sender preferences securely to your account. Sender verification and outgoing signatures are not enabled yet.
Sign in under Account to save settings.
Saved company logo:
Business-branded sender · v2.4 preview
Configure how your business should appear to customers. This stage saves preferences only. Sender verification, customer delivery, and attachment sending are NOT enabled.
Signature preview
Signature preview — use Save to store your settings.
Customer interaction history
A private, chronological record of your customer conversations and next steps.
Protected sent-email audit
Server-side email submission records, including unsuccessful or uncertain attempts. Subscriber accounts cannot edit or delete these records. Provider acceptance does not prove delivery. Records remain accessible here even after a customer is deleted.
Sign in to load protected email records.
Editable relationship timeline
Customer intelligence
A concise relationship briefing, suggested next move, and professional message draft—based on your saved activity. Suggestions are generated in your browser; nothing is sent to AI automatically.
Select a customer to see a briefing.
Recommendations appear here.
Opportunity context appears here.
Drafts are not sent to customers. AI guidance opens the existing assistant with a reviewable prompt that excludes names, email addresses, and interaction text.
🔔 Smart Customer Follow-Up Manager
Set reminders linked to your customers. Due and overdue reminders appear here and on the dashboard. Browser notifications are optional and work only while this page is open; email notifications are not enabled yet.
Follow-ups needing attention
Follow-up draft generator
Template-based demo; does not call an AI model or send messages.
Saved drafts
Workflow planner
These workflows are planning templates only. They do not run automatically or contact customers.
New lead follow-up
Draft a personalized welcome message after a new lead is recorded.
Proposal reminder
Plan a reminder after a proposal has been shared.
Customer check-in
Schedule a manual customer relationship review.
Planned workflows
Assets & liabilities
Long-term wealth goals
Compound-growth scenario calculator
Educational illustration, not a forecast or investment recommendation. Returns are not guaranteed; excludes taxes, fees and inflation.
Financial Center
A clear monthly picture of the income and expenses you choose to track. Make confident decisions without the complexity of accounting software.
Your financial picture, at a glance.
Add your monthly income and expenses to see a useful summary.
Based only on amounts you enter. This is a planning overview, not a bank feed, tax report, or accounting ledger.
Record a monthly item
Monthly income & expenses
Subscription revenue scenario
Explore potential gross monthly subscription revenue. This is a hypothetical scenario, not actual revenue.
Before processing fees, refunds, taxes, churn, and operating expenses.
✦ ProfitHarbor AI Assistant
Your business and wealth-building workspace. AI-powered business guidance. Sign in under Account first. Use fictional information only; prompts are sent to Google Gemini through our Cloudflare Worker.
Chats are saved in this browser and synchronized with Supabase when the chat table is configured. Use fictional test information only. Export before changing computers.
ProfitHarbor Assistant
Welcome! Choose a suggestion or type your question below. Sign in under Account, choose a suggestion, and send a test question. Do not include private customer or financial details.
Ready for testing. Sign in under Account before sending. Prompts go to Gemini; chat is stored in Supabase after setup. Limit: up to 10 requests per UTC day (approximate; not concurrency-safe).
Account
Email/password authentication is connected to your dedicated Supabase project. Automatic account-specific cloud loading and saving is enabled after sign-in. Existing v1.3 local data is kept separately; export a backup before migration.
Checking cloud connection…
Check your email for the confirmation link after registration. Never use your Supabase dashboard password here.
Signed in as
Automatic sync adds, updates, and deletes records with conflict checks. Use Keep Cloud Version to discard stale local edits after exporting a backup. Existing local prototype data is not automatically imported. Use test data only until concurrency and security reviews are complete.
A stronger horizon for your business.
Start with the essentials. Move to Pro when you're ready for the next chapter of growth.
Explore your business command center and its current tools.
- Up to 5 customers
- Customer search and basic opportunities
- Financial planning and cloud sync
A premium membership for business owners who want to build with intention.
- Unlimited customer records
- Full AI Assistant access
- Customer search, financial tools and cloud sync
- Manage or cancel subscription through Stripe
Compare Free & Pro
Choose the plan that fits your business today.
| Included features | Free | Pro |
|---|---|---|
| Customer records | Up to 5 | Unlimited |
| Customer search & opportunities | ✓ | ✓ |
| Financial planning tools | ✓ | ✓ |
| Cloud synchronization | ✓ | ✓ |
| AI Assistant | — | Full access |
| Subscription management | — | ✓ |
Advanced workflows and premium business insights are planned for a future release and are not included yet.
ProfitHarbor AI — Platform Setup
Cloud authentication is available under Account when hosted over HTTP(S). AI chat uses a deployed Cloudflare Worker for authenticated testing; billing still requires secure server deployment. Signed-in account data is stored in an account-specific browser namespace and synchronized with Supabase.
Customer Accounts
Prepared: database schema with user-owned rows and row-level security.
Supabase configured; verify registration, login, and two-user RLS isolation before using real data.
AI Follow-ups
Prepared: secure API integration plan with server-side API credentials.
AI Assistant live chat is in testing; the separate draft templates remain available offline.
Subscriptions
Prepared: Free and Pro tier planning.
Not connected — billing and access enforcement require verified Stripe webhooks and server-side checks.
Before enabling cloud sync, export a backup from Data & Settings. Do not put secret keys in this HTML file.
Backup and transfer
Export your local ProfitHarbor AI data to JSON before changing computers. Import that JSON in the prototype on the new computer. Data is not encrypted: keep backups private. Local data is not protected from other people using the same browser profile.