More services coming soon
We are continuously developing new diagnostic and improvement services. Stay tuned or contact us to discuss your specific needs.
Services
Diagnose. Improve. Automate.
Company diagnostics reveal where you stand, improvement frameworks close the gaps, and your own hosted AI team runs the day-to-day.
Financial record-keeping
WealthLedger
Simple books for complex wealth. WealthLedger turns bank statements and financial records into structured, accountant-ready books for families with multiple companies, trusts and investments.
- Statements in, accountant-ready books out
- One bank account, allocated across people, companies and trusts
- Rules learn how you spend and earn — once, then forever
- Assets, depreciation and shared costs kept up to date
- Report by the tax year that matters
- Accountant handoff that saves real accounting fees
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AI service
Hosted Agents as a Service
Your own AI team for your property practice. Morning briefs, client memory, and POPIA peace of mind — hosted, secure, and working 24/7 so your agents sell more and do less admin.
- Personal COO — a thinking partner that knows your areas cold
- Morning Brief, every day by 7am — listings, sales, developments
- Never Forget a Client — profiles on every buyer, seller, and lead
- POPIA Peace of Mind — flags risky outreach, weekly safe-to-do guidance
- Works on WhatsApp, Telegram, Teams, and email
- Hosted in South Africa, managed for you
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Improvement method
7×P Framework
Principles over checklists. A modern diagnostic framework for diagnosing, improving, and sustaining business performance — configured to your operating model and growth goals.
- Pathfinding — Clarify intent, constraints, and direction
- People — Align capability, roles, and accountability
- Purpose — Anchor decision-making to measurable outcomes
- Playbooks — Document the work that drives performance
- Perform — Build metrics that expose true progress
- Profits — Protect sustainability through strong margin logic
- Perpetuate — Institutionalize improvement for long-term scale
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Diagnostic service
Company Fast Diagnostics
Diagnose the state of your business via confidential stakeholder questionnaires, analysed by AI and human consultants. Get a prioritised report with actionable recommendations — in as few as 3 days.
- Web-based questionnaire on Pulse!
- AI-assisted analysis with human oversight
- Packages from 5 to 30 respondents
- Executive report with prioritised next steps
- Optional consulting deck & implementation plan
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