The tools are your advisor's eyes
Most systems give you more data and more work. Every screen in Advizly is here for one reason: so your advisor truly knows the business, and you always know what the next step is.
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An advisor you choose, who remembers everything
You pick the advisory style that fits you: Eitan the direct one, Noam the strategist, Maya the brand-minded or Dana of the numbers, and you can build a custom advisor too. Whoever you choose remembers every conversation, and each session picks up where the last one ended. Write, talk out loud, attach files, and walk away with a clear list of actions.
- Full memory of everything you agreed on
- Voice calls, for when talking beats typing
- Quick, Thinking and Pro modes, by how deep the question goes
- Attach files and book a meeting from inside the chat
- One-tap shortcuts: weekly summary, open tasks
Open the morning with one clear step
No diving into reports. The dashboard shows what matters now: your next step, this week's tasks by priority, how much you have executed and where you stand on the path. One look in the morning and you know what today is about.
A real work plan, stage after stage
The advisor builds a staged path for your business in the right order, and you see the whole thing in front of you: which stages are done, what is in progress, what waits, and how far along each one is. From any stage you can ask the advisor about it or book a session on that exact topic.
A 30-day challenge in one focus area
Sometimes you do not need to touch the whole plan, you need a breakthrough in one spot. You pick a focus area, the advisor builds a 30-day action plan around it, and the sprint runs alongside the main path without stopping it.
- Current value vs. target, with a due date
- Monthly or quarterly tracking, your choice
- Goals that need attention get flagged separately
- "Ask the advisor" from any goal
A real goal comes with a number and a date
A goal without a number is a wish. Here you define measurable goals, like monthly revenue, returning customers or satisfaction, update the current value as you move, and see exactly what was reached and what needs attention. And when a specific number bothers you, the advisor is one click away.
Profit, cash flow and pricing instead of gut feeling
Big decisions deserve numbers. The finance tools keep income, expenses, profit and margin in one place, and the advisor reads them with you in plain language.
Profit & loss
Income, expenses, profit and margin by category, with or without VAT, plus insights from the advisor on what the numbers actually say.
Cash flow & pricing
Where the money goes each month, and what every service really brings in, so pricing decisions stop being a matter of feeling.
12-month forecast
Before a big move like a lease, a hire or an investment, you build a 12-month forecast: products, costs, expenses and results. That way you test the move on paper before committing in the field.
The small things that hold the routine
Files
Upload the business documents, PDF, Excel, Word or images, and the advisor reads them and brings them into the conversation.
Calendar
Meetings with the advisor sit right next to the plan itself, instead of scattering across yet another app.
Tasks
Everything you agreed on with the advisor lands on one board with status and priority, filtered by the stages of your path.
Questionnaires
Build a lead questionnaire and share it with a potential client before the sales call, so you walk in with the full picture.
And the operations side? Also here.
Advizly Pro is the full operating system for the business, and it is connected to the advisor. That way his advice rests on your real activity instead of on assumptions.
The advisor is ready, now it is your turn to introduce the business
Sign up, tell your advisor about the business, and get direction in the very first conversation.
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