Private beta — waitlist opens soon

Run your firm.
Not the other way around.

Benefic IQ is the mission-control dashboard for service businesses — unifying clients, financials, planning, scorecards, marketing and AI employees in one screen.

Waitlist opens soon. No spam — one email when seats become available.

Already on the beta? Sign in →

What's inside

Every part of the business, one screen.

Six tightly-integrated workspaces that share the same client and financial data — so a number you see in one place is the same number you see everywhere.

Client portfolio

Every client, every program, every dollar of MRR — with churn, retention, ROI, and a full results tracker built in.

Financial command center

P&L, MRR forecast, budgets and revenue planning. Stop running the business from twelve spreadsheets.

Goals → projects → tasks

Annual and quarterly planning that ties every initiative back to a measurable goal — and a person.

Scorecards & KPIs

Weekly reports, monthly highlights, role-specific templates. Leadership visibility without the friction.

Marketing & sales funnel

7-gate funnel analytics from lead source to enrolment, wired to your CRM with real-time webhooks.

AI employees

Autonomous agents that watch your scorecard, flag at-risk clients, and draft your weekly review — with approval gates.

Pricing

Pricing tiers coming soon.

Waitlist members get founding-customer rates locked for the life of their account.

  • Everything in the platform — no feature gates by default
  • Founding-customer pricing locked for the life of your account
  • Direct line to the team building the product
  • Migration help from your existing tools

Get on the list.
Be first when seats open.

One email, no spam. We'll tell you the moment the waitlist officially opens — and again when you can claim a seat.

Waitlist opens soon. No spam — one email when seats become available.