sumzee

Where did your agency's money go? Find out in 15 minutes — free.

Sumzee Profit Agent is a free Claude skill. Attach the spreadsheets you already have — bank export, invoices, timesheet — and get a one-page answer: profit before and after you pay yourself, whether the business is healthy, and the 2–3 things worth fixing first, each with a euro amount.

Works in your own Claude account. Sumzee never sees your files.

Sample Profit Agent result for a 15-person agency.

What a run looks like

We ran it on a sample 15-person agency. In 15 minutes it found:

€156k profit in nine months — but only €20k left in the bank
€117k sitting in invoices clients hadn't paid
One client that lost money once team time was counted
Two retainers taking 20–50% more hours than they pay for
What it can't see yet — and exactly what data would unlock it

The method behind it cut BEsmart's costs by a third in six months.

How it works

  1. 01

    Add the skill to Claude — download, upload, done. Two minutes.

  2. 02

    Attach what you track money in — bank export, invoice list, expense sheet, P&L, timesheet. Messy is fine.

  3. 03

    Get your answer — a verdict, the metrics that matter for your kind of business, and what to do first.

Runs in your own Claude. Sumzee never receives your files. Every number is computed by code, not guessed by the AI.

Want it finished for you?

The skills give you a first version. We set up the rest: team forms, bank imports, one live dashboard and a 6-week cash forecast. First version on sample data within 48 hours.

Book a 30-minute call

Questions