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Wex Advisory

Solutions

Pick the problem. I build the fix and keep it running.

Every solution runs free for 30 days on your real data. Keep it and it's $1,000 setup and $300 a month, with upkeep and up to 2 hours of changes included.

Five solutions

Five problems, one plan.

  1. Your day's priorities, every morning

    “I spend the first hour of every day working out what needs me.”

    One email each morning with what needs you today: accounts going quiet, orders that need a look, emails nobody answered. Built from the inbox, calendar and sheets you already use.

    Proof
    Running for RECO: a daily priority digest by email for its two founders.
    Who it's for, what's inside
    Who it's for
    Owners whose to-do list is spread across an inbox, a spreadsheet and their own memory.
    What's inside
    Gmail · Google Calendar · Google Sheets · Shopify · an AI summary · one email a day
    Free 30 days, then the plan below ↓Ask about this →
  2. All your numbers in one place

    “Sales, ads and the books live in five tabs, and none of them agree.”

    One live dashboard across your sales channels, accounts, ads and books, with agents that flag what needs attention and queue the next step for you to approve.

    Proof
    Running today for RECO, a wholesale + DTC brand: 119 accounts, 2,500+ leads and 5 agents in one dashboard.
    Who it's for, what's inside
    Who it's for
    Brands selling through more than one channel (DTC, wholesale, marketplaces) with no engineering team.
    What's inside
    Shopify · Google Sheets · QuickBooks · Meta Ads · Gmail · AI agents
  3. Close the month without the spreadsheet

    “We find out last month's margin three weeks late.”

    Month-end reports and close packets that build themselves from your books: checked, summarized in plain English and delivered by email, PDF or Excel.

    Proof
    Built for a five-location operator: a GL check, a finance dashboard and a close packet per location.
    Who it's for, what's inside
    Who it's for
    Owners and finance leads who rebuild the same report by hand every month, for one location or several.
    What's inside
    QuickBooks · Excel · Google Sheets · GL exports · an AI summary · PDF and Excel packets
  4. Get found on Google and in AI answers

    “People search for exactly what we do and find our competitors.”

    Pages that answer the questions your buyers search for, set up so Google and AI assistants can read and quote them.

    Who it's for, what's inside
    Who it's for
    Local and specialist businesses whose customers search before they call.
    What's inside
    Google Search Console · Google Business Profile · structured data · search volume data · page rewrites
    Free 30 days, then the plan below ↓Ask about this →
  5. Find the money you're losing

    “Our costs keep creeping up and I can't see where.”

    A free check of your supplier invoices or card processing statements: what went up, what was billed twice, which fees to question. You keep the report either way.

    Who it's for, what's inside
    Who it's for
    Restaurants (supplier invoices) and any storefront that takes cards (card fees).
    What's inside
    Your invoices or statements, as PDFs or phone photos · a short written report

Something else?

Tell me the problem.

One fixed price, quoted before work starts, in place of the setup fee. Never billed hour by hour.

Add-on

Team answers

Your team asks a question in plain language and gets the answer from your own documents, with the page it came from. Same plan price as the solutions above.

What's inside: Canon · your handbooks, SOPs and contracts

Pricing

How pricing works

One plan for every solution above. You see it working on your own data before you pay anything, and the price is in writing on day one.

How pricing works
StepPriceDetails
Free AI AuditFreeShows where AI would save you money, before you spend any.
30-day trialFreeRuns on your real data. The price and the day-30 date are in writing on day one. Setup work during the trial is free.
Setup$1,000Only if you keep it. Half at signing, half at go-live.
Monthly$300Founding price. Covers upkeep and up to 2 hours of changes a month.
Extra hours$150 an hourChanges beyond the 2 included hours.
Minimum3 monthsThen month to month.
Custom buildsFixed priceOne price, quoted before work starts. Replaces the setup fee; the monthly plan covers upkeep. Never billed hour by hour.
Training$200 an hourLive sessions for your team, on the tools it uses.

Start free

Not ready for a trial? Start with a free check.

Three are free. The competitor report is $299 and ready in about a minute.

  • Free

    AI Audit

    Quantified savings opportunities, no credit card, no signup.

    Get your free AI Audit →
  • Free

    Supplier Invoice Check

    For restaurants. Send 4 weeks of supplier invoices and get a 2-page report on what went up, what was billed twice, and where it's cheaper.

    Get the invoice check →
  • Free

    Card Fee Check

    For any storefront. Send your card processing statements and see what processing really costs, which fees to question, and whether your rate is fair.

    Check my card fees →
  • $299

    Competitor Analysis Report

    A 13-page report with real traffic data, deep dives on five competitors, market sizing and what to do next. Ready in about a minute.

    Get your report → (opens in a new tab)

Start here

Tell me which problem costs you most

I read every message myself and reply within 24 hours with whether a free trial makes sense and what it would run on.

Rather talk it through? Book a 30-minute call (opens in a new tab).

Not sure which one fits? The free AI Audit will tell you.