Do I have to be a SaaS company to use ProfitKit?

No. ProfitKit works for any business with recurring revenue on Stripe — agencies billing retainers, product subscriptions, professional firms, memberships and SaaS alike.

Is connecting Stripe safe?

Yes. ProfitKit connects in read-only mode by default and never moves your money. You can optionally enable write access only for features like hosted card-update forms.

Which payment processors do you support?

ProfitKit is built natively on Stripe, so your data syncs automatically with no manual imports or spreadsheets.

How is ProfitKit different from Baremetrics or ChartMogul?

Those tools focus on metrics dashboards. ProfitKit leads with cashflow timing — when revenue lands — and adds automated payment recovery and customer onboarding, so it helps you collect revenue, not just measure it.

← ProfitKit

For agencies

Know exactly when client retainers hit.

Stop guessing at next month's cashflow. ProfitKit maps every retainer and recurring invoice to the day it lands — and automatically chases failed payments so you're not the one sending awkward reminders.

✓ Forecast retainer revenue week by week
✓ Recover failed client payments automatically
✓ Onboard new clients with triggered email sequences

Connect Stripe — free for 14 days

01 — Cashflow calendar

Your revenue, on a calendar you can plan around.

Every upcoming charge, renewal, trial end and projected payment — mapped to the exact day it lands. Finally answer the only question that matters: how much is coming in, and when?

✓ Daily, monthly and agenda views with forward revenue projections
✓ Forecast against a target growth rate, month by month
✓ Two-way Google Calendar sync and daily digest emails
✓ Filter by product, plan or status — export anything to CSV

ProfitKit cashflow calendar showing daily subscription revenue

ProfitKit payment recovery emails and card-update form

02 — Recover failed payments

Stop losing customers to a declined card.

Failed payments are silent churn. ProfitKit catches them the moment they happen, emails the customer a branded link to update their card, and charges them again — automatically.

✓ Real-time dunning emails on failed and past-due payments
✓ Hosted, branded card-update forms — no developer needed
✓ Proactive alerts for cards about to expire
✓ Track exactly how much revenue you've recovered

03 — Onboard & engage

Every customer, the right email, at the right moment.

Welcome new subscribers, nudge expiring trials, and follow up on renewals — triggered by real subscription events, sent from your own domain. Build sequences once and let them run.

✓ Event-triggered emails: trials, renewals, cancellations
✓ Multi-step campaigns with delays and audience targeting
✓ Send via ProfitKit, SendGrid, SMTP or Gmail
✓ Open tracking and reply-in-thread support

ProfitKit automated customer email settings and templates

What businesses like yours say

“We're an agency with clients on monthly billing but had no way to forecast our upcoming revenue week to week. Doing it manually in a spreadsheet was cumbersome and inaccurate. ProfitKit saved us hours each week and made our projections accurate.”

Kevin Wilke Co-Founder, Proven Marketing Solutions

Simple pricing that scales with your revenue.

Every paid plan includes all features. Your plan is set automatically from your Stripe revenue — nothing to pick, nothing to outgrow.

Free

Limited cashflow calendar

Try the calendar free, forever

Lite

$19/mo

Up to $5,000 monthly revenue

All features

Standard

$49/mo

Up to $10,000 monthly revenue

All features

Premium

$99/mo

$10,000+ monthly revenue

All features

Every paid plan includes

✓ Cashflow calendar & revenue projections
✓ MRR, ARR & churn metrics
✓ Payment recovery + hosted card forms
✓ Onboarding email automations
✓ Data exports & Google Calendar sync
✓ Multi-currency support

Start your 14-day free trial

No credit card to begin.

Know exactly when client retainers hit.

Your revenue, on a calendar you can plan around.

Stop losing customers to a declined card.

Every customer, the right email, at the right moment.

What businesses like yours say

Simple pricing that scales with your revenue.

Know when your revenue lands.