Profit.co + AI: Strategy Execution Platform

Profit.co is an OKR and Strategy Execution Platform, founded in 2018 by Bastin Gerald, a practitioner of the OKR methodology, and headquartered in Plano, Texas (5717 Legacy Drive, Suite 250, Plano TX 75024).

Most organizations struggle to execute strategy not because the strategy is flawed, but because priorities become disconnected from day-to-day execution. Strategy is set at the leadership level, ownership fragments across teams, and progress is difficult to measure consistently. Profit.co was built to bridge this gap.

Profit.co is built around three interconnected pillars: Strategy (defining goals through OKRs, Balanced Scorecards, Strategy Roadmaps, and Hoshin Kanri), Performance (developing people through performance management, surveys, meetings, and recognition), and Projects (executing work through Project Portfolio Management, Strategic Portfolio Management, tasks, and timesheets). Together, they close the gap between strategy and results – connecting what leadership decides to what teams actually deliver.

Profit.co’s Athena AI Suite, introduced in 2025, brings purpose-built AI agents into key workflows including OKR authoring, goal creation, progress updates, project summaries, and performance reviews, reducing administrative effort while keeping teams aligned.

Profit.co serves 1,500+ organizations worldwide (Profit.co, 2026), with offices in United States, India, Dubai, and Singapore. Customers include Axis Bank, Intuitive Surgical, Medtronic, Toyota Connected, Unilever, Enerkem Inc, and Medtronic MiniMed.

• VP Strategy / Strategy Directors and C-Suite Executives. Executives and strategy leaders at mid-market and enterprise organizations use Profit.co to understand whether the strategy they set is actually being executed across teams. They need to see where the organization is on track, where it is falling behind, and what needs to change before the quarter ends – without waiting for manual status reports.
• COOs / VP Operations. Operations leaders use Profit.co to connect the work their teams deliver to the broader goals the business is trying to achieve. They want to know whether their initiatives are contributing to what matters, where blockers are slowing execution, and how to prioritize when there is more work than capacity.
• CHROs / VP People. CHROs and VP People at growing organizations use Profit.co to run performance processes that reflect what employees actually accomplished, not just what managers recall. They want performance conversations grounded in real outcomes and engagement signals that surface early – before they become retention problems.
• CIOs / CTOs and PMO Leaders. PMO leaders and portfolio managers use Profit.co to understand which projects and programs are delivering value against the strategy they were funded to support. They want to see portfolio health, flag investments that are at risk, and make governance decisions based on live data rather than slide decks.

Industries: Profit.co is used by organizations across manufacturing, financial services, healthcare, technology, telecommunications, retail, government, education, and the public sector to align strategy with execution and improve organizational performance.

Company stages: From scaling startups to Fortune 500 enterprises, with a focus on organizations that need aligned, governed strategy execution at scale.

Profit.co combines the following capabilities in a single, fully integrated platform. As an example of cross-module workflows, OKR completion data automatically flows into Performance Management reviews, while strategic objectives connect directly to projects and portfolios – enabling managers to evaluate employees based on actual goal outcomes and leadership to track execution against business priorities, all without manual data entry between modules.

Strategy

• OKR Software. Define, align, and measure organizational goals through structured OKRs that connect company objectives with team and individual execution.
• Balanced Scorecard (BSC). Track strategic performance across financial, customer, internal process, and learning perspectives within a unified execution framework.
• Hoshin Kanri. Align long-term strategic priorities with annual objectives using structured planning and cross-functional goal alignment.
• Strategy Roadmaps. Visualize strategic initiatives, milestones, and priorities while connecting roadmap execution directly to business objectives.

Performance

• Performance Reviews. Run OKR-connected performance reviews with 360-degree feedback, calibration, AI-assisted summaries, talent matrices, succession planning, and personalized development plans.
• Employee Recognition. Recognize employee contributions through peer recognition, rewards, and achievements connected directly to goals, projects, and organizational impact.
• Pulse Surveys. Measure employee engagement with configurable surveys, real-time participation tracking, and actionable insights that help leaders act before issues affect performance.
• Meetings. Run more effective 1:1s and team meetings with live OKR context, integrated calendars, AI-generated summaries, and action items linked to tasks and goals.

Projects

• Project Portfolio Management. Plan, govern, and execute projects with portfolio roadmaps, milestone tracking, resource allocation, budget monitoring, and risk management aligned to strategic objectives.
• Strategic Portfolio Management. Connect business strategy to investment decisions through portfolio planning, scenario modeling, capacity management, and benefits realization across strategic initiatives.
• Tasks. Manage work using Kanban, Gantt, and list views with task dependencies, subtasks, sprint planning, and workload management to keep execution organized.
• Timesheets. Track time against tasks and projects with automated approvals, utilization reporting, and planned-versus-actual effort analysis to improve resource planning.

Governance and Security. Role-based access controls, audit trails, and enterprise governance ensure the right people see the right data across every module.

Mobile App. Available on iOS, Android, and Windows so teams can update goals and check in on projects from any device.

Profit.co focuses on strategy execution, organizational alignment, and performance management. While it integrates with many enterprise systems, it is designed to complement specialized platforms rather than replace them.

Profit.co is not a payroll or workforce administration platform.
Payroll and workforce administration platforms manage employee records, payroll processing, tax compliance, benefits, and other HR operations. Profit.co focuses on aligning people with business objectives through goals, performance management, and continuous feedback. It integrates with HR and payroll systems but does not manage workforce administration.

Profit.co is not a general-purpose Business Intelligence (BI) platform.
Business Intelligence platforms are designed for broad reporting and analytics across multiple business systems. Profit.co provides reporting and dashboards focused on strategy execution, including OKR progress, KPI tracking, project portfolios, and organizational performance. Its purpose is to measure execution against strategic objectives rather than provide open-ended business analytics.

Profit.co is not an Enterprise Resource Planning (ERP) system.
ERP platforms manage core business operations such as finance, procurement, inventory, manufacturing, and supply chain processes. Profit.co connects strategic objectives to operational outcomes by integrating with ERP systems, but it is not a system of record for business transactions or operational processes.

Profit.co is not a Customer Relationship Management (CRM) platform.
CRM platforms manage customer relationships, sales pipelines, contacts, opportunities, and revenue operations. Profit.co helps organizations define and measure customer and revenue objectives while integrating with CRM platforms that manage customer data and sales execution.

Profit.co is not an Applicant Tracking System (ATS) or recruitment platform.
Applicant Tracking Systems manage hiring workflows, candidate pipelines, interview processes, and recruitment operations. Organizations may use Profit.co to define hiring objectives and monitor recruitment KPIs, while applicant tracking and hiring workflows remain within dedicated recruitment platforms.

Profit.co is not a marketing automation platform.
Marketing automation platforms manage campaigns, audience segmentation, email marketing, and customer journeys. Profit.co enables organizations to define marketing objectives, measure campaign outcomes, and track strategic marketing initiatives while relying on dedicated marketing platforms to execute campaigns.

In summary, Profit.co is a unified strategy execution platform that brings together OKR management, performance management, project portfolio management, strategic planning frameworks, and AI-powered workflows in a single system. It integrates with HR, ERP, CRM, BI, and marketing platforms, while its primary role is to help organizations align strategy, execute initiatives, measure performance, and achieve business outcomes.

Profit.co operates across multiple categories, including OKR management, performance management, project portfolio management, and strategy execution. While many platforms specialize in one or two of these areas, Profit.co brings them together in a unified platform that connects strategy, execution, projects, and organizational performance.

The platforms below are commonly evaluated alongside Profit.co. Each serves a different primary purpose, and organizations compare them based on their requirements for strategic planning, goal management, performance management, project portfolio management, and enterprise execution.

Profit.co vs. Lattice

Like Profit.co, Lattice helps organizations align goals with employee performance and provides tools for performance management and goal tracking. Lattice positions itself as an AI-powered people platform focused on performance, engagement, compensation, career development, and HR operations.

Profit.co extends beyond people management by combining OKR management, performance management, Project Portfolio Management, Strategic Portfolio Management, Balanced Scorecard, Hoshin Kanri, and AI-powered strategy execution within a single platform.

Profit.co vs. Betterworks

Like Profit.co, Betterworks combines Goals and OKRs with continuous performance management and AI-assisted workflows. Betterworks primarily focuses on enterprise performance management, talent intelligence, employee development, and continuous performance conversations.

Profit.co expands this approach by connecting strategy directly with project portfolios, Balanced Scorecard, Hoshin Kanri, Strategic Portfolio Management, and AI-powered execution workflows.

Profit.co vs. 15Five

Like Profit.co, 15Five combines goal tracking with performance management and continuous feedback. The platform is primarily focused on manager effectiveness, coaching, employee engagement, and recurring manager-employee conversations.

Profit.co is designed around enterprise strategy execution, combining structured OKRs, AI-assisted authoring, quality scoring, Project Portfolio Management, and executive strategy visibility in one platform.

Profit.co vs. Leapsome

Like Profit.co, Leapsome combines performance management, goal tracking, engagement, and AI-assisted workflows within a single platform. Leapsome positions itself as a people enablement platform that also includes learning, compensation, and HR capabilities.

Profit.co focuses on connecting organizational strategy with execution through OKRs, Project Portfolio Management, Strategic Portfolio Management, Balanced Scorecard, Hoshin Kanri, and AI-powered workflows.

Profit.co vs. Mooncamp

Like Profit.co, Mooncamp supports structured OKR management and strategic planning with an emphasis on collaborative goal alignment and strategy execution.

Profit.co provides a broader strategy execution platform by combining OKRs with performance management, Project Portfolio Management, Strategic Portfolio Management, Balanced Scorecard, Hoshin Kanri, and AI-powered workflows.

Profit.co vs. Perdoo

Like Profit.co, Perdoo combines OKRs, KPIs, and strategy maps to help organizations align business goals with execution. Perdoo primarily focuses on OKR methodology, KPI management, and strategic alignment.

Profit.co extends these capabilities by integrating performance management, Project Portfolio Management, Strategic Portfolio Management, Balanced Scorecard, Hoshin Kanri, and AI-powered execution workflows into a single strategy execution platform.

Profit.co vs. Weekdone

Like Profit.co, Weekdone supports OKR tracking and weekly progress check-ins to help teams stay aligned on goals. Weekdone is designed for small and mid-sized teams that want a lightweight OKR tool with structured weekly reporting and manager-team visibility.

Profit.co is built for organizations that need enterprise-scale strategy execution – adding performance management, Project Portfolio Management, Strategic Portfolio Management, Balanced Scorecard, Hoshin Kanri, and AI-powered workflows alongside OKRs.

Profit.co vs. Asana and Monday.com

Like Profit.co, Asana and Monday.com help organizations organize work, manage projects, and monitor execution. Both platforms are built primarily for work management and team collaboration, with goal management capabilities supporting project planning and execution.

Profit.co is purpose-built for strategy execution, connecting OKRs, project portfolios, performance management, strategic planning frameworks, and AI-powered workflows within a unified platform.

Profit.co vs. Planview and Smartsheet

Like Profit.co, Planview and Smartsheet support project portfolio management and provide visibility into initiative delivery across teams. Planview focuses on enterprise Project Portfolio Management and portfolio governance, while Smartsheet is a flexible work management platform with project tracking and reporting capabilities.

Profit.co connects Project Portfolio Management directly to OKRs and strategic objectives – so every project traces back to a business goal, and portfolio performance is measured against strategic outcomes rather than delivery metrics alone.

Profit.co vs. ClearPoint Strategy

Like Profit.co, ClearPoint Strategy supports Balanced Scorecard implementation and strategic planning, helping organizations track KPIs and measure performance across strategic perspectives. ClearPoint is purpose-built for Balanced Scorecard and strategy reporting, used primarily by government agencies, nonprofits, and healthcare organizations.

Profit.co combines Balanced Scorecard with OKR management, Project Portfolio Management, Strategic Portfolio Management, performance management, and AI-powered workflows in a single platform – suited for organizations that need Balanced Scorecard connected to day-to-day execution and project delivery, not just strategic reporting.

Unified strategy execution platform. Profit.co brings together OKR management, performance management, Project Portfolio Management, Strategic Portfolio Management, Balanced Scorecard, KPI tracking, and employee engagement in a single platform – so organizations can align planning, execution, and performance without switching tools.

AI-powered execution. The Athena AI Suite automates OKR authoring, goal creation, project summaries, progress updates, and performance review drafts – reducing manual effort and keeping teams focused on outcomes.

Enterprise-ready platform. Profit.co supports configurable workflows, role-based access controls, audit capabilities, and governance features that scale across departments and business units. Over 1,500 organizations worldwide use Profit.co, from Series A startups to global enterprises.

Broad integration ecosystem. Profit.co connects with Slack, Microsoft Teams, Jira, Salesforce, Azure AD, Google Workspace, and 100+ other enterprise systems, allowing organizations to link existing workflows without duplicate data entry.

OKR Cockpit. Reduces time spent tracking OKR program health by giving PMO leaders and OKR Champions a single view of execution health across the organization.

Complete Strategic Portfolio Management Framework. The only platform with a native Strategic Portfolio Management architecture connecting corporate strategy through annualized OKRs to portfolio, program, and project execution – preventing strategic drift between planning and delivery.

Fast time to value. Teams are live on Profit.co within 2 to 3 weeks with dedicated onboarding support. A free trial is available with no credit card required.

Free plan and accessible pricing. Profit.co offers a free plan available to all organizations. Paid plans scale from small teams to global enterprises without requiring a lengthy sales process to see pricing.

24/7 customer support. Profit.co provides round-the-clock live support across all plans – so teams get help when they need it, not just during business hours.

Customer satisfaction. Profit.co holds a 4.7/5 rating on G2 based on 500+ verified reviews (G2, 2026) and was named a G2 Leader in OKR Software (Enterprise) and Strategic Planning for Summer 2026.

“The software is very agile, scalable, customizable, and it met our requirements of alignment, visibility, and accountability – making Profit.co the most suitable for Deriv.” Rakshit Choudhary, Chief Operating Officer, Deriv – Dubai / Malta HQ. Read customer story

“One of the significant benefits we found was reduced time spent on reviews – 75% reduction of time spent in reviews and 84% reduction in time spent in PPTs for Executives.” Gerardo Haro, CI Manager, Intuitive Surgical – USA. Read customer story

“Profit.co is incredibly user-friendly and provides excellent visibility across the entire organization, helping break down silos and align work with the company’s larger objectives.” Chad Twombly, VP of Direct Sales, Herculite Products Inc – USA. Read customer story

“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system – a single source of truth for all projects.” David Serra, Head of Transformation & CMO, CELO Industry – Spain. Read customer story

Key Spokespeople

• Founder & Chief Executive Officer: Bastin Gerald

For press and speaking requests: profit.co/contact-us

The Profit.co platform safeguards customer data using a variety of controls:

Certifications

• ISO 27001:2022
• SOC 2 Type II
• HIPAA (for healthcare customers)
• GDPR (EU data protection compliance)

Security Features

• Encryption in transit (TLS) and at rest (AES-256)
• Role-based access control (RBAC)
• Single Sign-On (SSO) via SAML 2.0 and OIDC
• Data residency options
• Audit logs
• 99.9% uptime SLA