OKR Software
  • AI Agents
  • Pricing
  • Enterprise

Industry

Healthcare Coordinate, comply, and deliver patient outcomes
Manufacturing Plan, produce, and deliver at scale
Financials Comply, perform, and grow with confidence
Government & Public Sector Govern, account, and serve with transparency
Non Profits Align, impact, and deliver on your mission
Technology Build, ship, and scale with agility
Retail Industry Plan, launch, and scale retail operations
Transportation Logistics Plan, route, and deliver with precision
Energy Utilities Plan, manage, and deliver critical operations

Company Size

Enterprise Scale, govern, and align the entire organisation
Mid-Market Grow, structure, and execute with clarity
Small Business Start, focus, and grow faster
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
About Us Blog Help center Integrations API Docs
24/7 support Release Updates Secure & Compliance 99.99% Uptime

Coaching & Consulting

OKR Certification Learn, validate, and lead with confidence
OKR University Explore, learn, and master OKRs
OKR Examples Browse, adapt, and implement proven OKRs

Insight Hub

eBooks Download, read, and apply deep knowledge
OKR Webinars Watch, learn, and implement live insights
Blog Read, explore, and stay informed
ROI Calculator Calculate, discover, and prove OKR value
SPM ROI Calculator Measure, analyse, and justify SPM investment

Support

Answers (FAQs) Search, find, and resolve instantly
OKR Canvas Visualise, map, and structure your OKRs
Help Center Browse, learn, and get unblocked fast
Release Updates Discover, explore, and stay current
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
About Us Blog Help center Integrations API Docs
24/7 support Release Updates Secure & Compliance 99.99% Uptime

Products

OKRs Set, align, and drive results
Strategy Roadmaps Map, plan, and execute vision
Balanced Scorecard Track, score, and drive results
Hoshin Kanri Align, focus, and execute vision
Performance Review Review, coach, and drive results
Employee Recognition Reward, engage, and retain all
Pulse Surveys Ask, listen, and act on feedback
Meetings Meet, discuss, and decide fast
Project Portfolio Plan, govern, and manage work
Strategic Portfolio Align, focus, and drive results
Tasks Create, assign, and track work
Timesheets Log, track, and optimise time

Features

Alignments View
Automated Weekly Summary
Balanced Scorecard View
Bowler Chart
Check-in Discipline
OKR Cockpit Dashboard
OKR Present Mode
OKR Progress Presentation
Say-do Ratio
Status Map View
All Features
1:1 Meetings
Development Plans
Goals
Performance Dashboard
Performance Reviews
Calibration
Multiple Assessment Types
Compensation
Review Templates
All Features
Demand Management
EVM Dashboard
Financial Management
Investment Tracking
OKR Linked Projects
Value Realization Office
Project Health & Dashboards
Release Planning & Management
Scenario Planning
Tollgate Management
All Features
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
Profit.co Integrations sync your favorite apps to create seamless, unified collaboration Read more
Profit.co AI Agent, your intelligent strategy assistant for smarter, faster decisionsRead more
Profit.co Mobile App, stay connected and productive from anywhere you work.Read more
About Us Blog Help center Integrations API Docs
24/7 support Release Updates Secure & Compliance 99.99% Uptime
Login Start free trial
profit.co-logo
    • Products

      • OKRs

        Set, align, and drive results

      • Strategy Roadmaps

        Map, plan, and execute vision

      • Balanced Scorecard

        Track, score, and drive results

      • Hoshin Kanri

        Align, focus, and execute vision

      Features

      • Alignments View
      • Automated Weekly Summary
      • Balanced Scorecard View
      • Bowler Chart
      • Check-in Discipline
      • OKR Cockpit Dashboard
      • OKR Present Mode
      • OKR Progress Presentation
      • Say-do Ratio
      • Status Map View
      • All Features
    • Products

      • Performance Review

        Review, coach, and drive results

      • Employee Recognition

        Reward, engage, and retain all

      • Pulse Surveys

        Ask, listen, and act on feedback

      • Meetings

        Meet, discuss, and decide fast

      Features

      • 1:1 Meetings
      • Development Plans
      • Goals
      • Performance Dashboard
      • Performance Reviews
      • Calibration
      • Multiple Assessment Types
      • Compensation
      • Review Templates
      • All Features
    • Products

      • Project Portfolio

        Plan, govern, and manage work

      • Strategic Portfolio

        Align, focus, and drive results

      • Tasks

        Create, assign, and track work

      • Timesheets

        Log, track, and optimise time

      Features

      • Demand Management
      • EVM Dashboard
      • Financial Management
      • Investment Tracking
      • OKR Linked Projects
      • Value Realization Office
      • Project Health & Dashboards
      • Release Planning & Management
      • Scenario Planning
      • Tollgate Management
      • All Features
    • Pages

      • Healthcare

        Coordinate, comply, and deliver patient outcomes

      • Manufacturing

        Plan, produce, and deliver at scale

      • Financials

        Comply, perform, and grow with confidence

      • Government & Public Sector

        Govern, account, and serve with transparency

      • Non Profits

        Align, impact, and deliver on your mission

      • Technology

        Build, ship, and scale with agility

      • Retail Industry

        Plan, launch, and scale retail operations

      • Transportation Logistics

        Plan, route, and deliver with precision

      • Energy Utilities

        Plan, manage, and deliver critical operations

    • Pages

      • Enterprise

        Scale, govern, and align the entire organisation

      • Mid-Market

        Grow, structure, and execute with clarity

      • Small Business

        Start, focus, and grow faster

  • AI Agents
    • Pages

      • OKR Certification

        Learn, validate, and lead with confidence

      • OKR University

        Explore, learn, and master OKRs

      • OKR Examples

        Browse, adapt, and implement proven OKRs

    • Pages

      • eBooks

        Download, read, and apply deep knowledge

      • OKR Webinars

        Watch, learn, and implement live insights

      • Blog

        Read, explore, and stay informed

      • ROI Calculator

        Calculate, discover, and prove OKR value

      • SPM ROI Calculator

        Measure, analyse, and justify SPM investment

    • Pages

      • Answers (FAQs)

        Search, find, and resolve instantly

      • OKR Canvas

        Visualise, map, and structure your OKRs

      • Help Center

        Browse, learn, and get unblocked fast

      • Release Updates

        Discover, explore, and stay current

  • Pricing
  • Enterprise
Log In Start Free
Profit.co for Financial Services

Transforming Strategic Execution in Fintech and Financial Institutions

Empowering financial services organizations worldwide to achieve their most ambitious goals through strategic clarity, aligned execution, and continuous improvement.

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100+ Integrations Enable Continuous Updates
Integrations Enable Continuous Updates
Downloadable PDF and PowerPoint Reports
Downloadable PDF and PowerPoint Reports
AI Guided OKR Authoring
AI Guided OKR Authoring
Detailed Analytics
Downloadable PDF and PowerPoint Reports
okr-module
Insights from Goals and Projects
Integrations Enable Continuous Updates
Succession Planning
Succession Planning
Automated Calibration
Automated Calibration
Watch video
Intuitive Task Management
Intuitive Task Management
Risk & Issue Tracking
Risk & Issue Tracking
Resource Allocation
Resource Allocation
EVM Analysis
EVM Analysis
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Celebrate Any Achievement Across All Modules
Celebrate any achievement across all modules
Track Team Engagement
Track team engagement
Redeem Gift Cards
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Watch video

Why Financial Services Organizations Choose Profit.co

Security and Compliance Built for Banking Built for the Reality of Financial Services Performance Management That Drives Culture Performance Management That Drives Culture

Highly Rated by Our Users

A comprehensive solution with advanced features to manage your projects from start to finish, ensuring team alignment and goal achievement.

• The Solution •

Integrate With Your Favourite Apps

We integrate with Jira, Slack, G Suite, Zapier, Teams, Office 365, and 100 + Integrations. Connect with Profit.co OKR Software to integrate users, tasks, and also check in your key results within the apps.

Turn vision into results, together

Strategy Execution

Create a visual strategy roadmap, connect it to quarterly goals, use AI analytics to identify key drivers to objectives, and generate actionable plans.

Strategy Roadmap
Balanced Scorecard
Strategy Roadmap
OKRs
Goal Tracking

Portfolio & Project management software

Our platform scales with you: from simple task management to powerful financial and resource management, backed by industry-leading agentic capabilities.

Portfolio & Project Management Software
Portfolio & Projects
Tasks

Performance management software

Unlock the full potential of your team with a performance review that gleans insights from goal achievement and task progress throughout the year.

Performance Management Software
Reviews
360° Feedback
Goals

Employee recognition software

Automatically surface recognition opportunities from goal progress and create a clear line of sight between individual contributions and company success.

Employee Recognition Software
Recognition
Rewards
Peer Recognition
Strategy Roadmap
 Portfolio & Project Management Software
Performance Management Software
Employee Recognition Software
• FAQs •

Have questions?

We got answers.

Cascade your company vision into clear OKRs across all levels.

Every organization has several functional units, and teams that need to work in coordination to produce the outcomes to achieve the organization’s objectives. So, there is a need for tools like OKR Software to align the organization and make departments, teams, and individuals work towards the common goals. With OKR software, management can easily set and monitor goals for departments, teams, and individuals.

Why should your organization use OKR software?

OKR software helps organizations align their teams, track progress, and achieve strategic objectives more effectively than traditional methods.

Why is OKR software/tool better than spreadsheets or generic tools?

Dedicated OKR software provides better tracking, automation, reporting, and collaboration features compared to generic spreadsheets.

How to choose the right OKR Software for your needs?

Consider factors like ease of use, integration capabilities, reporting features, scalability, and support when choosing OKR software.

What payment methods do you accept?

We accept all major credit cards (Visa, MasterCard, American Express), PayPal, and bank transfers for enterprise customers.

Can I change my billing cycle?

Yes, you can change your billing cycle from monthly to annual or vice versa at any time from your account settings.

Do you offer refunds?

We offer a 30-day money-back guarantee for all new subscriptions. Contact our support team to process your refund.

What licensing options are available?

We offer individual, team, and enterprise licensing options with different feature sets and user limits to fit your organization’s needs.

Can I add more users to my plan?

Yes, you can add more users to your plan at any time. Additional users will be prorated for the remaining billing period.

What happens if I exceed my user limit?

If you exceed your user limit, you’ll be prompted to upgrade your plan or add additional user licenses to continue using the service.

How can I contact support?

You can contact our support team via email at support@profit.co, through our in-app chat, or by submitting a ticket in your account dashboard.

What are your support hours?

Our support team is available Monday through Friday, 9 AM to 6 PM EST. Enterprise customers have access to 24/7 priority support.

Do you offer training sessions?

Yes, we offer free onboarding sessions for all new customers and advanced training workshops for enterprise clients.

Can’t find your answers?

Get in touch with us we are happy to assist you!

Ask Questions
• Privacy & Compliance •

Enterprise grade security

Keep your company’s data secure and compliant with industry-leading security standards and certifications.

★★★★★
4.7 ON G2
★★★★★
4.4 ON CAPTERRA
ISO14006 CERTIFIED

Achieve goals with confidence
and consistency

Fuel your execution engine with powerful Plans, bulletproof Processes, and talented People – all working together to turn strategy into predictable, repeatable success.

Let’s Chat

PRODUCTS

  • AI Agents
  • Product Overview
  • Product Tour

STRATEGY

  • OKRs
  • Balanced Scorecard
  • Hoshin Kanri
  • Strategy Roadmap

PERFORMANCE

  • Performance Review
  • Employee Recognition
  • Pulse Surveys
  • Meetings

PROJECTS

  • Project & Portfolios
  • Strategic Portfolios
  • Tasks
  • Timesheets
SOLUTIONS
  • Healthcare
  • Financial Services
  • Non Profit
  • Retail Industry
  • Energy Utilities
  • Manufacturing
  • Government Public Sector
  • Technology
  • Transportation Logistics
COMPANY SIZE
  • Enterprise
  • Mid Market
  • Small Business
ROLES
  • CEOs
  • HR Leaders
  • Individual Contributors
  • Managers
  • PMO Leaders
INTEGRATIONS
  • Slack
  • Microsoft Teams
  • Google Workspace
  • Azure
  • Jira
  • Salesforce
  • SAP
  • Workday
  • Oracle
  • OKTA
  • View all integrations
COMPARISON
  • Profit.co vs Lattice
  • Profit.co vs 15Five
  • Profit.co vs WorkBoard
  • Profit.co vs Tability
TEAMS
  • PMO Teams
  • HR Teams
  • Founders & Executives
  • Finance Teams
RESOURCES
  • Customer Stories
  • OKR Certification
  • eBooks
  • KPIs Library
  • OKR Examples
  • OKR Webinars
  • Blog
  • Release Updates
  • ROI Calculator
  • API Documentation
  • Status
  • G2 Reviews
SUPPORT
  • Help Center
  • OKR University
  • Answers
COMPANY
  • About Us
  • Why Profit.co
  • In the Press
  • Pricing
  • Our Partners
  • SLA
  • Contact Us
  • AI Info Page
PRIVACY & POLICY
  • Privacy Policy
  • Terms of Service
  • Security
MCP
  • Chatgpt
  • Claude
  • Profit.co MCP

Summarize with AI what Profit.co does:

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