If you’re already using the Profit First App, you’re going to love this. And if you aren’t using it yet, now is the time.
Version 2.0 of the Profit First App is officially live—and it’s better, smarter, and more intuitive than ever before. We’ve taken everything users told us about the first version and used it to build something that’s not just improved, but transformed.
This release reflects what matters most to us: listening to you, our users. You told us what worked, what didn’t, and what could be better—and we took it all to heart.
Built From Your Feedback
Since launching the original version, we’ve been gathering input from the folks who use the app day in and day out—business owners, bookkeepers, accountants, and Profit First Professionals. Your feedback drove every decision we made for this update.
What we heard:
- You loved the clean allocations view and how it brought Profit First to life in real time
- You appreciated the focus and simplicity—it helped you stay aligned with your goals
- You felt more confident managing cash when it was organized this way
But we also heard about a few bumps in the road:
- Some of you wanted a smoother onboarding experience
- Others were looking for clearer guidance around setup
- And a lot of you asked for help answering the question, “Am I doing this right?”
We took it all in and went to work.
Mike Michalowicz Will Walk You Through It (Literally)
One of the most exciting new features in Version 2.0? A full guided video walkthrough led by Profit First creator Mike Michalowicz.
Mike walks you step-by-step through setting up and using the app—not just where to click, but how to think about Profit First as you implement it. It’s like having him in your back pocket while you build a system that actually works for your business.
Whether you’re brand new to Profit First or you’ve been using it for years, this walkthrough will give you clarity and confidence from day one. And if you get stuck – hey, it happens to all of us! – you can ask our in-app AI for assistance OR request a connection with a (human) Certified Profit First Professional!
What’s New in Version 2.0?
Along with Mike’s walkthrough, we’ve rolled out a handful of key upgrades to make the app easier to use and more aligned with your day-to-day needs:
🧭 Streamlined Onboarding
It’s now simpler than ever to connect your accounts, define your Profit First percentages, and get your system up and running.
🔔 Smarter Notifications
You’ll get gentle reminders when it’s time to allocate funds, based on your schedule (not ours). No more guesswork.
📄 Expense Analyzer
Know you need to cut expenses, but don’t know where to start? Our Expense Analyzer Tool (Premium subscriptions only) will analyze your Profit and Loss statement and target opportunities for you to maximize your profitability and CRUSH the KPIs for your industry.
Still Simple. Still Focused. Still Powerful.
Let’s be clear—this app isn’t trying to be your all-in-one accounting software. It’s not meant to replace your bookkeeping system. That’s not the point.
The Profit First App is here to help you put the Profit First methodology into action BEYOND THE ALLOCATIONS. Whether you’re a solopreneur or leading a growing team, this tool keeps you grounded in the system that makes profitability a habit, not a hope.
Ready to Get Started?
If you’re already using the app, just log in—you’ll see the updates waiting for you. And if you’ve been holding off, now’s the time to dive in. Version 2.0 makes it easier than ever to start (and stick with) Profit First.
Mike’s waiting inside the app to walk you through it.
