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Your Business Runs on Cash Flow. We Make Sure You Never Lose Track.

FieldCFO connects to your QuickBooks, analyzes your finances 24/7, and tells you exactly what to do — so you can focus on running jobs, not chasing payments.

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Weekly Revenue
+12%

$47,850

Overdue Invoices
3 at risk

$12,400

Cash Forecast

Cash healthy through March 15

Sound Familiar?

You're Owed Money You Don't Even Know About

Customers owe you $50K+ right now and some invoices are 90 days overdue. You don't have time to chase every one down, so money just… sits there.

You Find Out About Cash Problems Too Late

By the time you realize payroll is tight or a big expense hit, it's already a crisis. You wish someone would warn you before it becomes a problem.

You're Paying $5K–$10K/month for Financial Advice You Barely Use

A fractional CFO costs a fortune and gives you a monthly report you skim in 5 minutes. You need actionable intel, not a PDF.

Here's What FieldCFO Does For You

Receivables Recovery

Get Paid Faster, Automatically

AI drafts personalized collection emails based on how overdue each invoice is. Polite at 30 days, direct at 45, firm at 60 — you approve and send with one click.

$18,500/month average recovered in overdue payments

Collection Email Draft45 days overdue

Hi Mike, I wanted to follow up on Invoice #1247 for $4,200. This was due on Jan 15th and we haven't received payment yet…

Approve & Send
Edit
Anomaly Detection

Catch Problems Before They Cost You

Automatically flags unusual charges, price creep, duplicate payments, new vendors, and subscription changes. Ranked by severity — you see the biggest risks first.

$3,200/month average in caught billing errors

2 Anomalies Detected
Unusual charge: HVAC Supply Co$2,800
Price creep: Copper Fittings+18%
Cash Flow Forecasting

Know Your Cash Position 12 Weeks Out

See exactly when cash gets tight before it happens. Factor in upcoming receivables, bills, payroll, and seasonal patterns.

94% forecast accuracy within 5%

12-Week Cash Forecast

Cash healthy through March 15

Weekly Briefing

Your Monday Morning Financial Snapshot

Every Monday at 7am: a ranked priority email with what matters most this week. Written in plain English, not accounting jargon.

98% of users read their briefing every week

Monday Briefing7:00 AM
13 invoices past 60 days — $12,400 at risk
2Payroll $8,200 higher than forecast
3Revenue up 12% week over week

3 Steps, 5 Minutes

Get set up and start receiving actionable financial intelligence today.

1

Connect

Sign up and connect your QuickBooks in under 2 minutes. We only read your data — we never modify your books.

2

Analyze

FieldCFO runs 24/7, analyzing every transaction, detecting anomalies, forecasting cash, and ranking your priorities.

3

Act

Get your first briefing within 24 hours. Review collection emails, dismiss false alarms, and take action — all from your phone.

Built for Field Service

FieldCFO was built specifically for field service businesses. We understand seasonal revenue patterns, job costing, equipment financing, and the unique cash flow challenges of running a crew.

HVAC
Plumbing
Electrical
Landscaping
Roofing
Pest Control

Trusted by Field Service Owners

We recovered $23,000 in overdue invoices the first month.

MR

Mike R.

Owner, ComfortAir HVAC · Phoenix, AZ

I used to spend every Sunday dreading Monday's finances. Now I get a briefing that tells me exactly what to focus on.

ST

Sarah T.

GM, PipeMasters Plumbing · Dallas, TX

We canceled our $6,000/month fractional CFO. FieldCFO gives us better insights for a fraction of the cost.

JL

James L.

Owner, BrightSpark Electrical · Atlanta, GA

One Simple Plan

No tiers, no per-user fees, no hidden costs. Everything you need for less than a single hour of a fractional CFO's time.

$500/month
  • Everything included — no add-ons, no per-user fees
  • Unlimited users on your team
  • Receivables recovery with AI-drafted emails
  • Anomaly detection ranked by severity
  • Cash flow forecasting 12 weeks out
  • Weekly Monday morning briefings
  • SMS alerts + conversational AI analyst
  • Web portal with full drill-down
  • QuickBooks Online integration
  • Setup in under 5 minutes
Start Your Free Trial

14-day free trial. No credit card required. Cancel anytime.

Stop guessing about your finances. Start knowing.

Join 2,400+ field service businesses who trust FieldCFO to protect their cash flow.