Financial intelligence for the trades
Know your numbers.
Get paid faster.
Field
connects to QuickBooks and watches your cash, chases overdue invoices, flags spending that looks off, and sends a plain English briefing every Monday morning.
Connect QuickBooks in two minutes. No credit card to start.
Built for the trades
The AI CFO
A finance team that reads your books every night.
Connect QuickBooks once. After that, the work happens on its own. You get the money you are owed, a clear read on cash, and a heads up when something looks wrong.
Overdue invoices, chased for you.
Every night it finds the invoices past due, ranks them by how much is at stake, and drafts a polite reminder in your voice. You read it, tap send, and the money comes in. No spreadsheet, no awkward phone call.
A 12 week read on what is coming in and going out.
It projects your cash position out three months from the invoices and bills already on your books, with a high and low band so you can see the tight weeks before they arrive.
Week of Jun 15
$18,400
projected cash on hand, low band $11,200
A text the moment something looks off.
A charge twice the usual size, a price that crept up, a duplicate bill, a vendor you have never paid before. Six checks run on every sync, and only the ones worth your attention reach your phone.
Ferguson Supply
$2,140 charge, 3x your usual order
Cintas
Monthly bill up 22% from last month
The state of your business, before your first coffee.
Every Monday at 7am you get one email. It opens with the single most important thing this week and explains why, then walks through what changed in cash, collections, and spending. Written in plain English, ranked so the top line is the one that matters.
Optional add on
Need someone to answer the phone too?
Add the AI Receptionist and every inbound call gets answered, day or night. It books the job, transfers the emergencies, and texts you the rest. The same platform, one more product switched on.
Answers every call on the first ring
When you are on a job and the phone rings, it picks up. Sounds like a front desk hire who knows your hours, pricing, and service area.
Books the appointment into your calendar
It checks your availability, proposes a real slot, confirms the address, and writes the job into your Google Calendar while the caller is still on the line.
Texts you the message that matters
New voicemail, urgent transfer to your cell, or a booked job. A short summary lands on your phone the moment the call wraps, with the recording in your portal.
Pricing
A fraction of an office hire.
Never off sick, never off shift.
Every plan answers your phone around the clock and books the work into your calendar. No setup fee, no per user pricing, month to month.
Every call answered and booked, day and night.
400 minutes included
Everything you need to stop missing calls
For owner operators and small crews.
The office employee in a box: answers, chases, and fills the board.
800 minutes included
Everything in Answer, plus
For shops with 2 to 8 trucks on the road.
The phone handled and the money watched, one subscription.
Everything, plus your books
Everything in Front Office, plus
Collections alone usually covers the difference.
Past the included minutes, calls are $0.15 per minute. Cancel any time. A receptionist you hire runs about $3,500 a month and goes home at five.
Questions owners ask us
Straight answers. No pitch.
Still wondering about something specific? Connect QuickBooks and see your first briefing before you decide.
You connect QuickBooks Online once, through the standard Intuit login. It takes about two minutes. After that it reads your invoices, bills, payments, and expenses every night. Nothing is written back to QuickBooks without your say so.
Every night it finds the invoices that are past due and ranks them by how much is owed. For the ones worth chasing, it drafts a polite reminder in your voice. You read the draft, tap send, and the email goes out. You stay in control of every message.
One email, every Monday at 7am. It opens with the single most important thing this week and explains why, then covers what changed in cash, collections, and spending. Plain English, ranked so the top line is the one that matters.
Six checks run on every sync: a charge much larger than usual, a price that crept up, a duplicate bill, a vendor you have never paid before, a subscription that changed, and a charge at an odd time. Only the ones worth your attention reach your phone by text.
No. The AI CFO works on its own once QuickBooks is connected. The receptionist is a separate add on you can switch on later if you want the phone answered too. They run on the same account and bill as add ons.
When you add it, you forward your existing number or pick a new local one. Every call gets answered on the first ring by a voice that knows your hours, pricing, and service area. It books the job, transfers real emergencies to your cell, and texts you the rest.
Your QuickBooks connection is encrypted and stored per business. We never sell, share, or train public models on your data. You can disconnect at any time and your numbers stay yours.
Yes. There is no setup fee and no contract. After you start it is month to month with no cancellation fee. Cancel either product on its own whenever you like.
The money you are owed is sitting in your books. Go get it.
Connect QuickBooks and your first briefing lands in minutes, with the overdue invoices ranked and the reminders already drafted.
No credit card to start. Month to month. Cancel any time.