Your CFO Agent invoices on milestones, keeps the books current to the day, and forecasts your cash 90 days out. Straight from the jobs you've got scheduled. No bookkeeper to hire, no surprises.
Every transaction sorted to the day, a forecast fed by your real schedule, and a clear next move — without a bookkeeper.
Every deposit, bill, and swipe is categorized to the right job the moment it clears.
Milestone invoices and material POs land on the exact days they're scheduled. The forecast is fed, not typed.
When cash gets tight, it spots the lever (invoice early, hold a PO) before it's a problem, and waits for your okay.
Driven by the schedule. Not a guess. Try the lever: when a dip drops you below your floor, watch the agent's fix pull cash forward and clear it.
Every transaction sorted to the right job and category the moment it clears. No shoebox of receipts, no month-end scramble.
P&L, margin by job, and a cash summary. Generated the moment the period closes, ready to hand your accountant.
Costs, labor, materials, and change orders on every job. And the real margin when it's done. Know which work actually makes money.
The whole business. Cashflow, bookkeeping, taxes set aside, and reports. The view that tells you if you can make payroll and take on the next job.
It reconciles, catches what slipped, and brings you the fix. You just say yes.
A deposit lands and your CFO Agent sorts it, costs the job, updates the forecast, sets your taxes aside, and closes the month. You never open a spreadsheet.
The Operations Agent sends every milestone and material PO; the Sales Agent sends every signed deposit. Move a job in the schedule and these numbers move themselves.
See the full loop →Every signed deposit and contract value lands in the forecast automatically.
Material costs and job timing flow in as the schedule moves.
A cash dip you need to act on shows up in your morning brief.
Ninety days of runway in view, books current to the day, and a finished report in seconds.
See your next 90 days in minutes.
No credit card. Cancel anytime.