Know which jobs make money before your CPA does.
The construction financial intelligence layer for QuickBooks Online. Auto-coded transactions, real-time job P&L, AI-powered margin analysis, and CPA-ready close packages — without leaving QuickBooks.
151 accounts syncedHourly QBO syncGAAP-compliant exports
What changes
Most owners pay bookkeeper rates every month and still can't see which jobs actually pay. That ends here.
Transactions sit uncategorized until nights, weekends, or tax season.
Auto-categorized by vendor, job, and cost code — flagged only when they need review.
QuickBooks has the data, but you still can't tell which jobs are actually profitable.
Every active job has a live P&L with cost breakdown, billing status, and margin trend.
Monthly close depends on manual cleanup and back-and-forth with a bookkeeper.
Close becomes an exception review: approve the edge cases, export the package, move on.
Tax time means paying your CPA to fix months of messy books at $400/hr.
Your CPA gets a clean year-end package with reconciled reports, 1099 support, and notes — one click.
Financial questions wait for the bookkeeper, CPA, or end-of-month reports.
Ask the AI Controller anything: “Which jobs lost margin?” “What vendors increased?” “What needs fixing before close?”
How it works
Connect QuickBooks
Link your QBO company. OAuth-secured, hourly sync, automatic token refresh. QuickBooks stays your source of truth.
AI codes your transactions
Vendor patterns, job history, and cost-code logic categorize 80%+ automatically. You review the exceptions.
Close and export
Generate GAAP-compliant P&L, job profitability, vendor spend, and 1099 reports. Export CPA packages in one click.
What you get
Job profitability
See margin by project — materials, labor, subs, overhead — before the job is even closed.
AI controller
Ask “which vendors are eating margin?” or “what should I fix before close?” Answers grounded in live QBO data.
GAAP reports
P&L, balance sheet, cash flow, WIP, and vendor spend — exportable as branded PDF and Excel.
CPA-ready close
One-click year-end package: trial balance, GL detail, 1099 support, reconciliation status. Stop paying cleanup rates.
Auto-categorization
Vendor rules, cost-code patterns, and AI suggestions code 80%+ of transactions. You approve the rest.
Multi-entity
Multiple LLCs, one owner view. Entity-level books stay clean. Consolidated reporting when you need it.
QuickBooks stays your source of truthOAuth-secured connectionRole-based accessFull audit trailGAAP-compliant exportsPowered by Claude