Get an expert bookkeeper and an AI CFO, starting at just $499 a month.
Your books done every month by a dedicated bookkeeper. Your numbers watched around the clock by Latch, the AI CFO that texts you what you need to know before it becomes a problem.
Free live demo. No obligation. Real numbers from your actual books.
You run jobs. Not spreadsheets.
Most owners at your size have someone entering transactions, but nobody watching the numbers. You find out about a problem when it is already a crisis.
You've got tens of thousands in receivables scattered across a dozen customers. Some are 90 days late. Nobody is following up. Money you earned is just sitting out there uncollected.
You don't know which bills to pay first, when to pay them, or how much cash you'll actually have next Friday. Every pay period is a guessing game.
Duplicate payments, forgotten subscriptions, miscategorized expenses, and missed reconciliations are costing you money every month — and making your CPA bill bigger.
Within 10 minutes of connecting Latch, you'll know:
How much. How long they've owed it. And Latch will follow up and collect it for you — automatically.
Duplicate payments, forgotten subscriptions, fraud charges, and overspending — found and flagged before they drain another dollar. Latch pays for itself from month one.
Not vanity metrics. Not guesses. The real numbers — what you'd actually have if every bill was paid and every dollar was accounted for.
A finance team for the price of one software subscription.
A real person who keeps your books clean every month, so your numbers are something you can trust.
Software that watches your QuickBooks, bank, and payroll 24/7 and tells you what matters — by text.
You already have the tools. None of them tell you anything.
QuickBooks stores your data. AI chatbots give advice. Latch gives you answers — from your actual numbers, right now.
Stores your data. Built for accountants. No cash flow forecasting, no job intelligence, no proactive alerts. Just reports sitting there waiting for you to find them.
Reads your QBO data, forecasts your next 13 weeks of cash, tracks every job margin, and texts you when something needs attention. All automatic.
Tells you how to analyze your finances. You still have to pull the reports and do the work yourself.
Already connected to your books. Text a question, get the real answer from your live data in seconds.
Brilliant at general advice. Zero access to your business. Every answer is generic because it doesn't know your numbers.
Built on your actual data. Knows your jobs, your vendors, your cash, your margins. Every answer is specific to your business.
Helps you pay bills. Doesn't tell you which jobs those bills belong to or what it does to your margins.
Tracks every vendor payment, flags duplicates and fraud, ties spend to jobs, and tells you exactly what to pay based on your live cash position.
Up and running in a week. Then it just runs.
Book your free diagnostic
30 minutes. We look at where your books stand and give you an exact monthly price.
Connect your systems
QuickBooks, your bank and payroll. About 30 minutes, once. You keep every tool you already use.
Get your Monday text
Your bookkeeper keeps the books clean. Latch texts you every Monday and any time something needs you.
What this usually costs.
| In-house controller or CFO | Fractional CFO service | | |
|---|---|---|---|
| Cost | $90K–$250K a year | $1,500–$5,000 a month | From $499 a month |
| Bookkeeping included | Separate hire | Usually separate | Yes |
| Watching your numbers | Business hours | Monthly meeting | 24/7, by text |
| AR collections | Manual | Manual | Automated |
$499 is for businesses whose books are already clean and up to date. Your exact price depends on your monthly transaction volume and number of accounts. You get it on the demo call, before you commit to anything.
[Real customer quote goes here. Add one once a customer agrees to be quoted.]
Questions owners ask
See where your money is going. In 30 minutes.
Answer a few quick questions to get started. We'll connect Latch to your QuickBooks on the call and show you exactly who owes you money, where you're bleeding cash, and whether your business is actually profitable.
Are you a home service or contracting business owner?
Select one.