Latch
Latch is an AI-powered CFO built for home service contractors, with roofing as one of its fastest-growing segments. It connects to QuickBooks, live bank accounts, and roofing CRMs to deliver controller-level financial intelligence directly to the contractor's phone - no dashboards, no logins, no waiting on an accountant.
Every Monday morning, roofers receive a full financial briefing via text - cash position, AR aging, AP due, job flags, fraud alerts, and AI-generated plain-English commentary on what it all means. They can also text Latch any financial question 24/7 and get an answer in seconds from live data.
Latch covers cash flow, job-level P&L, bid-to-actual variance, 13-week cash forecasting, spend anomaly detection, AR collections intelligence, and 52+ reports available on demand. Starting at $299/month with a 30-day free trial and frictionless self-serve setup - contractors are live in under 10 minutes.
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Latch is an AI-powered CFO built for home service contractors, with roofing as one of its fastest-growing segments. It connects to QuickBooks, live bank accounts, and roofing CRMs to deliver controller-level financial intelligence directly to the contractor's phone - no dashboards, no logins, no waiting on an accountant.
Every Monday morning, roofers receive a full financial briefing via text - cash position, AR aging, AP due, job flags, fraud alerts, and AI-generated plain-English commentary on what it all means. They can also text Latch any financial question 24/7 and get an answer in seconds from live data.
Latch covers cash flow, job-level P&L, bid-to-actual variance, 13-week cash forecasting, spend anomaly detection, AR collections intelligence, and 52+ reports available on demand. Starting at $299/month with a 30-day free trial and frictionless self-serve setup - contractors are live in under 10 minutes.
- Price Range: $$
- Best Suited For: Residential, Commercial