Know what every job is really worth
CFO-Bot is the AI operating system for contractors. Price the job, plan the crew, route the day, send the invoice, take the payment — and watch your P&L move in real time.
No credit card required · Cancel anytime
3 overdue invoices — $8,450 outstanding
- Acme Corp — #1023, $3,200, 45 days late
- Jane's Bakery — #1031, $850, 12 days late
- Summit LLC — #1044, $4,400, 7 days late
Send a follow-up to Acme Corp?
Works with
How it works
From question to action in seconds
CFO-Bot connects to your tools and turns natural language into real actions — with a confirmation step before anything outbound happens.
Ask in plain English
Finance, scheduling, or automation — one chat, any question. No menus, no report builders.
“What's my AR aging summary?”
Double Duty pulls live data
Queries QuickBooks, Jobber, and Google Maps in real time, then scores options before answering.
“Book a job for Tuesday near 94110”
Review, approve, and act
Invoices preview before sending. Follow-ups preview before firing. Nothing leaves without your approval.
“Start follow-ups for invoices 14+ days overdue”
Features
Everything you need to run books + bookings
A conversational interface over QuickBooks, Jobber, Gmail, and Google Maps.
Ask Your Financials
Revenue, AR aging, expenses — ask in plain English and get a live answer from QuickBooks in seconds.
Draft Invoices & Estimates
Create drafts, preview the PDF, edit line items, and send only after explicit confirmation.
AR Aging Alerts
See who owes what and for how long. Aging buckets surface at-risk accounts before they become uncollectible.
Smart Booking
AI scheduling that factors in technician locations, drive time, and schedule gaps for the most route-efficient slot.
Follow-Up Automation
Rule-based reminders nudge overdue customers automatically. Per-customer exclusions keep you in full control.
Jobs & Quotes Sync
Connect Jobber to pull jobs, quotes, and technician schedules straight into Smart Booking.
Get started
Talk to your books.
14-day free trial. No card. Connect QuickBooks in two clicks and ask CFO-Bot anything.
- Unlimited chat queries
- QuickBooks Online integration
- Invoice & estimate drafting
- AR aging & overdue alerts
- Follow-up automation
- Smart Booking with Maps
Bank-grade encryption · No financial data stored