Built on insight
Your AI CFO that actually tells you what to do every Monday.
Connect QuickBooks and get a clear, educational action plan for your home-services business—focused on cash, margin, and what deserves attention first.
Actionable operating insight—not bookkeeping, tax, or legal advice.
This week's priority
Focus on 3 actions that will move the needle.
01Collect $8,420 in invoices due this week.
02Review the labor overage on two jobs.
03Raise three underpriced service packages.
Cash position
$128,540
↑ 8.3% vs last month
Profit margin
23.6%
↑ 2.1 pts vs last month
Monday
A calm operating plan delivered before the week gets away from you.
QuickBooks
Grounded in the records your team already maintains.
Owner-led
Built for service businesses where every decision has weight.
Clarity over complexity
A financial rhythm your business can actually use.
My Business translates the signals in your books into a focused plan. No noisy dashboards. No finance degree required.
Bring your QuickBooks data into one calm weekly conversation.
We organize the trends worth seeing so you can spend less time searching for answers.
REVENUE SIGNAL
+12.4%
Service revenue is up—but labor costs are outpacing it on two job types.
02 · PRIORITIZE
See the one to three actions with the clearest business impact.
03 · DECIDE
Ask follow-ups in plain language when the moment calls for more context.
Your money, in motion
Cash horizon
7 weeks
Enough visibility to plan before a squeeze.
Gross margin
23.6%
Up 2.1 points from last month.
Receivables to call
$8,420
Five invoices deserve attention first.
Designed for decisive owners
Know what changed. Understand why. Move with confidence.
Your plan makes financial patterns easier to spot and turns them into next actions tailored to how a home-services business operates.
Get your first planSimple plans
Choose the cadence that fits.
Start with the weekly essentials, then add deeper planning when the business is ready.
Insight
$49/mo
A focused Monday financial pulse for owner-led home-services businesses.
- One QuickBooks connection
- Weekly AI CFO report
- Cash-flow forecast
- Profit leak alerts
- Ask My CFO chat
Operator
$99/mo
A planning layer for teams that are ready to make sharper operating decisions.
- Everything in Insight
- Budget builder
- Pricing recommendations
- Payroll trend analysis
- Quarterly planning prompts
Questions, answered