in accounting SaaS + bookkeeping help
Annual replacement at parity if you bought the equivalent tools and services separately. Custom-building this one feature alone would land in our Large build band ($60k–$150k). Source ladder + per-line citations on methodology .
Concretely, what you get
- Invoice + payment ledger.
- Job-cost rollup (materials + labor + overhead per job).
- True-margin per job, per crew, per neighborhood.
- Stripe payment method on file.
- Append-only credit ledger — every charge reconciles to zero drift nightly.
- Sync to QuickBooks / Xero where you use one.
The shelf-of-tools this one offering removes
Categories, not brand names — pricing benchmarks observed from public pricing pages, agency proposals, and freelance rates current to the year. Every range is backed by a line-by-line worksheet you can audit once your trial is live.
| What you'd otherwise buy | Type | Typical price |
|---|---|---|
| A name-brand small-business accounting SaaS | SaaS | $90–$235/mo |
| A roofing-CRM accounting module | SaaS | $100–$400/mo |
| A bookkeeper handling job costing | Specialist | $300–$1,500/mo |
What you'd pay elsewhere vs. what this costs you here
Vendor ranges observed from public pricing pages and agency proposals, current to the year. Full source worksheet shared with you once your trial is live.
What it adds to your business in dollars
Knowing the true margin per neighborhood ends the practice of working a roof that loses money to chase a deposit. Roofers who put the rollup in front of estimators tend to drop their lowest-margin work and lift average margin 8–15% within two quarters.
Three or four moves. Then you walk away.
You: Connect your bank + payment processor.
System: Invoices, payments, and job costs all reconcile in the portal.
You: Open the margin view.
System: See which neighborhoods + crews + services actually make you money.
The outcomes this feature feeds into
Before you ask
Does this replace QuickBooks?
It can, or it can sync to your existing QuickBooks/Xero. Most roofers keep their books in QuickBooks and use ours as the job-cost layer on top.
How does the credit ledger handle refunds?
Refunds are an append-only entry on the ledger, never a delete. Every balance is recomputed from the sum of deltas — nightly reconciliation catches drift to the penny.
Can I see margin by crew?
Yes — and by neighborhood, by service type, by season, by material. The Composable Dashboards make these one-question queries.
What about payroll?
Payroll integrations land in V2 (Gusto, Justworks, ADP). For now we surface labor cost per job using the rates you set per crew member — the data is there, payroll runs through your existing provider.
Does this handle multi-entity / multi-LLC roofers?
Yes — each entity is its own organization with its own books, its own credit ledger, its own audit log. The owner sees a roll-up across entities they’re owner of.
Tour the books that show your true margin on every roof.
Then price like you mean it.
No credit card. No strings. We stand the whole platform up on a subdomain alongside your existing site so you can compare the numbers directly — leads, bookings, ticket size. The Standard guarantee covers cancellation between day 90 and day 180 at full refund.