Latch is the AI CFO for contractors and home service businesses. It connects to the tools you already run, learns your business, and runs your financial back office for you, watching cash, catching mistakes, chasing what you're owed, and flagging problems before they hit. You stay in command, it does the work.

Who is Latch built for?

Contractors and home service businesses from roughly $1M to $15M in revenue. General contractors, remodelers, specialty trades, and recurring home service companies. Owner-operators are welcome, you don't need a finance team to use Latch.

Do I need to switch from QuickBooks?

No. QuickBooks stays your book of record. Latch connects directly, reads from it, and runs on top. It never overwrites your ledger. Your books stay exactly as they are, Latch adds the CFO that works on them.

Is Latch software or a service?

Latch is software, the AI CFO you hire to run your finances. It's not a staffing firm, a bookkeeping service, or a fractional controller. The agents do the work and you approve, so you get the output of a finance function without the headcount.

How long does it take to get started?

About 30 minutes. Connect your stack, QuickBooks, bank, billing inbox, and the tools you already run, read-only to start. No data migration, no rip-and-replace. Within minutes your numbers are unified and reconciled, and Latch gets to work.

Yes. Read-only access to your accounting and bank data, Latch never writes to your books or moves money. Logins are never stored, credentials never touch the model, and your data never trains it. Every sensitive action waits for your sign-off, and every action is recorded in a full audit log.

How is Latch different from QuickBooks or a bookkeeper?

QuickBooks stores your data. A bookkeeper records it. Neither one tells you what to do with it. Latch runs your financial back office continuously, catches what slips through, chases what you're owed, and answers any question in plain English. It doesn't just keep the records, it tells you what to do next.

Not software.
Your new CFO.

Latch watches your cash, catches mistakes, chases what you’re owed, and flags problems before they hit. Up and running in 30 minutes so you can finally understand your numbers.

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Why Latch

A CFO who knows your business.

Most contractors run blind - they only find out about a money problem when it’s already a crisis. Latch is the CFO who never looks away: it connects to the tools you already use, learns your business, and keeps watch around the clock. You stay in charge. It handles the rest.

Everything in one place.

Your books, your bank, your jobs, your payroll - Latch pulls them all into one clear picture that’s always current. No more logging into five systems to figure out where you stand. One source of truth for the whole business.

Nothing slips through.

Latch watches every dollar as it moves - a double payment, a miscoded job, a vendor who quietly raised their rate. It catches the mistakes you’d normally find at tax time, while they’re still cheap to fix. Nothing lost. Nothing found too late.

It does the work for you.

Latch doesn’t just tell you what’s wrong - it handles it. Chasing what you’re owed, flagging what you owe, building your reports, forecasting your cash. You approve what matters; it runs the rest, around the clock.

What it actually does.

Connect the tools you already run - QuickBooks, your bank, your field software. Latch does the rest, around the clock, without adding a single hire.

Ask anything. Get a real answer.

Text Latch like you’d text a CFO - except it answers in seconds, any hour, from your real books. Cash, job costs, what’s owed, what you owe. Not a report to dig through. The answer, and the move to make.

Catches what slips through.

A double payment, a miscoded job, a vendor who quietly raised their rate. Latch finds it, traces it to the source, and tells you what it’s costing you - before it ever hits a report or your taxes.

Sees around the corner.

Where you’ll run tight, which jobs are losing money, where you land if nothing changes. Latch reads the trend and tells you while there’s still time to do something about it.

Acts - once you approve.

Every read ends with a recommendation, and nothing moves without your say-so. Hold a payment, chase an overdue invoice, re-bid with a cushion - Latch lines up the move and runs it the second you approve.

"Without Latch, we'd never be able to scale the way we have. It's been night and day"

Aze Woodard

CEO, Ace Concrete Construction

The numbers, settled.

Margin, down to the job.

Every job ranked by where it actually stands - what you’ve spent against what you charged. See which work is carrying the company and which is quietly losing money, before it shows up too late.

Where it all goes.

Spend by vendor, category, and month, with anything creeping the wrong way flagged the moment it moves. The detail that turns “we’re over budget” into the exact line and the exact dollars.

Built on how you actually work.

Job costing, change orders, materials, labor, subs - tracked the way the trades really run, and updated the second something changes. Not generic accounting bolted onto your business.

One crew or fifty.

Every job, location, and entity rolled into one view. See which carry the company and which hide losses inside the blended number everyone else only sees averaged.

One model. Every source.

Your business runs across a dozen systems that were never built to talk to each other - accounting, bank, CRM, payroll, field software, spreadsheets. Latch reads them all, cross-checks every number, and ties them into one picture - so the numbers you’re looking at are already right before they reach you.