Bobyard helps you win the bid. Latch tells you if it was worth winning.

You're already bidding faster with Bobyard. Now find out if those jobs are making you money. Latch connects to your QuickBooks, bank, CRM and spend management tools — and gives you real-time cash flow, job margins, AP/AR intelligence, and CFO-level clarity. Without hiring a full-time CFO.
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Always watching. Never sleeping.
Latch monitors every account, every transaction, and every invoice — automatically, around the clock.
Answers before you have to ask.
Proactive alerts, weekly briefings, and real-time insights — delivered before problems become expensive.
Ask anything. Know instantly.
Text Latch like you'd text your CFO. Real answers from your real numbers, in seconds.

Your financial questions. Answered instantly.

Stop waiting on your bookkeeper. Stop digging through QuickBooks. Text Latch any financial question and get an answer pulled from your live data in seconds — cash position, job margins, AR aging, payroll runway, scenario modeling. Ask about one job or the whole business. Latch knows both.

Know what to pay. Know when. Never be short.

Latch builds your AP priority list automatically — what's due, what's coming, and what to hold based on your live cash position. Every vendor invoice scanned, extracted, and matched to QuickBooks. Duplicates caught. Price increases flagged. Unrecognized charges surfaced before they clear your account.

Never let a dollar slip through the cracks.

Latch tracks every open receivable, ranks them by risk and days overdue, and tells you exactly who to call and why. Whether you're managing five invoices or five hundred — nothing ages out unnoticed. The money was always yours. Now you'll actually collect it.

See what's coming before it arrives.

Latch builds a rolling 13-week cash forecast from your live AP, AR, and revenue data — updated continuously. Low cash weeks get flagged before they hit. Payroll stops being a question mark. Growth decisions get made with data, not instinct. Model scenarios — delayed payments, new hires, price changes — and see the impact before you commit.

Find the waste. Before it compounds.

Every week, Latch scans your spending for duplicate payments, forgotten subscriptions, vendor price creep, unrecognized charges, and fraud indicators. Most contractors find thousands in recoverable spend in the first scan alone. You don't have to look for it. Latch finds it and tells you.

What changes when you stop flying blind.

From zero visibility to full financial clarity — in under a week.
Today
Day 7
Day 30
Today
Get connected.
Link QuickBooks in five minutes
Connect your bank and CRM
Your entire financial picture pulls in automatically
Day 7
See what's been hiding.
Know which jobs are making money
See exactly where cash gets tight before it hits.
Get your first Monday Pulse — cash, AR, AP, job flags, all in one text
Day 30
Operate like you have a CFO.
Know your margins before you bid the next job
Model scenarios — new truck, new crew, slow month
Stop guessing. Start making decisions with real numbers.
Try Latch free for 30 days

Everything Latch watches, tracks, and answers for you.

AP & AR Intelligence

Know what to pay, what to hold, and who owes you — ranked by priority, updated from your live cash position. Never get caught short. Never leave money uncollected.

13-Week Cash Forecast

Rolling weekly cash projection built from live AP, AR, and revenue. Low weeks flagged before they arrive. Stop worrying about payroll. Start planning with confidence.

Financial Scan & Spend Reports

Weekly watchdog for duplicates, fraud, price creep, and waste — plus spend trends by vendor and category. Most contractors find thousands in the first scan. You keep it.

Latch AI

Ask anything. Cash, margins, AR, AP, scenario planning — answered in plain English, 24/7, from your phone or app. Stop waiting on your accountant. Get answers before the decision can't wait.

Automated Delivery & Alerts

Your full financial picture delivered automatically. Real-time alerts for cash drops, aging invoices, and anomalies. Know before it becomes a problem. Act before it costs you.

Job P&L & Overhead Intelligence

Know which jobs and service lines are profitable, where overhead is growing, and exactly what your break-even is. Stop bidding blind. Start winning the right work.

Three steps to financial clarity.

1

Connect Your Stack

Link QB, your bank accounts, and your CRM. Latch reads everything simultaneously — no manual entry, no CSV exports, no setup calls.
2

Latch Gets to Work

From day one, Latch starts monitoring your cash, AP, AR, spending, and job margins. Insights surface automatically. Alerts fire in real time.
3

You Stay in Control

Ask questions anytime by text or in-app. Get proactive alerts when something needs attention. Review your full financial picture whenever you want — or let Latch push it to you automatically.
Transform

Your AI CFO is waiting

Connect your accounts and see your real financial picture in minutes. No demo call. No sales pitch. Just your numbers.
Try Latch free for 30 days
Streamelined Integrations

We plug into...

Your questions answered

Everything you want to know before getting started.
What is Latch?
What is bookkeeping for contractors and how is Latch different?
What is job costing AI for contractors?
How does Latch work?
How much does contractor bookkeeping cost?
Do I need clean books to use Latch?
What contractors is Latch built for?

Sign up for Control plan – get tax filing free. Limited spots

For a limited time, sign up for our control plan and get a free total financial diagnostic + your taxes filed on us.See how Latch helps contractors stop guessing & start knowing their numbers. Get real job profitability, accurate WIP, and bank-ready financials in 30 days or less.
Limited to 10 spots, offer ends April 15th

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