.png)
Meet Latch, your AI Controller.
Latch plugs into your books, bank, ERP and more, then handles reporting, consolidation, and FP&A — so your team focuses on strategy.
Latch Finance OS
Not software. Leverage.
Latch automates the reporting, consolidation, and FP&A work that used to take your controller 80 hours a month — now fully done by AI agents.
Your stack, connected
Your finance data lives across multiple QuickBooks files, your ERP, every entity's bank and CRM, your payroll, your spend tools, your inbox, and a dozen spreadsheets in between. None of them talk. Latch reads from all of them — continuously, across every entity — and rolls it up into consolidated reporting, real-time portfolio cash, and the answers your team can act on.
.svg)
Done. While you sleep.
Connect your books, banks, ERP, CRM, payroll, and spend tools. Tell Latch what your CFO, board, and lender want to see. Latch handles the rest — continuously, around the clock, across one entity, one location, or two-hundred.
.png)
Watches the numbers. Surfaces what matters.
Cash position, working capital, AP, AR, margins, WIP, covenant headroom — Latch monitors them continuously and flags what's changing. Your team can text any question, anytime — like having a controller on call 24/7.
.svg)
Catches what your team misses. Quantifies the impact.
A misposted journal entry. A duplicate payment that cleared twice. A vendor quietly raising rates 8%. A reconciliation gap. Latch catches it, traces it, and tells your controller the dollar impact — before it hits the board package.
.png)
Projects what's next, beforehand.
Working capital tight by week 9. Bonding capacity drops 18% next quarter at current WIP. Vendor creep is costing 6% on direct costs. DSCR trending toward your covenant floor. Real implications — modeled against live numbers.
.png)
Recommends the move. Times the action.
Reallocate $400K before Friday's payroll. Consolidate the Ferguson contract — saves $42K/year. Hold the Patel payment until the wire clears. Latch ends every insight with a recommendation — like a real controller would.
"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 reports your board, lender, and PE sponsor ask for.
.svg)
Board-ready financials. Automatically
Consolidated P&L, balance sheet, cash flow, and EBITDA bridge — month over month. Variance analysis with AI commentary on what moved and why. Adjusted EBITDA with a running add-back schedule, so QoE prep is continuous, not a six-week scramble. Auto-generated and branded, ready to send.
.svg)
PE and banking-ready, on demand.
Adjusted EBITDA, DSCR, DSO/DPO trending, working capital analysis, covenant monitoring, bonding capacity, trailing twelve-month performance. Every metric your sponsor and your lender want — ready before they ask.
Job, branch, and service-line profitability.
Every active job ranked by margin. Bid-to-actual on every line item. WIP showing what's billed, what's not, and what's at risk. Profit by rep, by service line, by branch — down to the dollar. Most operators guess. Latch tells.
.svg)
One entity or fifty.
Latch rolls it all up.Body: Entity-level P&Ls plus a consolidated portfolio view. Intercompany eliminations handled. Location ranking by margin and growth. Inter-entity benchmarking. Cash pooling visibility across every legal entity. From single-entity operators to PE-backed platforms — Latch sees it all.
Your first 30 days with your new AI Controller.
Today
Day 7
Day 30
Today
Get connected.
White-glove implementation across your stack
QuickBooks, ERP, banks, CRM, payroll, spend tools
Multi-entity setup, chart of accounts mapping, custom integrations
Day 7
See what's hidden.
Where working capital is actually leaking
Which entities are pulling weight, which are hiding losses
The exceptions your team missed last quarter
Day 30
Run a tighter finance function.
Board pack auto-built, branded, on schedule
Month-end close cycle cut by 30-50%
Daily CFO briefing replacing the Monday scramble
Built for the finance teams behind every trade.
Roofing
Track margin per square, catch creep, and rank crew profitability across locations.
HVAC
Real margin on every install, service call, and maintenance plan — system-wide.
Landscaping
Profit by crew, by division, by route, by service line — across every location.
Concrete
Cost per pour, per sub, per job. WIP consolidated for bonding and surety.
Enterprise
Multi-location, franchise, PE-backed and more. One unified system, one view.
Book a demo
.png)
Every trade. Every entity. One source of truth. Book a demo with our team.
Ask AI about us.
Pick your favorite AI and ask what it thinks about Latch. No filter, no spin.
Ask Perplexity
Ask ChatGPT
Ask Claude
Your questions answered
Everything you want to know before getting started.
What is Latch?
Who is Latch Enterprise built for?
Does Latch replace our existing finance team?
Can Latch integrate with our ERP?
How does Latch handle multi-entity and intercompany?
How long does implementation take?
How is Latch different from DataRails, Jirav, or other FP&A tools?
