Financial Intelligence and reporting for contractors & service enterprises
Most contractors know their revenue. Very few know their real profit. Latch connects to your QuickBooks, bank, and CRM — and gives you the financial clarity to finally see which jobs are making money, where cash is going, and what's coming before it hits. Stop running your business off a bank balance. Start making decisions with real numbers.



















Industries we serve
Some of Our Integrations
Built to plug into the stack you already use.







Your questions answered
Everything you want to know before getting started.
What is Latch?
Latch is an AI-powered financial intelligence platform built exclusively for home service contractors. It connects to your QuickBooks, bank, CRM, and more — then monitors your finances continuously and delivers real-time insights automatically. Cash position, AP, AR, job margins, cash forecasting, waste detection, and more. Ask anything by text, 24/7, and get a real answer from your live data in seconds.
Who is Latch built for?
Latch is built exclusively for home service companies, contractors and service enterprises $5M to $250M in annual revenue. Built for established trades, multi-location operators, franchise groups, and PE-backed platforms.
Do I need to switch from QuickBooks?
- No. Latch connects directly to your existing QuickBooks Online account and reads your data in real time. It sits on top of QBO and makes it useful — you keep everything you already have.
Is Latch software or a service?
Both. Starter and Pro are pure AI software — no Latch humans involved. Pro+ adds a dedicated human fractional controller on top of your Pro account. Enterprise adds full-time AI controllers plus human controllers, with custom implementation.
How long does setup take?
Most contractors are connected and seeing real financial intelligence within 10 minutes. Link your QuickBooks, bank accounts, email, and CRM — Latch reads everything automatically from there. No manual entry. No setup calls required for Starter and Pro.
What if Latch doesn't work for my business?
Every Starter and Pro plan comes with a 14-day free trial. If Latch doesn't pay for itself in your first month, we'll give you two more months free. No long-term contracts.
How is Latch different from QuickBooks or a bookkeeper?
QuickBooks stores your data. A bookkeeper enters it. Neither tells you what to do with it. Latch turns your existing data into actionable intelligence — what to pay, who to collect from, where cash is tight, and what's coming before it hits. And when you need humans involved, our Controller and Tax services go further than any bookkeeper ever could.

