Financial clarity for contractors and home service businesses
Most contractors know their revenue. Very few know their real profit. Latch connects to your QuickBooks, bank, and field software, then gives you the clarity to finally see which jobs make money, where your cash is going, and what’s coming before it hits. Stop running your business off the 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 CFO for home service and construction businesses. It connects to the tools you already use, like QuickBooks, your bank, and your field software, then runs your finances for you. It watches cash, catches mistakes, chases what you’re owed, and tells you where you stand in plain English. All the work of a CFO, without the six-figure hire.
Who is Latch built for?
Home service and construction businesses from about $1M to $15M in revenue. Contractors, remodelers, HVAC, plumbing, electrical, roofing, pest, lawn, pool, and more. Whether you’ve got an office manager keeping the books or you’re doing it yourself at the kitchen table, Latch gives you the finance team you can’t afford to hire yet.
Do I need to switch from QuickBooks?
- No. QuickBooks stays your books. Latch connects to it, reads from it, and works on top of it. It never changes or overwrites anything. You keep QuickBooks exactly as it is, and Latch turns it into answers you can actually use.
Is Latch software or a service?
Software. You connect your accounts and Latch goes to work. No bookkeeper to hire, no consultant, no monthly service retainer. It’s an AI CFO built for the trades, not a general chatbot and not a staffing company. You stay in control, and it does the work.
How long does it take to go live?
About 10-30 minutes. Connect QuickBooks, your bank, and your field software, and Latch starts working the same day. No migration, no data cleanup, no long onboarding. Most owners get their first real answers within the first day.
How is the data kept secure?
Latch connects through secure, read-only links, your login details are never stored or shared, and your data is never used to train anyone’s models. Latch only takes an action when you approve it, and every action is logged, so you always have a record.
How is Latch different from QuickBooks or a controller?
QuickBooks records what happened. A bookkeeper keeps it tidy. Neither one tells you what it means or what to do next. Latch does. It watches your numbers in real time, flags problems before they cost you, answers any money question by text, and tells you the move to make. It’s the CFO-level thinking most contractors never had access to.

