Is there a free trial?

Yes. Every Pro plan comes with a 14-day free trial. Credit card required to start, cancel anytime. If Latch doesn't pay for itself in your first month, we'll give you two more months free.

What's the difference between Pro and Enterprise?

Pro is built for $10M-$30M owner-operators who don't have a CFO on staff — Latch acts as their AI CFO. It's self-serve, $499/month, full product with no feature gating, 3 seats, 5 locations, 52 reports, all integrations. Enterprise is built for in-house finance teams at $30M+ companies, including PE-backed and multi-entity operators — Latch acts as their AI Controller and FP&A backbone. Enterprise is custom-quoted starting at $1,000/month, includes multi-entity consolidation, custom ERP integrations, PE and banking-ready reporting, WIP for bonding, certified payroll, M&A analysis, Excel and Google Sheets agents, custom reports, unlimited everything, and a dedicated account manager.

Does Latch do my bookkeeping?

No. Keep your bookkeeper. Latch makes them 3x better by catching every mistake, automating every report, and giving you a controller on top to make sure nothing falls through the cracks. Latch is the intelligence layer on top of clean books — not a bookkeeping service. We refer trusted bookkeeping partners if you need one.

Does Latch replace our existing finance team?

No. Latch is the leverage your finance team has been asking for. Your controller still owns the books. Latch automates the 80 hours a month they spend on reporting, consolidation, and FP&A grunt work — so they focus on strategy, judgment, and the conversations that move the business.

Can Latch integrate with our ERP?

Yes. Pro integrates with QuickBooks Online, Plaid, CRMs, payroll, spend management, and billing email out of the box. Enterprise includes custom integrations beyond that — NetSuite, Sage Intacct, Acumatica, custom-built ERPs, and proprietary BI environments.

How does Latch handle multi-entity and intercompany?

Enterprise handles intercompany eliminations automatically. Entity-level P&Ls roll up to a consolidated portfolio view. Cash pooling visibility, inter-entity benchmarking, and location ranking are all built in — for franchise groups, PE-backed platforms, and multi-subsidiary operators.

Are there any setup fees?

No setup fees on Pro — Pro is self-serve and connects in 5 minutes. Enterprise includes white-glove implementation handled by a dedicated team over 2-4 weeks, including custom integrations, chart of accounts mapping, and custom report builds. Implementation fees vary based on complexity.

Can I cancel anytime?

Yes. Pro has no long-term contracts — cancel anytime. Enterprise is annual.

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. Enterprise also integrates with NetSuite, Sage Intacct, Acumatica, and custom-built ERPs.

Yes. Latch uses bank-level encryption, SOC 2 Type II controls, and read-only access to your accounting and bank data. We never write to your books or move money — we read your data, analyze it, and report back.

Latch - Pricing and Packages

Compare features

Every feature, side by side.

The Controller

Latch AIAsk anything 24/7, in-app or by text

The Latch OntologyJobs, change orders, commitments, vendors, invoices, entities — one model

Continuous reconciliationEvery number checked across every source

QuickBooks Online connectionNative, read-first — QBO stays your book of record

Bank & card connectionsPlaid, read-only

5 bank + 5 cards

+Unlimited

Human-in-the-loop approvalEvery sensitive action waits for your sign-off

Full audit logEvery action recorded and traceable

Financials & intelligence pages

Executive SummaryCash, revenue, margins, AR, AP at a glance

P&L SummaryAny period, with AI commentary

Balance SheetLive, any period, CPA-ready

Cash Flow SummaryOperating, investing, financing

Revenue MixBy service line, customer, period

AP IntelligenceBills due, pay priority, billing inbox sync

AR IntelligenceAging, collections priority, payment patterns

Financial ScanFraud, duplicates, vendor price creep, waste

Overhead & Break-EvenFixed cost analysis, break-even revenue

Cash Forecast13-week rolling, updated every week

Spend ReportsVendor spend, trends, anomalies

Job P&LReal-time profitability per job

Entities & LocationsMulti-entity switcher with consolidated views

Up to 5 locations

+Unlimited entities & locations

Statements & DocumentsEvery report auto-archived, downloadable anytime

Latch Close

Automated month-end closeThe close runs itself, days not weeks

Close reconciliationQBO, bank, and CRM tied out before sign-off

Close checklist & sign-offStatus tracked, exceptions surfaced, approval gated

Multi-entity close & consolidationIntercompany eliminations across entities

Latch Autopilot & agents

Autonomous task executionCarries work to completion, scheduled or triggered

Approve-before-executeNothing sensitive moves without your say-so

Change Order ClerkPrices change orders, updates the budget

AP ClerkBills triaged, pay priority, duplicate detection

Billings ClerkCompleted work billed, gaps flagged

Collections ClerkWho to chase, when, and why

Cash Forecaster13-week forward projection, AR/AP/pipeline modeled

WIP AnalystPercentage of completion, over/under billings

Compliance ClerkLien waivers, insurance, document tracking

Receipt Capture ClerkSnap a receipt by text, coded to the job

Latch AI capabilities

Live cash positionAvailable balance across all accounts, every time you ask

Payroll coverage checkCan we make payroll? Answered with bills factored in

Transaction searchFind any payment, vendor, or charge instantly

Burn rate & spending patterns90-day breakdown by category

P&L analysisAny period, vs prior month or year

Margin analysisGross margin, drivers, dollar impact

AR & collections priorityWho to call, who's breaking their payment pattern

AP pay priorityPay now vs hold, early-pay discount detection

Revenue anomaly detectionProactive alerts on revenue drops & patterns

Duplicate payment detectionSame vendor, same amount, within 14 days

Service line analysisWhich work types make the most money

Scenario modelingModel a hire, a truck, a new crew against cash

Multi-period COGS trend3 to 12-month margin direction with dollar impact

13-week cash forecastForward projection with AR/AP/pipeline modeled

CRM job & pipeline intelligenceActive jobs, backlog, weighted pipeline value

Billing gap detectionCompleted jobs without invoices flagged automatically

Budget vs actualLive tracking against your budget sheet

Bid-to-actual varianceEstimated vs actual by category, per job

Spend intelligenceTop vendors, price creep, category shifts

Marketing & sales KPIsCAC, cost per lead, rep performance

Job-level profitability detailPer-job margin, costs, completion tracking

PE & banking-ready intelligenceEBITDA, DSCR, DSO/DPO, QoE-style add-backs

WIP reportingBonding & surety formatted

Cross-entity portfolio intelligenceConsolidated reporting across multiple businesses

Alerts & monitoring

Daily BriefingCash, exceptions, and one action item each morning

Real-time exception alertsAnomalies, duplicates, and price creep flagged as they happen

3-channel deliverySMS, email, and Slack — independently toggled

Collections action listWeekly, prioritized by who to chase

Reports & delivery

Total report libraryAvailable reports you can turn on

56 reports

+Custom catalog

On-demand reportsGenerated instantly when you ask Latch

20 / month

Unlimited

Monday PulseWeekly snapshot — RCS + branded PDF, every Monday 9 AM

Monthly Report PackageP&L, balance sheet, cash flow, AR/AP, spend — first Monday

AI commentary on every reportDiagnostic narrative, not just numbers

Cash Position SummaryAll accounts, week-over-week change

AR Aging & AP Aging Reports

Financial Scan SummaryFraud, duplicate, anomaly findings

Working Capital & Overhead Analysis

Net Income BridgePlain-English waterfall of what changed

13-Week Cash Forecast Report

Job Budget Alert SummaryEvery active job vs budget, flagged

Multi-Period Margin Trend3 & 6-month trend, dollar impact per point

Budget vs Actual Report

Service Line & Location P&L

Job Profitability BoardEvery closed job ranked by margin

Vendor Spend & Price Creep Reports

Management SummaryCFO-level narrative every month

Adjusted EBITDA & QoE-style Reports

WIP Schedule & Bonding-Formatted Reports

Certified Payroll & Prevailing Wage Tracking

Customer Concentration & Risk Reports

Board-Ready Executive Summary

Integrations

QuickBooks OnlineNative OAuth — the source of truth for your books

Bank & CardsPlaid, read-only

Billing InboxGmail or Microsoft Outlook

Field Service CRMsJobber, ServiceTitan, Housecall Pro, FieldPulse, ServiceFusion, GoHighLevel

Roofing & Restoration CRMsAccuLynx, Roofr, JobNimbus, Leap, Proline, Hover

Construction CRMsBuildertrend, JobTread, Procore, CompanyCam, Xactimate, EagleView

Sales CRMsHubSpot, Salesforce, Zoho, MarketSharp

PayrollGusto, ADP, Paychex, Rippling, QuickBooks Payroll

Spend ManagementRamp, BILL, Coast Pay, Expensify

Budget SheetsGoogle Sheets or Excel — connect your own budget

ProductivityGoogle Drive, Docs, Slack, OneDrive, SharePoint

Seats, security & support

Included user seats

3 users

+8 users

Maximum user seats

Up to 5

+Up to 20

Custom user permissionsPage-by-page & report-by-report access control

Field roleReceipt capture via SMS, no app access

Multi-entitySeparate books, one consolidated picture

Data securityCredentials never touch the model; your data never trains it

Onboarding callLive setup with the Latch team

Priority support

Dedicated account manager

Custom SLA

Implementation teamWhite-glove onboarding to your stack

M&A & QoE supportDiligence-ready financials and add-back schedules

Book a demo

Hired latch after doing our own books for years and always knowing I could do better. They found $43K in unbilled work our first month and now I actually know which jobs make money.

Mark W.

HVAC Contractor

Was drowning in QuickBooks trying to run a 12-person crew. The team at latch took over everything and now I get monthly videos explaining my numbers in plain English. Total game changer.

Doug S.

Plumbing Biz Owner

Switched from our old bookkeeper who just entered receipts. Latch actually shows me which crews are profitable and caught payroll errors that were costing us $800 a month.

Tom A.

Electrical Contractor

Had no clue we were losing money on commercial jobs while residential carried everything. Latch cleaned up 3 years of mess and now we bid way smarter.

Aze W.

Concrete Contractor

Was skeptical about the cost but desperately needed job costing help. Latch set up proper tracking and helped us price a $400K job accurately - would've lost money under our old system.

Mike D.

General Contractor

Moveta has streamlined our financial operations and saved us countless hours every month. The analytics are incredibly detailed yet easy to understand. Highly recommended!

Samantha Jones

CFO at BrightPath

I never thought managing my personal finances could be this simple. Moveta's real-time insights have helped me budget better and save more each month

Michael Carter

Freelance Web Developer

Moveta has streamlined our workflows and improved efficiency. The interface is intuitive and effective. Highly recommended!

Anita Ramesh

Manager at GlobeSync

As a global business, tracking multiple currencies was always a hassle—until we found Moveta. Their platform is seamless, and the support team is phenomenal!

Jordyn Saris

CEO, Beta Technologies

The intuitive dashboards and powerful tools have transformed the way I approach my finances. Moveta truly delivers on its promise of simplicity and efficiency.

James Rodriguez

Founder of GreenHarves

Introducing Latch V2 — Your AI CFO.

Introducing Latch V2 — Your AI CFO.

Compare features

Every feature, side by side.

Your questions answered

What our users say