Franchises, Multi-location & Portfolio

One system. Every location. Total visibility.

Latch gives franchisors, PE-backed operators, and multi-location owners a single source of truth across every entity — cash, AP, AR, job margins, and financial reporting consolidated in real time. Know what's happening at every unit. Catch problems before they compound. Make growth and M&A decisions with actual data, not stitched-together spreadsheets.
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"Latch gave our businesses consistent financials across every location. "

"The visibility we have now across our system is night and day."‍
Sarah Cadwell
COO, Monster Trees

Built for multi- location complexity.

Running a portfolio means your financial picture lives in a dozen QuickBooks files, a CRM per location, and a controller who's six weeks behind. Latch connects every entity, standardizes the data, and runs continuous intelligence across the whole network. Entity-level detail when you need it. Consolidated roll-ups the second you ask.
Cross Portfolio Latch AI

Ask anything across every entity at once. "Which of our 12 locations has the worst COGS trend?""What's consolidated cash right now?""Model portfolio EBITDA if we raise prices 8% in our top 5 units." Answered in seconds from live data across the entire network.

Consolidated and Entity-Level Reporting

P&L, balance sheet, cash flow, AR/AP aging — by location and rolled up. Bank-ready. Board-ready. Bonding-ready. EBITDA bridges, DSCR, DSO/DPO, working capital, covenant monitoring — generated on demand.

Portfolio Cash & Risk Intelligence

Total cash across every entity in real time. AR exposure by customer across the portfolio. Revenue concentration risk flagged automatically. Underperforming locations surfaced weekly — before they drag the whole network down.

Formal WIP Schedule

Percentage of completion, ASC 606 revenue recognition, bonding and surety-ready. A bankable document, not a dashboard widget.

What our users say

Reviews from contractors who chose latch
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
What's included:

AI financial intelligence across every location

Consolidated + entity-level financial reporting

Formal WIP schedule (bonding & surety-grade)

Certified payroll and prevailing wage tracking

Dedicated account manager and custom SLA

Marketing and sales KPIs by location and channel

Capacity planning and geographic expansion modeling

Configurable report library — opt in/out per report, per entity, per frequency

Enterprise-grade finance. Predictable enterprise pricing.

Connect with our team

Ready to see the full picture?

One platform. Every location. Real-time intelligence, cash forecasting, clean books, and the visibility to make real decisions across your entire franchise system.
Schedule a demo