Your new AI CFO. On call 24/7, 365.

Latch connects to your QuickBooks, bank, CRM, expense management tools and more — then runs your finances on autopilot. Cash flow, AP, AR, job margins, waste detection. Proactive insights delivered automatically to your inbox every Monday morning. Ask anything by text. Get answers from your real numbers in seconds. Get connected in five minutes.
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Ask anything. Know instantly.
Text Latch like you'd text your CFO. Cash, margins, AR, AP, payroll, job P&L — answered in seconds from your live numbers. No dashboards. No digging.
Always watching. Never sleeping.
Every transaction, every invoice, every dollar in or out — monitored 24/7 across QuickBooks, bank, billing inbox, and CRM. Nothing slips past.
Answers before you have to ask.
Monday Pulse every week. Real-time alerts when cash drops, invoices age, or spend gets weird. Problems surface before they get expensive.

Everything Latch watches, tracks, and answers for you.

Latch AI

Text or chat 24/7. Cash, margins, AR, AP, job costing, scenario modeling — answered in plain English from your live numbers. Stop waiting on your accountant.

AP & AR Intelligence

What to pay, what to hold, who owes you — ranked by priority, updated from your live cash. Never get caught short. Never leave money uncollected.

13-Week Cash Forecast

Rolling weekly projection built from live AP, AR, and revenue. Low weeks flagged early. Payroll stops being a guess. Plan with data.

Financial Scan & Spend Reports

Weekly watchdog for duplicates, fraud, price creep, and waste — plus vendor and category trends. Most contractors find thousands in the first scan.

Overhead & Margin Intelligence

Total overhead, break-even revenue, and multi-period margin trends — tracked across 3, 6, and 12 months. Wrong-direction trends flagged with root cause.

Monday Pulse & Real-Time Alerts

Full financial briefing every Monday 9 AM. Real-time alerts the moment cash drops, invoices age, or spend gets weird. Know before it costs you.

Ask anything. Get the real answer in seconds.

Cash position, job margins, AR aging, payroll runway, bid-to-actual variance — text Latch any financial question and get a plain-English answer pulled from your live data. Every answer follows the same chain: what happened, why it happened, what it means in dollars, what to do. No fabricated numbers. No vague hedging. If data's missing, Latch tells you exactly what to connect.

Know what to pay. Know who to chase. Never get caught short.

Latch builds your AP priority list from your live cash position — what's due, what's coming, what to hold. Vendor invoices hit your billing inbox, get scanned, extracted, and matched to QuickBooks automatically. On the AR side: every open receivable ranked by risk and days overdue, with a daily call list and customer payment-pattern alerts. The money was always yours. Now you'll actually collect it.

Find the waste. Before it compounds.

Every week, Latch scans your spending for duplicate payments, forgotten subscriptions, vendor price creep, personal charges on company cards, unrecognized vendors, and fraud indicators. Most contractors find $4K–$12K in recoverable spend in the first 60 days alone. You don't have to look for it. Latch finds it and hands you the list.

See cash gaps. Months before they hit.

Latch builds a rolling 13-week cash forecast from your live AP, AR, and revenue data — updated every Sunday and on demand. Low cash weeks flagged early. Payroll stops being a question mark. And when you're making a decision — adding a crew, taking a $400K job, raising prices — model it against your real numbers and see the week-by-week cash impact before you commit.

Three steps to financial clarity.

1

Connect Your Stack

Link QB, your bank accounts, your CRM & more. Latch reads everything simultaneously — no manual entry, no CSV exports, no setup calls.
2

Latch Gets to Work

From day one, Latch starts monitoring your cash, AP, AR, spending, and job margins. Insights surface automatically. Alerts fire in real time.
3

You Stay in Control

Ask questions anytime by text or in-app. Get proactive alerts when something needs attention. Review your full financial picture whenever you want — or let Latch push it to you automatically.
Transform

Transform your finances

Connect your accounts and see your real financial picture in minutes. No demo call needed. No sales pitch. Just your numbers.
Get started for free

Built to plug into the stack you already use.

Your questions answered

Everything you want to know before getting started.
What is Latch?
Who is Latch built for?
Do I need to switch from QuickBooks?
Is Latch software or a service?
How long does setup take?
What if Latch doesn't work for my business?
How is Latch different from QuickBooks or a bookkeeper?

Sign up for Control plan – get tax filing free. Limited spots

For a limited time, sign up for our control plan and get a free total financial diagnostic + your taxes filed on us.See how Latch helps contractors stop guessing & start knowing their numbers. Get real job profitability, accurate WIP, and bank-ready financials in 30 days or less.
Limited to 10 spots, offer ends April 15th

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