Hey Mike! Here's your daily business snapshot:
Business SummaryCash
$84,200
Revenue
$47,850
Overdue
$18,200
Margin
41%
3 invoices are past 60 days. Want me to send collection emails to Thompson Residence, Oak Creek Office Park, and Riverside HOA?
Yes, send them at 2pm today
Got it! I've scheduled the three collection emails for 2pm today. Let me know if I can help with anything else.
iMessage
Stop losing money you already earned.
Field connects to your 
QuickBooks and watches every dollar. It catches invoices slipping through the cracks, chases payments before they go stale, and sends you a text the moment something needs your attention.
Built for the trades
Features
Everything you need to know about your numbers
Four features that work together to give you complete financial visibility, without you needing to open a spreadsheet.
AI drafted collection emails
AI drafts personalized collection emails based on how overdue each invoice is. Polite at 30 days, direct at 45, firm at 60. You approve and send with one click.
Receivables
5 invoices
Greenfield Apartments
#1251 · $8,600
60 days
Valley Property Mgmt
#1239 · $5,600
45 days
Davis Landscaping
#1263 · $4,200
30 days
Summit HVAC Services
#1270 · $3,100
Paid
Oakwood Realty
#1268 · $6,800
Paid
AI Drafted Collection Email
Subject:
Second Notice: Overdue Invoice #1251
Body:
Dear Greenfield Apartments,
This is a follow-up regarding Invoice #1251 for $8,600, originally due January 5th. The amount is now 60 days overdue. We kindly ask that you process this payment promptly to avoid any service interruptions…
Catch costly mistakes before they add up
Flags unusual charges, price creep, duplicate payments, new vendors, and subscription changes. Ranked by severity so you see the biggest risks first.
2 Anomalies Detected
Unusual charge
HVAC Supply Co, 3x normal amount
Price creep
Copper Fittings Inc, gradual increase
See 12 weeks into your cash future
Know exactly when cash gets tight before it happens. Factors in receivables, bills, payroll, and your seasonal patterns.
12 Week Cash Forecast
This week
Week 12
Cash healthy through all 12 weeks
Your Monday morning financial snapshot
Every Monday at 7am: a ranked-priority email with what matters most this week. Plain English, not accounting jargon. The single most important thing is always at the top.
Monday Briefing, 7:00 AM
3 invoices past 60 days totaling $12,400
Collection emails ready to review
Payroll $8,200 higher than forecast
Overtime from 3 emergency calls
Revenue up 12% week over week
Driven by 4 new commercial jobs
How it works
Up and running in 5 minutes
No implementation project. No training sessions. Connect, and start getting answers.
QuickBooks Online
Read-only access
Analyzing your data...
Connect your QuickBooks
Sign up and connect your QuickBooks Online account in under 2 minutes. We read your data and never modify your books.
We analyze everything
FieldCFO runs 24/7, analyzing every transaction, detecting anomalies, forecasting cash flow, and ranking your priorities.
AlertJust nowInvoice #1247 is 45 days overdue. Collection email drafted and ready to send.
You take action
Get your first briefing within 24 hours. Catch billing errors, send collection emails, and stay ahead of cash crunches from your phone.
One plan. Everything included.
No tiers, no per-user fees, no surprises. The full platform for less than a single hour of a fractional CFO's time.
Field
First month freeFirst month free · cancel anytime
No credit card required
What's included
Frequently asked questions
Everything you need to know about FieldCFO.
Under 5 minutes. You sign up, connect your QuickBooks Online account with one click, and we start analyzing immediately. Your first briefing arrives within 24 hours.
Never. FieldCFO has read-only access to your QuickBooks data. We analyze and report. We never create, edit, or delete anything in your books.
FieldCFO is built specifically for field service businesses: HVAC, plumbing, electrical, landscaping, roofing, pest control, and similar trades. We understand seasonal revenue, job costing, and equipment financing.
Your bookkeeper records transactions. Your accountant files taxes. FieldCFO watches your finances 24/7 and tells you what to do about it: which invoices to chase, which expenses look wrong, and when cash will get tight.
Many customers use FieldCFO alongside their CFO, or replace them entirely. At $500/month vs. $5,000–$10,000/month, FieldCFO delivers continuous monitoring and alerts that a human CFO reviewing monthly reports simply cannot match.
Absolutely. We use bank-grade encryption (AES-256) for data at rest and TLS 1.3 for data in transit. Your QuickBooks connection uses OAuth 2.0, so we never see or store your QuickBooks password.
Yes. No contracts, no cancellation fees. Your first month is free (no credit card required), and you can cancel anytime if it’s not right for you.
Stop guessing about your finances. Start knowing.
Connect your QuickBooks in 5 minutes. Get your first financial briefing within 24 hours. See exactly where your money is.
First month free · No credit card required · Cancel anytime