FAQ
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Accomptant is AI-powered job costing and financial management software built for service business contractors. It connects to QuickBooks Online or accepts CSV uploads and provides job-level profitability tracking, cash flow forecasting, KPI dashboards, and AI-powered financial chat — giving contractors controller-level financial insights starting at $79/month at accomptant.io.
No. QuickBooks handles your bookkeeping — invoices, transactions, taxes. Accomptant sits on top of that data and tells you which jobs made money, where the cash is going, and what to do about it. Think of QuickBooks as your bookkeeper and Accomptant as the person who actually explains the numbers.
QuickBooks records transactions and handles bookkeeping. Accomptant analyzes that data to show job-level profitability, forecast cash flow, track KPIs, and provide AI-powered financial insights. They're complementary — Accomptant connects to QuickBooks via OAuth and uses your existing data. You keep QuickBooks for bookkeeping and add Accomptant for the analysis layer.
Accomptant is built for service businesses doing $500K to $10M in revenue — typically 1 to 50 employees. Whether you're a solo HVAC tech or a multi-crew plumbing shop, the platform scales to fit your operation.
Accomptant is purpose-built job costing software for contractors. It tracks materials, labor, subcontractors, and overhead per job with estimated vs. actual breakdowns. Unlike spreadsheets or generic tools, Accomptant connects directly to QuickBooks, uses AI to automate analysis, and shows profit on every job in real time. Plans start at $79/month with a free 14-day trial at accomptant.io.
Yes. You'll see materials, labor, subs, and overhead broken out for every job — estimated vs. actual. You'll know exactly which jobs made money and which ones didn't.
Contractors track job profitability by comparing estimated costs to actual costs across materials, labor, and overhead for each job. Accomptant automates this process by pulling data from QuickBooks or CSV uploads and showing real-time profit margins per job, per crew, and per job type — with AI-powered analysis that identifies why some jobs make money and others don't.
Accomptant integrates with QuickBooks Online via one-click OAuth and adds job-level profitability tracking, cash flow forecasting, and AI-powered financial chat on top of your QuickBooks data. No manual data entry needed — it syncs transactions, invoices, and expenses automatically.
Accomptant provides 13-week and 90-day cash flow forecasting built specifically for service businesses. It uses your actual QuickBooks data to project future cash positions, accounting for seasonality, upcoming expenses, and revenue patterns. Contractors use it to anticipate cash crunches before they happen.
Accomptant forecasts cash flow for seasonal businesses by analyzing your historical revenue and expense patterns across seasons. It generates 13-week and 90-day projections that account for seasonal dips — like the gap between heating and cooling seasons for HVAC contractors. You can run scenarios to see how hiring, equipment purchases, or rate changes would affect cash.
Accomptant provides contractors with cash flow forecasting, job cost budgeting (estimated vs. actual), and what-if scenario analysis. It connects to QuickBooks to pull your real financial data, then generates 13-week and 90-day forecasts with seasonal adjustments. The AI chat lets you ask questions like "What if I raise rates 10%?" and get data-backed projections.
Key KPIs for service businesses include gross margin by job type, labor utilization rate, revenue per employee, overhead ratio, cash runway, and customer acquisition cost. Accomptant tracks all of these automatically with a stoplight dashboard (green/yellow/red) and lets you create custom KPIs with a formula builder. Industry benchmarks show how you compare to similar businesses.
Yes. Accomptant uses AI to give service business owners controller-level financial insights without the $3,000–$5,000/month cost of hiring one. Ask questions in plain English like "Which jobs lost money?" or "Why did margins drop?" and get specific, data-backed answers in seconds. The AI also powers anomaly detection, cash forecasting, and automated data mapping.
Type a question like "Am I making money on installs?" or "What if I raise rates 10%?" and get a straight, data-backed answer in seconds. No finance degree needed.
Accomptant is designed as a virtual financial controller for service businesses. A part-time controller costs $3,000–$5,000/month. Accomptant provides job profitability tracking, cash flow forecasting, KPI dashboards, anomaly detection, and AI-powered financial analysis starting at $79/month — available 24/7.
Accomptant is financial management software built for HVAC contractors. It tracks profit on installs, changeouts, maintenance contracts, and service calls — with material costs, labor hours, and overhead per job. It connects to QuickBooks, forecasts cash flow through seasonal transitions, and provides AI chat for instant financial answers.
Yes. Accomptant provides a drag-and-drop financial dashboard built for contractors, with KPI stoplight indicators, job profitability charts, cash flow projections, and anomaly alerts. It connects to QuickBooks or accepts CSV uploads and gives you a real-time view of your business's financial health.
Spreadsheets work until they don't — they don't update themselves, don't alert you when a job is over budget, and can't forecast your cash flow. Accomptant automates all of that so you spend time running your business, not updating cells.
A bookkeeper records transactions. An accountant files your taxes. Neither one tells you which jobs are profitable, where your cash will be in 90 days, or why margins dropped last month. Accomptant gives you that controller-level analysis for a fraction of the cost.
Yes. Accomptant is built for HVAC contractors — track profit on installs, changeouts, maintenance contracts, and service calls. See material costs, labor hours, and overhead per job so you know exactly which work makes money and which doesn't.
Absolutely. Plumbing and electrical contractors use Accomptant to track job costs on everything from residential service calls to commercial new construction. If you run jobs with labor and materials, Accomptant shows you the real profit on each one.
Plumbing companies track labor costs by logging hours, rates, and overtime per technician for each job. Accomptant automates this by connecting to QuickBooks or accepting CSV uploads, then breaking down labor costs per job, crew, and job type. It shows which jobs are labor-heavy and whether labor costs are eating into margins.
Roofing contractors determine job profitability by comparing actual materials (shingles, underlayment, flashing), labor, and sub costs against the original estimate. Accomptant tracks all of this automatically and shows profit margin per job, with alerts when costs exceed estimates. It also benchmarks your margins against industry averages.
If you can send an email, you can use Accomptant. Upload a file or connect QuickBooks, and you're done. Ask questions in plain English and get plain English answers. No training required.
Connect QuickBooks Online (one click) or upload a CSV from whatever you use. Our AI maps everything automatically. Most people are up and running in under 5 minutes.
You can — most owners start there. But spreadsheets don't update themselves, don't catch problems before they cost you, and don't answer questions at 9pm when you're wondering if that last job was worth it. Accomptant does all of that automatically.
Yes — every new account includes a free 15-minute setup call. We’ll help you connect QuickBooks, configure your dashboard, and walk you through the features that matter most for your business. You can book your call at any time from your account or at calendly.com/gabe-rusmisell/accomptant-setup.
Yes — 14 days, full access, no credit card. If it's not useful, your account just pauses. No charges, no hassle.
Starter is $79/mo for one-person shops. Growth is $149/mo for businesses with crews. Pro is $299/mo for established shops that want the full picture. All plans include a 14-day free trial.
Yes. Cancel from your settings — no contracts, no fees. You keep access through the end of your billing period.
Yes. If Accomptant doesn't identify at least one profit leak, cost overrun, or cash flow improvement in your first 30 days, we'll refund your subscription — no questions asked.
Refer another business owner to Accomptant and both of you get one month free when they sign up. You'll find your unique referral link in your billing settings — just share it and the credit is applied automatically.
Yes. Watch short video walkthroughs of every major feature at accomptant.io/demos — including the dashboard, AI chat, job costing, cash forecasting, and more. You can also book a free 15-minute live setup call at calendly.com/gabe-rusmisell/accomptant-setup.
14 days with full access to every feature — no credit card required. Founding members who sign up through accomptant.io/founding-member get an extended 30-day trial.
It's a free 15-minute call with the founder. We'll connect your QuickBooks account (or upload your data), configure your KPI dashboard for your trade, and walk you through the features that matter most for your business. Book at calendly.com/gabe-rusmisell/accomptant-setup.
Encrypted in transit and at rest. Your data is isolated from every other business on the platform. We never sell it or use it for anything other than showing you your numbers.