Now with AI CFO Insights
Financial clarity for contractors who build, not crunch numbers
Ironbooks is the AI-powered financial operating system that gives trades businesses real-time profit visibility, automated bookkeeping, and CFO-level insights — without the CFO price tag.
Built for Trades Businesses
Trusted by 7-Figure Contractors
AI-Powered Financial Intelligence
Bank-Level Security
Trusted by leading trades companies
ProPaint Co.
Summit HVAC
Apex Plumbing
Ironclad Electric
Coastal Roofing
Peak Builders
2,400+
Active Businesses
$1.2B
Revenue Tracked
99.9%
Uptime SLA
< 24hrs
Avg. Setup Time
Platform
Everything you need to understand your business
From automated bookkeeping to AI-powered insights, Ironbooks replaces spreadsheets, guesswork, and expensive consultants.
Real-Time Dashboard
See your entire financial picture in real time
No more waiting for monthly reports. Ironbooks gives you a live dashboard showing revenue, expenses, profit margins, and cash position — updated continuously as transactions flow in.
Connect your bank accounts, credit cards, and payment processors. We reconcile everything automatically so you always know exactly where your business stands.
Job Costing
Know exactly how profitable every job is
Track labor, materials, subcontractor costs, and overhead against every job. Ironbooks automatically allocates expenses so you can see true profitability at the job level.
Set budgets, track actuals in real time, and get alerts when jobs are trending over budget — before it's too late to course-correct.
Cash Flow Forecasting
Predict your cash position weeks in advance
Our AI analyzes your historical patterns, upcoming receivables, and scheduled expenses to project your cash flow 30, 60, and 90 days out.
Never get caught off guard by a cash crunch. Plan equipment purchases, hiring, and growth with confidence.
AI CFO Insights
Get CFO-level advice without the CFO salary
Ironbooks AI continuously analyzes your financial data and surfaces actionable insights — from profit optimization opportunities to tax planning reminders.
Think of it as a financial advisor that never sleeps, always watching your numbers and telling you what matters most right now.
Core Capabilities
A complete financial operating system
Six powerful modules working together to give you total financial clarity and control.
Bookkeeping Automation
Transactions are automatically imported, categorized, and reconciled. No more manual data entry or end-of-month scrambles.
Financial Reporting
P&L, balance sheet, cash flow statements, and custom reports — generated instantly, always up to date, always accurate.
Profit X-Ray Analysis
Drill into profitability by job, crew, service type, or location. Find hidden margin leaks and double down on what works.
Expense Categorization
AI-powered categorization learns your business patterns. Materials, labor, subs, overhead — all sorted automatically.
Payroll Visibility
See labor costs by employee, job, and time period. Understand your true cost of labor and optimize crew allocation.
Tax Prep Readiness
Stay tax-ready year-round with organized records, estimated tax calculations, and one-click exports for your CPA.
How It Works
From chaos to clarity in four steps
Getting started with Ironbooks takes less than a day. Here's how it works.
STEP 01
Connect Your Accounts
Link your bank accounts, credit cards, and payment processors in minutes. We support 12,000+ financial institutions.
STEP 02
We Clean & Categorize
Our AI automatically imports, categorizes, and reconciles your transactions. No manual data entry required.
STEP 03
AI Analyzes Performance
Advanced algorithms analyze your financial data to surface trends, anomalies, and opportunities you'd otherwise miss.
STEP 04
You Get CFO Insights
Receive clear, actionable financial intelligence — profit analysis, cash forecasts, and strategic recommendations.
Testimonials
Trusted by industry leaders
See how trades businesses are transforming their financial operations with Ironbooks.
★★★★★
"Ironbooks completely changed how we run our painting company. We went from guessing our margins to knowing exactly what every job costs us. Our profit increased 22% in the first quarter."
MR
Mike Rodriguez
Owner, ProPaint Solutions
$2.4M Annual Revenue
★★★★★
"Before Ironbooks, I was spending 10 hours a week on bookkeeping. Now it's automated. The AI insights caught a cash flow issue two weeks before it would have hit us. That alone was worth the investment."
SC
Sarah Chen
CFO, Summit HVAC Group
$8.1M Annual Revenue
★★★★★
"The job costing feature is incredible. We discovered that two of our service lines were actually losing money. We restructured pricing and added $180K to our bottom line in six months."
DT
David Thompson
President, Apex Plumbing
$5.6M Annual Revenue
Integrations
Connects with the tools you already use
Ironbooks integrates with your existing software stack. No rip-and-replace required.
Q
QuickBooks
Sync bidirectionally
X
Xero
Full integration
S
Stripe
Payment tracking
G
Gusto
Payroll data
P
Plaid
Bank connections
S
Square
POS integration
S
ServiceTitan
Job management
J
Jobber
Field service
Simple, transparent pricing
No hidden fees. No long-term contracts. Start free and upgrade as you grow.
Tier 1- IRON
Essentials Bookkeeping
$247 /mo
Billed Annually ($2,964 /yr)
Revenue Cap: $25,000 per Month.
$300,000 or less.
Designed as a subsidized, entry-level program for early-stage businesses.
Includes:
Cash-basis bookkeeping
Bank and credit card reconciliations
Payroll sync and financial categorization
Monthly financial reporting (Profit & Loss, Balance Sheet)
AI-generated monthly financial summaries with clear, digestible insights
App access (QuickBooks Online and IronBooks dashboards)
Weekly group coaching call focused on profitability strategies
Email support (responses within 2 business days)
One structured onboarding & first month-end review call (30 minutes)
Most Popular
Tier 2 - GOLD
Growth Bookkeeping
$497 /mo
Billed annually ($5,069 /yr)
Built for growing businesses that need stronger structure, accuracy, and responsiveness.
Includes:
Accrual-basis accounting
Everything in Tier 1, plus:
Receipt capture and document management
Enhanced categorization and month-end review
Priority email support (responses within 1 business day)
One structured onboarding & first month-end review call (60 minutes)
Weekly group coaching call (same structure as Tier 1, segmented by revenue level)
Clients attend one of two weekly calls:Businesses under $1M in annual revenue
Businesses over $1M in annual revenue
Tier 3- Platinum
CFO Advisory
$997 /mo
Billed annually ($10,169 /yr)
Designed for owners who want proactive financial leadership and strategic guidance.
Includes:
Everything in Tier 2, plus:
One (1) 60-minute CFO advisory session per month focused on:
Profitability optimization
Cash flow planning and forecasting
Strategic decision-making
Prioritized month-end close
Priority SMS support
Add-on services or custom projects will be scoped and billed separately.
14-day free trial on all plans. No credit card required. Cancel anytime.
Tier 1- IRON
Essentials Bookkeeping
$247 /mo
12-Month Commitment Required
Revenue Cap: $25,000 per Month.
$300,000 or less.
Designed as a subsidized, entry-level program for early-stage businesses.
Includes:
Cash-basis bookkeeping
Bank and credit card reconciliations
Payroll sync and financial categorization
Monthly financial reporting (Profit & Loss, Balance Sheet)
AI-generated monthly financial summaries with clear, digestible insights
App access (QuickBooks Online and IronBooks dashboards)
Weekly group coaching call focused on profitability strategies
Email support (responses within 2 business days)
One structured onboarding & first month-end review call (30 minutes)
Most Popular
Tier 2 - GOLD
Growth Bookkeeping
$497 /mo
12-Month Commitment Required
Built for growing businesses that need stronger structure, accuracy, and responsiveness.
Includes:
Accrual-basis accounting
Everything in Tier 1, plus:
Receipt capture and document management
Enhanced categorization and month-end review
Priority email support (responses within 1 business day)
One structured onboarding & first month-end review call (60 minutes)
Weekly group coaching call (same structure as Tier 1, segmented by revenue level)
Clients attend one of two weekly calls:Businesses under $1M in annual revenue
Businesses over $1M in annual revenue
Tier 3- Platinum
CFO Advisory
$997 /mo
12-Month Commitment Required
Designed for owners who want proactive financial leadership and strategic guidance.
Includes:
Everything in Tier 2, plus:
One (1) 60-minute CFO advisory session per month focused on:
Profitability optimization
Cash flow planning and forecasting
Strategic decision-making
Prioritized month-end close
Priority SMS support
Add-on services or custom projects will be scoped and billed separately.
14-day free trial on all plans. No credit card required. Cancel anytime.
FAQ
Frequently asked questions
Everything you need to know about Ironbooks.
Do you replace my bookkeeper?
Ironbooks automates the majority of bookkeeping tasks — transaction import, categorization, reconciliation, and reporting. Many of our customers eliminate the need for a dedicated bookkeeper entirely. However, if you prefer to keep your bookkeeper, Ironbooks makes their job significantly easier and more efficient
Do you work with QuickBooks?
Yes! Ironbooks integrates seamlessly with QuickBooks Online. We can sync data bidirectionally, so you can use Ironbooks for its advanced analytics and AI insights while keeping QuickBooks as your system of record if needed. We also support Xero and FreshBooks.
How accurate is the data?
Ironbooks uses bank-grade data connections through Plaid and MX to import transactions directly from your financial institutions. Our AI categorization engine achieves 95%+ accuracy out of the box, and it learns your specific patterns over time to get even more precise. All data is reconciled against your bank statements.
Can you handle multi-location companies?
Absolutely. Our CFO plan is built specifically for multi-location trades businesses. You can track financials by location, compare performance across sites, and get consolidated reporting. Each location can have its own dashboard while rolling up to a company-wide view.
How long does setup take?
Most businesses are up and running within 24 hours. Connecting your bank accounts takes minutes. Our AI then imports your historical data (typically 12-24 months) and categorizes everything automatically. For larger businesses with complex setups, our onboarding team provides hands-on support.
Is my financial data secure?
Security is our top priority. We use 256-bit AES encryption for data at rest, TLS 1.3 for data in transit, and SOC 2 Type II certified infrastructure. We never store your bank login credentials — all connections go through Plaid's bank-grade security layer. We also offer two-factor authentication and role-based access controls.
What kind of support do you offer?
All plans include email support with a 24-hour response time. Growth plans get priority support with 4-hour response times. CFO plans include a dedicated account manager, phone support, and quarterly strategy reviews. We also have an extensive knowledge base and video tutorial library.
Can I cancel anytime?
Yes, there are no long-term contracts. You can cancel your subscription at any time from your account settings. If you're on an annual plan, we'll prorate your refund for the remaining months. We also offer a 14-day free trial on all plans — no credit card required to start.
Still have questions?
Ready to finally understand your numbers?
Join 2,400+ trades businesses that use Ironbooks to make smarter financial decisions every day. Start your free trial — no credit card required.
14-day free trial. No credit card required. Setup in under 24 hours.
Stay ahead of your finances
Get weekly insights on financial management for trades businesses.
The AI-powered financial operating system built for trades businesses.
Platform
Financial Dashboard
Job Costing
Cash Flow Forecasting
AI CFO Insights
Bookkeeping Automation
Financial Reporting
Solutions
Painting Contractors
HVAC Companies
Plumbing Businesses
Electrical Contractors
Roofing Companies
General Contractors
Resources
Blog
Help Center
API Documentation
Integrations
Webinars
Case Studies
Company
About Us
Careers
Contact
Partners
Press
Security
© 2026 Ironbooks, Inc. All rights reserved.