CrewCFO is the AI-powered finance platform built for roofing contractors. Automated bookkeeping, job costing, and cash forecasting—so you can focus on roofs, not receipts.
You didn't start a roofing company to become an accountant. But somehow, that's where all your time goes.
Your truck console is full of Home Depot receipts. Your email is full of invoices. Your accountant is full of questions.
You finished three jobs last month but you're still scrambling for payroll. Where did the money go?
Storm season you're flush. Winter you're stressed. One slow month and you're floating payroll on credit.
CrewCFO combines AI bookkeeping with CFO-level insights—built specifically for roofing contractors.
Link QuickBooks and your bank accounts in 5 minutes. We sync automatically.
Our AI classifies transactions, assigns job costs, and flags exceptions.
Open your dashboard and see cash, margins, and forecast in seconds.
Purpose-built for roofing contractors. Not generic accounting software with a new coat of paint.
Our AI classifies 70%+ of transactions automatically. Home Depot? Materials. Sub payment? Labor. No rules to set up—it just learns your business.
See exactly what each job cost—materials, labor, subs, dump fees—and what you actually made. No more 'gut feel' pricing.
Our forecasting engine factors in AR, upcoming bills, payroll, and seasonal patterns. Never be surprised by a cash crunch again.
Every Friday, get a plain-English summary: what happened, where you stand, and what to watch. Like a fractional CFO without the $3K/month.
Join contractors who've taken control of their finances.
I used to spend every Sunday night doing books. Now I check the dashboard Monday morning and I'm done. CrewCFO gave me my weekends back.
Last year I almost missed payroll twice. This year I can see three months out. I sleep better knowing exactly where we stand.
We were losing money on insurance jobs and didn't even know it. CrewCFO showed us our margins were 8% instead of 25%. We fixed our pricing and added $40K to the bottom line.
One plan. One price. No surprises. No per-transaction fees. No user limits.
No credit card required. Cancel anytime.
If you're not seeing clearer finances within your first 30 days, we'll refund every penny. No questions asked. We're that confident you'll love it.
No. Zero setup fees. Your subscription includes a 1-on-1 onboarding call where we help you connect QuickBooks and configure everything.
Each QuickBooks company is a separate subscription. If you run 2 roofing companies, you'd need 2 CrewCFO subscriptions. Contact us for multi-company discounts.
Yes. No contracts, no cancellation fees. If you're on annual billing, we'll refund the unused portion.
Everything. Full access to all features for 14 days. Connect your QuickBooks, see your real data, try the forecasting. No credit card required to start.
Yes! Pay annually and get 2 months free ($249/mo instead of $299/mo). That's $600 saved per year.
If you can use email and QuickBooks, you can use CrewCFO. We handle the technical stuff. Most owners are up and running in under an hour.
It depends. Some customers replace their bookkeeper entirely. Others use CrewCFO to make their bookkeeper 3x more efficient. Either way, you'll spend less time on books.
We sync two-way with QuickBooks Online. Your books stay in QBO—we just make them smarter. Transactions, invoices, and bills flow automatically.
Bank-level security. We use 256-bit encryption, SOC 2 compliant infrastructure, and never store your banking credentials.
We started CrewCFO because roofing contractors deserve financial clarity—not spreadsheet nightmares.
Every roofing contractor we've met has the same story: You're great at roofing. You built your business from nothing. You've got crews, trucks, and a reputation for quality work.
But the financial side? It's chaos. Receipts stuffed in truck consoles. QuickBooks that nobody really understands. That sinking feeling when you finish a big job but somehow still can't make payroll.
We saw roofing company owners spending their Sunday nights doing bookkeeping instead of being with their families. We saw profitable companies nearly go under because they couldn't see a cash crunch coming. We saw contractors charging too little because they didn't actually know their job costs.
So we built CrewCFO.
We combined AI that actually understands roofing transactions with the kind of financial insights that used to require a $3,000/month CFO. All for less than what most contractors spend on coffee each month.
Our mission is simple: Give every roofing contractor the financial clarity to grow with confidence.
Generic accounting software doesn't cut it for trades. We built everything specifically for roofing contractors—job costing, seasonality, insurance claims, all of it.
You don't need penny-perfect books every day. You need to know if you're okay. Our AI gets you 90% of the way instantly—you handle the exceptions.
Most bookkeeping tells you what happened last month. We show you what's coming next quarter. That's the difference between surviving and thriving.
Roofing is one of the most financially complex trades. You've got:
Generic bookkeeping software wasn't built for this. We were.
Join roofing contractors who've taken control of their finances. Book a free demo and see your numbers clearly—maybe for the first time.