Financial clarity for tradespeople
You are busy. Jobs are booked weeks ahead. But being busy and being profitable are not the same thing. Between materials, fuel, insurance, and the jobs where you underquoted, the margin disappears faster than you think. CFO Pal connects to your Xero, QuickBooks, or Sage and shows you the truth.
The problem
You feel busy but your bank balance does not reflect it.
You quote jobs based on gut feel rather than knowing your actual cost base.
Customers pay late and you fund materials from your own pocket in the meantime.
Tax bills arrive as a surprise because nobody told you to set money aside.
What changes with CFO Pal
Monthly P&L shows exactly where the money goes after materials, fuel, and overheads.
Gross margin tracking reveals which types of jobs make money and which do not.
Debtor alerts flag overdue invoices so you chase before the cash gap grows.
Cashflow forecasting shows your projected balance so you can set aside tax and plan ahead.
£199/month + VAT. Everything included.
Connects to Xero, QuickBooks, and Sage. 14-day free trial. No card required.
See full pricing details →Stop guessing. Start knowing.
Join UK businesses that know exactly where they stand financially. Every Monday morning.
Connects to Xero, QuickBooks & Sage · UK data residency · No card required