Built for fencing, plumbing, gutters, painting & other specialty trades
PROTECTyour Stash
StashGrade instantly tells you where your business is making or losing money, analyzes your spend for savings opportunities, and grades you against the key KPI benchmarks of your industry.
Free to start. Read-only connection. Disconnect anytime.
Read-only access. We can see invoices, expenses, and your P&L. We cannot edit your books or touch money. What we never do:
- Never sell your data.
- Never share it with anyone unless you opt in.
- Never use it to train public AI models.
Disconnect anytime in one click. Ask us to delete your data and it’s gone.
84/100
StashGrade
2 pts to B+⚡ Free up the cash you can’t see
+6 pts → A−About $90K is parked in invoices over 60 days old. Pull it in before chasing new work and your cash score jumps the most of any move.
Need these apps talking to each other? We build custom integrations →
What it does for you
Pulled from the data you already have, organized books or not.
Find money you’re leaking
Duplicate bills, creeping rates, vendors you overpay. Flagged with the exact charge to call about.
See it →Know if you’re making money
One grade for the whole business, the moment you connect. Not at tax time.
See it →See which jobs actually pay
Margin by job type. Your blended number hides the line that’s bleeding.
See it →Get paid faster
The cash stuck in old invoices, surfaced before you go chase new work.
See it →Keep the crew profitable
Labor, overhead, and the costs that creep up while you’re out in the field.
See it →A finance team in your pocket
Ask anything about your numbers, get a straight answer and the next move.
See it →5 min
from connecting QuickBooks to your first insight
Every $
links to the exact transaction behind it
1 grade
for the whole business, benchmarked for your trade
$0
to start. Read-only. Disconnect anytime.
What one readout can surface
Three findings from a single sample fence company analysis. This is the kind of thing the algorithm pulls out of ordinary, imperfect books.
−$241K
A losing segment hiding inside a healthy margin
Blended margin read 30%. Split by fence type, commercial chain-link was losing money on every job while vinyl carried the company.
$3,680
A double-billed invoice nobody caught
The savings monitor flagged the duplicate charge and linked it to the exact transaction. The fix was one phone call.
$1.5M
Cash parked in finished jobs
Profitable on paper, tight at the bank. The readout showed which invoices were aging and which customers to call first.
No forms. No data entry.
Connect QuickBooks, upload a CSV, or export from your job software. StashGrade handles messy books.
Connect your books or upload a CSV
QuickBooks Online, a CSV export from your job software, or a QBO export. Read-only. About a minute.
The algorithm reads what's there
Revenue, job costs, and overhead pulled apart by segment. StashGrade extrapolates the split even when the books aren't organized that way.
See your first read
Within minutes you see where the money leaks and the one move that fixes the most.
Built for your trade
The margin math is tuned to how your trade actually bills and buys. Pick yours to see where the money leaks.
Built to be trusted with your books
Read-only access
QuickBooks connections are read-only. StashGrade can never write to your books or move money.
Your data stays yours
Encrypted in transit and at rest. Each company’s data is isolated at the database level (QuickBooks or CSV).
Disconnect anytime
One click in settings revokes your QuickBooks connection. CSV data can be deleted from your account at any time.
No advice, just your numbers
We show what your data says and the decision it points to. Your accountant stays your accountant.
More detail on how we handle your data.
Want the whole stack handled?
StashGrade reads the books. The team behind it can also set up the rest of your software and make it all talk to each other.
StashGrade Launch
The right tools, set up for you
Done-for-you setup of Jobber, JobNimbus, QuickBooks, Gusto, Ramp and more, run off proven playbooks with a defined finish line. You approve every item before it goes live.
How Launch works →Built-for-you integrations
Make your apps act like one system
When the office is typing the same job into three apps, we build the bridge: drawing to estimate, won job to invoice, payment back to the CRM.
See the integration work →Fair questions
What if my books are a mess?
Good. That is exactly what StashGrade is built for. The algorithm extrapolates margin by job type and surfaces hidden costs even when your chart of accounts is not organized by segment. You do not need clean books to get close to the right answer.
Do I need QuickBooks?
No. Connect QuickBooks Online in one click, or upload a CSV of your own making, or a QBO export. StashGrade reads whatever you can share.
Can StashGrade change anything in my books?
No. The QuickBooks connection is read-only, and a CSV upload is just a file you hand us. StashGrade can never write to your books or move money.
What does it cost to start?
Nothing. The free plan needs a data connection and nothing else. No credit card. Upgrade only when a found leak covers the subscription.
More on the pricing page.
From the blog
Margin math and money leaks, written for the trades we serve.
Five minutes from now you could know.
Connect QuickBooks, upload a CSV, or export from your job software. First read in minutes.
Get started for free