What you get
Everything StashGrade does, the moment you connect
You run the jobs. StashGrade reads the books you already keep and tells you where the money is going and what to do about it. Here's the whole picture.
Stop the money leaks
The bills nobody is watching
A vendor creeps your rate up. A subscription gets billed twice. You're paying for a tool you forgot about. It adds up to real money, quietly, every month.
StashGrade watches your spend and hands you the exact charge to call about. Think of the money apps people use at home, built instead for a contractor's books.
You pay on repeat
$3,260/mo
3 vendors worth a look
Worth your time
3 things
$3,680 to recover
Money to recover
Backed by your exact transactions.
Master Halco: invoice #INV-44821 entered 2 times
The same $3,680 bill shows up twice in one month. That is what paying an invoice twice looks like.
What to do: confirm it was not paid twice. If it was, ask Master Halco for a refund or a credit.
Show the 2 transactions →
The straight answer
Are you making money, or just staying busy?
The moment you connect, you get one grade for the whole business and the few moves that would raise it the most. No spreadsheets, no waiting on the accountant.
It's the answer most owners can't get without closing the year first.
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.
Which jobs actually pay
Your busy season might be your worst season
Your overall margin looks fine, so you keep bidding the same way. Split it by job type and one line is losing money on every job, dragging the rest down.
StashGrade shows you which work carries the company and which to reprice or walk away from. Try it on a sample company below.
A real read on financial health, from QuickBooks data · sample company
Dingus Fencing Co.
$7.5M / yrWhat QuickBooks shows, straight from the P&L
The number that lies
Your blended margin hides the loser
One company-wide number looks fine, so you keep bidding the same way. Split it by job type and the average turns out to be winners carrying a line that bleeds on every job.
What your books show
30%
company gross margin
Looks fine
What StashGrade sees
Commercial chain-link lost money on every job. The blended 30% hid it.
A finance team in your pocket
A CFO and a coach who actually read your books
Ask anything about your numbers and get a straight answer, plus the one move that matters most this quarter. It even catches the cash you can't see, sitting in invoices nobody chased.
Profitable on paper and broke in the bank is a real thing. This is how you fix it.
Board meeting CFO · Coach
Both advisors agree on the one move: collections. Your 43% gross margin is healthy, so the jobs are priced right. The catch is timing. About $90K is sitting in invoices over 60 days. Pull it in and you fund the next season from your own books, not a loan.
See the ranked plan (5) →
What's the single biggest lever for me this quarter?
Collections, by a mile. Your margins are fine, so do not touch pricing yet. Tightening terms and chasing the oldest invoices frees about $90K of cash and moves your grade to A−. Here is the order to work 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.
Numbers you can trust, books you understand
The statements you already know, the KPIs that matter for your trade, and a nudge when something is booked the wrong way, with the fix spelled out.
Numbers you can trust, books you understand
When something is booked the wrong way, StashGrade reads it the right way so your margin stays accurate, and shows you exactly what to fix in QuickBooks and why. A bridge while you tidy the books, not a permanent crutch.
We see: office wages ($88K) booked inside Cost of Goods Sold.
Why it matters: that inflates job cost and hides about 7 points of gross margin.
Fix in QuickBooks: move office wages to Operating expenses, below the line.
Ask the AI how →
Everything you'll see
One read on the whole business, from the books you already keep. No setup required.
Your business-health grade
One score for whether the business is healthy, benchmarked for your trade.
Margin by job type
Which work carries the company and which work quietly bleeds.
The KPIs that matter
Gross margin, overhead, cash. Each scored against a healthy range.
Year-end forecast
Where your net income lands by December, from your synced books.
Budget vs actual
Set a plan and watch the real numbers track against it.
Found money
Duplicate charges and price creep, flagged from your actual spend.
Actions to take
Every insight points at one decision. No guessing what is next.
Ask the AI advisors
A CFO and a coach that read your real books and tell you what to do.
Weekly digest
What changed in your books this week, sent to you. No logging in.
See it on your own books
Connect QuickBooks, get your first read in minutes, and decide if it's worth keeping.
Get started for free