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Financial clarity for specialty contractors

See the cash gap.
Before it hits.

Payroll won’t wait for a late invoice. ClarityAI turns your financial records into a forward-looking cash forecast, so you can plan payments, hiring, and growth with more confidence.

Explore the $199 review How it works

Built for owner-led businesses with $500k–$5m in annual revenue.

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A clearer view ahead

13 weeks. One cash plan.

Our delivery promise

Documented assumptions

Clear data limitations

Practical next steps

From records to readiness

Profitable on paper.
Prepared in practice.

For HVAC, plumbing, electrical, landscaping, and other project-based businesses, timing matters as much as margin. We connect what’s coming in with what needs to go out.

Not another spreadsheet to decipher.

An owner-facing summary explains the risks, the assumptions, and the decisions worth considering.

01

Establish your starting point

We review your supplied statements, cash balances, receivables, payables, and expected payments. Opening cash is reconciled to source data; missing information is flagged.

02

Map the weeks ahead

A rolling 13-week forecast brings collections, payroll, suppliers, taxes, and debt payments into one view. Confirmed movements are distinguished from estimates.

03

Pressure-test the plan

Base-case and downside scenarios show how delayed collections or changing costs could affect your cash position—with the assumptions spelled out.

04

Turn insight into action

Get priority findings and suggested operating actions. Monthly monitoring adds a variance review, an updated dashboard, and a meeting to discuss what changed.

Start small. Stay informed.

Clarity, at your pace.

Start with a focused review. Continue with monthly monitoring if it fits your business. Scope and data requirements are agreed before work begins.

One-time engagement

Cash Clarity Review

$199one time

A grounded first look at your cash position and the risks ahead.

  • Review of supplied financial and cash information
  • Initial cash-flow forecast and risk assessment
  • Three priority findings and suggested actions
  • Concise owner-facing summary
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Ongoing decision support

CashFlow Monitor

$399/ month

Keep your cash plan current as projects and payments change.

  • Rolling 13-week forecast and monthly dashboard
  • Base-case and downside scenario analysis
  • Actual-versus-forecast variance review
  • One monthly meeting and written action summary
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Financial Resilience — planned advanced engagement · $799/mo

Not available at launch

The planned advanced offer adds profitability analysis, multiple scenarios, budget-versus-actual review, and growth planning. These are introductory proposed prices; final scope and availability are confirmed before booking.

Available engagements

Your next decision deserves a clearer view

Plan ahead.
Keep the business moving.

Begin with a Cash Clarity Review and find out where your cash needs attention—before the next payroll or project commitment.

Start with a review

Forecasts support operating decisions; they are not guarantees of future results. Outputs depend on supplied data and documented assumptions.