Live from your bank · No manual entry

Run Every Location Like You Own All Five

Stop tracking AR in one app, cash in another, and revenue in your head. RollForge gives you a single command center across every shop — updated in real time.

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HVAC · Plumbing Electrical · Built for your trade
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Real-time Plaid bank connection

The Problem

You're running five locations
with five different spreadsheets

Multi-location trade owners spend more time reconciling data than running the business. Sound familiar?

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Jobs in one app, AR in a spreadsheet Your field service app shows job status. Your accounting software holds invoice aging. Neither talks to each other. You're the integration layer — manually, every week.
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Cash position tracked in your head You're logging into three bank accounts to answer one question: "Do we have enough to cover payroll Friday across all shops?" You already know this is unsustainable.
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Revenue roll-up takes half a Monday To see how all locations performed last week, you export from the FSM, pull the bank statements, and build the summary yourself. Every. Single. Week.

If you're running multiple locations and still piecing together last week's numbers every Monday morning, that's not a reporting problem — it's a visibility problem. RollForge solves that.

The Command Center

Everything, one screen.
Updated while you sleep.

Connect your bank via Plaid and your accounting via QuickBooks or Xero. RollForge pulls it all into a live dashboard — no manual exports, no copy-paste.

RollForge — Command Center
Total Cash
$412,840
🟢 Live from bank
AR Outstanding
$187,330
↑ $14k vs last week
Revenue MTD
$218,650
↑ 12% vs last month
Gross Margin
41.2%
↓ 2.1pts vs benchmark
Location Revenue MTD Cash AR Aging Status
North Shop
HVAC · Dallas TX
$84,200 $142,500 $32,100 Live
South Shop
HVAC · Austin TX
$61,400 $98,200 $54,800 Live
Westside
Plumbing · Fort Worth TX
$47,900 $87,140 $61,200 Live
East Branch
Electrical · Plano TX
$25,150 $85,000 $39,230 AR >60d

Annotated mockup — your actual data after connecting QBO/Xero + Plaid

How It Works

Three connections. Complete picture.

Connect once. RollForge syncs automatically — no exports, no manual entry, no monthly reconciliation Mondays.

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Real-time revenue by location

Connect QuickBooks or Xero per shop. RollForge pulls revenue, margin, and P&L into a single roll-up — updated nightly. See which location is carrying the others.

→ QuickBooks · Xero
⏱️

AR aging across all shops

See every invoice 30/60/90+ days outstanding across all locations in one table. Spot the shops that are slow to collect before it becomes a cash problem.

→ Synced from accounting
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Cash position from Plaid — no manual entry

Link every business checking account via Plaid. RollForge shows combined cash across all shops in real time. Know your consolidated position the moment you open the app.

→ Plaid bank connection

By The Numbers

Trade business benchmarks
you can actually use

Industry benchmarks for HVAC, plumbing, and electrical operators. Connect your data and see exactly where you stand.

Stop managing locations.
Start running them.

Free 7-day trial. Connect your first shop in under 5 minutes. No spreadsheets, no Monday morning reconciliation.

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$500/mo after trial · Cancel any time · HVAC, plumbing, electrical operators only