Questions, answered.

No. Your data is yours — period. We never sell, share, or aggregate customer data across accounts. Each account is logically isolated.

Only you and users you explicitly invite. Admins control access. Shared reports are view-only and only contain what you choose to share — your full account data is never exposed.

Yes. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). We use enterprise-grade infrastructure. SOC 2 certification is a planned future milestone.

Anytime. Full data export on request. If you cancel, data is permanently deleted within 30 days — or sooner if you ask.

Any trade service operator — HVAC, plumbing, electrical, pest control, fire protection, landscaping, restoration, and more. Independent owner-operators, multi-location operators, and PE-backed roll-ups. If you have trucks and technicians, we're built for you.

No. Self-service signup, no sales calls. You'll have your dashboard running in minutes.

RollForge connects directly to your QuickBooks, Xero, or bank accounts and keeps your financials loaded. Ask any question in plain English — margin trends, cash flow gaps, goal progress — and the AI answers from your actual data. Reports can be generated and shared in seconds.

Billing stops immediately. Your data stays available for export for 30 days, then it's permanently deleted. No lock-in, no penalties.

Yes — export a CSV from any FSM tool and upload it directly in the dashboard. The upload flow takes about 2 minutes and supports column mapping if the headers don't match our template exactly.

Upload your data →

RollForge accepts CSV and Excel (.xlsx) files. Export your data from your accounting or field service tool, then upload from the Integrations page. Column mapping handles non-standard headers automatically.

For QuickBooks Online and Xero, data syncs automatically each night — no re-uploading required. For CSV imports, you can re-upload any time new data is available. Each upload is versioned, so you won't lose prior history.

Accounting software tells you what happened. RollForge tells you what's happening, why, and what to do about it — in real time, across every entity in your portfolio. It connects directly to your accounting and bank data, tracks margin and cash goals automatically, surfaces AR risk and dispatch issues before they become losses, and generates reports your investors can actually use. No manual exports. No monthly cleanup. No stale spreadsheets.

ChatGPT and Claude are general-purpose AI — they're impressive, but they don't know your revenue, your technicians, or your EBITDA targets. Every session starts from scratch: you paste your data, they answer, you close the tab. RollForge stays connected to your QuickBooks, Xero, and Plaid accounts permanently. Your numbers are always loaded. Goals are tracked automatically. Reports go straight to your investors — not screenshots to you. See the full comparison →

No. RollForge was built AI-native from day one. Every feature — briefings, anomaly detection, AR dunning, margin audits — was designed around the intelligence layer, not bolted onto a spreadsheet after the fact. It gets smarter the more you use it. Your data, your corrections, your patterns make it sharper over time. Give us feedback, we ship improvements. If we stop earning it, cancel anytime — no contracts, no exit interviews, no begging. We'd rather build something worth staying for.