Integrations & Data Sources

Works with the FSM
you already run

RollForge is the AI operating layer on top of the field service management software you already use. We don't replace anything. We make the data you already have work harder.

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"Your data stays where it is.
The AI runs on top."

RollForge reads from your accounting system and field service exports. It doesn't touch your operations. It doesn't replace your dispatching or invoicing tools. It analyzes the outputs — AR aging, job margins, dispatch efficiency — and tells you where money is leaking.


Data Sources

What plugs in today

Here's exactly what's live, what's partial, and what's ahead. No inflated claims.

📊
Live
QuickBooks Online
Accounting · OAuth 2.0
Two-click OAuth. RollForge reads your P&L, balance sheet, and AR aging in real time. No CSV exports, no manual uploads.
AR aging by customer and bucket
Revenue, COGS, gross margin
Open invoices and payment status
Monthly P&L trends
method: OAuth 2.0 — live read
📊
Live
Xero
Accounting · OAuth PKCE
Same live read as QuickBooks — if you run Xero, you're fully covered. Daily KPI snapshots update automatically.
AR aging, invoice status
Revenue and margin by period
Bank feed summaries
method: OAuth PKCE — live read
🏦
Live
Bank Accounts
Banking · Plaid
Read-only access to checking, savings, and credit lines via Plaid. Cash position and 90-day transaction history flow into your RollForge dashboard automatically.
Real-time cash position
90-day transaction history
Recurring payroll and cost patterns
method: Plaid v2 — read-only
🔧
CSV import live
Field Service Software
FSM · CSV / Paste import
Export your jobs list from any field service management platform — the importer auto-maps columns from common export formats. Takes under 10 minutes from export to insights.
Jobs, tech assignments, status
Revenue, parts cost, labor hours per job
Callback flags and reschedule history
Dispatch efficiency metrics
method: CSV export → paste or upload
📋
CSV import live
AR Aging Reports
Receivables · CSV import
If your accounting system isn't QBO or Xero, export your AR aging report and paste it. RollForge auto-detects the format and runs the AR engine on your real data.
Customer balances by aging bucket
Invoice-level detail when available
Risk scoring and collection prioritization
method: CSV paste or upload
API — planned
Direct FSM API
Field Service · Native API
Direct read-access to major field service platforms is in development. When live, it will replace the CSV step entirely — no exports, always current.
Live job feed and real-time dispatch status
Tech schedule and utilization
Automatic margin and risk scoring
method: REST API — not yet available

How the Data Flows

Three steps from export to insight

RollForge doesn't sit in your operational workflow. It reads the outputs — the data your tools already produce — and runs analysis on top.

Data Flow — Read Once, Analyze Continuously
📤
Your existing tools
QBO, Xero, bank accounts, or a CSV export from your field service platform. Your data stays in its original system.
⚙️
RollForge engines
AR engine. Dispatch risk engine. Margin audit engine. Each one runs against your actual data — not demos, not samples.
🎯
Insights + actions
Which invoices to chase. Which jobs are margin-negative. Which callbacks are costing you the most. Specific, actionable, in plain English.

Any Platform, Zero Friction

FSM not listed?
CSV works with everything.

Every field service platform exports job data. If you can export it, RollForge can read it.

Import from any system
in under 10 minutes

The data importer auto-maps columns from the most common export formats — job ID, revenue, parts cost, labor hours, tech name, dispatch status. Paste your export or upload a file and AI analysis runs immediately on your real data.

CSV Excel (.xlsx) Tab-delimited Copy-paste from any app
Import Your Data

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Import data from any FSM in under 10 minutes.

No rip-and-replace. No switching costs. Connect what you have, or paste a CSV. The engines run on your real data from day one.

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All product names, logos, and brands mentioned on this page are property of their respective owners. RollForge is not affiliated with, endorsed by, or sponsored by any field service management software vendor or accounting platform. CSV import works with any platform that exports job or AR data in standard delimited formats.