Everything You Need. Nothing You Don't.
110 features, one flat price — $79/mo. One plan, every feature, nothing you have to grow into. AI-powered categorization, budgeting, forecasting, invoicing, job costing, and 13 reports — all included.
Start Free Trial →Job Costing, Month-End Close & Payments
17 features
Job Costing & Per-Job Profitability
Tag transactions, bills, and invoices to jobs and see profit per job — know which jobs actually made money, every month. For shops using the receptionist and the technician field link, a completed service call becomes a job on its own, and its revenue, parts, and labor land on it without anyone tagging anything
AP Cash Planner
Forward-looking view of upcoming bills so you know what's due, when, and whether cash covers it
Period Close & Locking
Close and lock a month so entries can't change after sign-off, with an immutable trial-balance snapshot
AI Close Narrative
A plain-English month-end summary of what moved and why, generated automatically with every close
Monthly Financial Package
One-click close package — P&L, balance sheet, cash flow, and variance — ready to review and send
Books-Integrity Checks
Automated general-ledger integrity sweep that flags imbalances and posting errors before they become problems
Proactive Insights Engine
Auto-detected issues and opportunities — margin dips, unusual spend, cash risks — surfaced without being asked
Accept Online Payments
Customers pay invoices by ACH or card via Stripe; payments reconcile to the ledger automatically
Inbound Email Capture
Forward receipts and bills to a dedicated Poof address; AI extracts the data and files them
Per-Job Labor Allocation
Spread technician labor cost across the jobs it was actually spent on, so a job's margin includes the hours — not just the materials
Financing Gross-Up
When a job is sold through dealer financing, the dealer fee is recognized as a cost of that job instead of quietly inflating its margin
Peer Benchmarks on the Per-Job P&L
See how a job's margin compares to similar jobs, with the outliers called out
Period Tie-Out Engine
A standing check dashboard that proves the period actually ties before it's closed — not after
Accrual Roll-Forward Subledger
Deposits, deferrals, and accrued items carried forward period to period with their own schedule
Document Playbooks
Forwarded files learn per-sender handling, so the second invoice from a supply house files itself the way the first one was corrected
Customer Deposits Released on Completion
A down payment on an install is held as a liability, not booked as revenue the day it lands, and released to that job's revenue when the job is done. The release previews first, refuses a deposit that isn't categorized as a deposit, and warns if the job was also invoiced
Maintenance Plans Earn as Visits Are Performed
A prepaid plan sale is deferred, and each performed visit earns its share to the penny — automatically when the tech completes a maintenance visit. A repair call on a plan customer doesn't count, and two open plans on one customer is left for the office to pick. Cancelling is a recorded decision — refund or forfeit — never a silent write-off, and a visit that was both released and invoiced is flagged at month-end close
Connect All Your Bank Accounts
Powered by Plaid, Poof securely connects to over 12,000 banks and credit unions across the US. Your financial data syncs automatically and stays up-to-date.
Secure by Design
Encrypted in transit, read-only bank access through Plaid
12,000+ Banks
Works with virtually any US bank, credit union, or credit card
Automatic Sync
Transactions sync automatically to keep your books current
Get your free Spend Score — see what AI finds in your transactions
Upload a bank statement and get your AI-powered spending score in 60 seconds. No sign-up required.
Ready to Put Poof to Work?
Start your 30-day free trial — no credit card required. One plan, every self-serve feature, $79/mo after your first 3 months at $39.50.