Every feature. One price.

1. 01

   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

2. 02

   AP Cash Planner

   Forward-looking view of upcoming bills so you know what's due, when, and whether cash covers it

3. 03

   Period Close & Locking

   Close and lock a month so entries can't change after sign-off, with an immutable trial-balance snapshot

1. 01

   AI Transaction Categorization

   Automatically categorizes bank transactions using the BRAID engine that learns your business patterns over time

2. 02

   Poof AI Assistant

   Built-in AI assistant with 85 tools that lives in the sidebar, and is context-aware — it knows your company name, industry, business type, location, and timezone. Supports multi-session conversations with folder organization

3. 03

   AI Chart of Accounts Generation

   Generates a customized chart of accounts based on your business type, industry, and size — no manual setup required

1. 01

   Business-Context-Aware Chat

   Poof knows your company name, industry, business type, location, and timezone — every response is concise, action-oriented, and tailored to your specific business. Supports multi-session conversations and folder organization

2. 02

   Books Health Check & Month-End Close

   Ask Poof to audit your books for missing categorizations, unreconciled transactions, and open items — then get step-by-step guidance through month-end close

3. 03

   Invoice, Estimate & Credit Note Creation

   Create invoices, estimates, and credit notes through conversation — Poof creates, edits, and sends them via email. Tell Poof 'we received two checks covering invoices 1001 and 1003' and it handles the rest

1. 01

   Professional Invoicing

   Create, customize, and send invoices with PDF export, email delivery, custom branding/logo, and line-item tax and discounts

2. 02

   Estimates & Quotes

   Create professional estimates and quotes, send them to clients for approval, and convert approved estimates to invoices with one click. Track status through Draft, Sent, Approved, Declined, and Converted stages — with PDF export, email delivery, and custom branding

3. 03

   Credit Notes

   Issue credit notes for returns, adjustments, or overpayments with automatic application to outstanding invoices

1. 01

   Expense Tracking

   Track expenses with receipt uploads, category management, and detailed reporting

2. 02

   Mileage Tracking

   Built-in mileage calculation for business travel expenses

3. 03

   Bill Management

   Receive, track, and pay vendor bills with AP aging reports

1. 01

   Bank Connection

   Connect to 12,000+ financial institutions via Plaid for automatic syncing of the last 30 days of transactions, with optional liability accounts for broader institution support

2. 02

   Bank Statement Import

   Upload CSV or PDF bank statements (up to 25MB) with AI-powered parsing, intelligent column mapping, bank name auto-detection, duplicate prevention, and batch import preview — also importable via AI chat by uploading a PDF

3. 03

   Bank Reconciliation

   Multi-step wizard with auto-match, hand match and unmatch, a completion report you can export or email, and a history with reopen and delete — and it works on a phone

1. 01

   Double-Entry Accounting

   Full general ledger with manual journal entries and recurring templates for accurate, audit-ready books

2. 02

   13 Financial Reports

   Income Statement (P&L), Balance Sheet, Cash Flow Statement, Trial Balance, General Ledger, Account Detail, AR Aging, AP Aging, Customer Sales, Vendor Expenses, Sales by Product/Service, Expenses by Category, and Budget vs Actual

3. 03

   Report Drill-Down

   Click any account in Balance Sheet, Income Statement, or Trial Balance to see underlying journal entries — then click a journal entry to edit it directly

1. 01

   Budget Creation

   Create budgets manually or let AI generate one from a natural language goal — tell Poof '20% revenue growth' and get a complete budget in seconds

2. 02

   Budget Lifecycle Management

   Move budgets through Draft → Active → Locked → Archived stages with clone support for quick iteration

3. 03

   Variance Dashboard

   Budget vs actual comparison with bar charts, percent variance, status indicators (on track, approaching, over budget, critical), top variance items with clickable status filters, and monthly spending pace

1. 01

   Team Management

   Invite team members with 5 roles: Owner, Admin, Accountant, Bookkeeper, and Viewer

2. 02

   Two-Factor Authentication

   TOTP-based MFA with QR code setup and 8 backup codes for account recovery

3. 03

   Audit Logs

   Comprehensive audit trail with timestamped logging of all user actions and PII masking

1. 01

   Personalized Dashboard

   AI-generated daily briefing with 'Reply to Poof' action, time-aware greeting, 4 animated KPIs with Y-axis dollar labels, proactive 'Needs Your Attention' alerts, drag-and-drop reorderable tiles with staggered animations, actionable empty states, quick-action buttons, semantic color coding, and a global date filter

2. 02

   Global Search

   Search across transactions, invoices, bills, and expenses instantly

3. 03

   Notification Center

   In-app and email notifications for categorization, invoice reminders, bill due dates, budget alerts, and more

We provision the number and the voice agent for you — it is not a switch you flip yourself. Customer-facing outbound texts — booking confirmations, reminders, and “your tech is on the way” — are not built yet; the technician does get texted their job. The receptionist does not take payment on the call.

1. 01

   AI Phone Receptionist

   Answers the shop's line, knows the shop's name, hours, and service area, understands the caller's problem, and books the job

2. 02

   Deterministic Safety Triage

   Gas smell, carbon monoxide, smoke, sparking, or an active alarm trigger an immediate emergency escalation and a scripted “leave the building, call 911” response. No-heat below 45°F and no-cool above 95°F are emergencies too. These are rules in code, not instructions to a language model — the AI narrates the call, it never decides whether something is an emergency

3. 03

   Real-Calendar Booking

   Availability is computed from your technicians, their weekly windows, and their time off, minus existing appointments, respecting drive-time buffer. Skills are a preference, not a gate: a tech tagged for the work is preferred and an untagged tech is next, so a shop that has tagged nobody is never told it has no availability. The database refuses overlapping bookings outright, so two calls arriving at once can't double-book a tech

Part of Poof for shops, alongside the AI receptionist — the same $79 plan. The technician's page needs no account and no app install — that is the point. It does not do GPS tracking, does not take payment on site, records a typed name and timestamp rather than a drawn signature, and needs a signal: it does not work offline.

1. 01

   Technician Field Link

   The tech opens their job from a text message — no account, no password, no app install. The link is signed, opens exactly one job, and can be revoked; rescheduling invalidates it automatically. This is the answer to “my guys won't use another app”

2. 02

   Arrival Tracking

   On-my-way, arrived, and completed times are recorded when they happen, not estimated afterwards — which is the number that gets argued about with a customer six weeks later

3. 03

   Field Report

   What was wrong, what was done, and what still needs doing, written on the phone at the jobsite

The approvals inbox is on for everyone — it is how every AI write reaches the books. Autonomy is off until a person grants it, one rule at a time: there is no default, and no global “let the AI do it” switch. No ledger rule can ever send anything to a customer, and a rule that writes to the ledger must carry a dollar limit or it does not run. The phone is a separate channel a shop opts into, and nothing granted here can reach it.

1. 01

   The Approvals Inbox

   Every write an AI proposes, from any surface, stages as a card and waits. The nightly categorization sweep, a request typed into Ask Poof, a detector that noticed a job losing money — all of them land in the same place, and nothing reaches the books until a person approves it. Approving runs exactly what is on the card: the stored request, never a fresh interpretation of it

2. 02

   The Evidence, Not the Assertion

   Each card shows what Poof looked up to justify itself — the customer it resolved and their email, the prior transactions for that merchant and whether they were all categorized the same way, the amount, the account. Gathered by code, never judged by the model. A card that says “no history for this merchant” is telling you why it is asking

3. 03

   Approve Part of a Batch

   A forty-row card is not all-or-nothing. Untick the three you want to look at and approve the rest in one tap. The ones you approved run; the ones you unticked are still waiting tomorrow

1. 01

   Asset Register

   Vehicles, tools, office equipment, and more, with straight-line depreciation by class and a capitalization threshold you can edit ($2,500 by default)

2. 02

   Monthly Depreciation as One Card

   The month’s depreciation, by class, approved once. While the register hasn’t changed, it can run on a rule

3. 03

   Start From Your CPA’s Schedule

   Your CPA’s depreciation schedule, read from a CSV or spreadsheet into one card, with opening pools, a fresh start when there’s no schedule, and the year’s roll-forward ready for the CPA

Poof prepares the 1099s, the contractors’ copies, and the CPA summary, and walks whoever uploads them to the IRS through it.

1. 01

   Books → 1099s

   Every contractor’s year so far, by how they were paid, against the year’s legal threshold ($2,000 for 2026)

2. 02

   Every Payment Has a Payee

   “Who is this?” cards link unknown bank payees and checks to vendors, so no contractor payment is missing from the year

3. 03

   W-9s by Link

   Send the vendor a link and they fill in the W-9 online. A filled-in W-9 PDF fills the vendor record, read inside Poof

Your payroll provider pays your people; Poof puts each pay run on the books and ties the tax forms to it. Payroll posting is off until you turn it on.

1. 01

   Post a Pay Run From Your Provider’s Reports

   Your provider’s payroll register and liability report become one entry, with the accounts mapped once, and Unpost if it’s wrong

2. 02

   Payroll Withdrawals Matched

   The bank’s payroll and tax debits tie to the pay run that caused them

3. 03

   Month-End Wage Accrual

   Wages earned but not yet paid land in the month they were earned

Poof tracks, reports, and ties your sales tax. You file the return and record it here.

1. 01

   Rates by City

   Sales tax rates on customers, locations, and invoices, with what’s taxable set by the kind of work. Arizona and Texas presets are there for you to confirm

2. 02

   Exemptions on File

   Exempt customers with their certificates and expiry dates

3. 03

   Sales Tax Report

   What was charged, by jurisdiction, for the period

1. 01

   Vans and Locations

   Each truck and the warehouse as its own stock location

2. 02

   Count From a Phone

   A Count screen for the tech or the office, saved as a draft until it’s posted

3. 03

   Post the Count

   Parts used on jobs go to those jobs; the rest is shrinkage. A posted count can be reversed