Do I need to enter a credit card to start?

No card required to start. 7 days free with full access — share your data to unlock everything. Not charged until day 7. Cancel anytime before then and owe nothing.

What data do you need to get started?

Upload a CSV export, forward an email with your statement attached, or paste your numbers directly in chat. We also read PDFs, plain text, and data from Plaid, QuickBooks, Xero, Bill.com, and ServiceTitan or Housecall Pro CSV exports. Once something is in, your first real daily briefing arrives the next morning.

What if I only have one company?

Founder plan starts at $199/month with 1 company, AI chat, daily briefings, AR aging, and goal tracking. Pro is $499/month with unlimited companies, board reports, and advanced margin audits. Both plans start with 7 days free — card optional.

How does RollForge understand MY business?

RollForge connects to your actual data, then learns from every conversation. Tell it "peak season is June–August" once and it factors that in forever. It's not a generic AI — it builds a model of your specific business over time.

How is this different from my accounting software?

QuickBooks records the past. Your accountant explains it quarterly. RollForge watches what's happening right now, every day, and tells you before you ask — at 7am, every morning, in your inbox.

Are you an AI company?

We're built on Claude — one of the most capable AI models available. But we're not selling you an AI subscription. We're selling you the implementation: integrations already wired, reports already configured, insights already tuned for your industry. A standalone Claude Pro or Max subscription runs a couple hundred dollars a month — and that's before you build any of the dashboards, benchmarking, goal tracking, or daily briefings. RollForge bundles all of that. The AI is the infrastructure. The wrapper is what you're paying for.

Is this just software that claims to be AI?

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.

Your 24/7 AI operating partner

Stop explaining your business to software. This one learns it.

RollForge gets to know each business you run — by chat, text, and email, on top of your live bank and job data — and gets sharper every month. Ask it anything and get strategic CFO insight, aimed at the goals you set: where cash is leaking, which jobs to stop taking, what to move where — in dollars.

Each business keeps its own context. Cross-business answers cite which one they came from. Share a read-only loan-package link with your lender, or invite your accountant to the exact books they need — and nothing else.

Start free — 7 days, no card

Set up in minutes. Cancel by day 7 for $0.

✉ Email

RollForge · Payroll Check

Illustrative example — your numbers will look different once your data is in.

Payroll Check

You asked: "Can I cover payroll Friday?"

After scheduled payments $23,400 available

Payroll $18,000

Remaining $5,400

✓ You're covered.

💬 SMS

Illustrative — and weeks apart. It remembered.

stop pushing the maintenance plans — margins are trash on those

Got it. I'll flag maintenance-plan jobs from now on. ✓

how's margin looking this month?

Up 4 points — but 2 reps still sold maintenance plans: 9% margin vs your 34% goal, ~$4,200 left on the table. Want me to flag them live?

⌘ Chat

RollForge

Always on

Illustrative example

Can I cover payroll Friday?

✓ Covered.
After $4,200 in scheduled payments, you have $23,400 available. Payroll is $18,000 — leaving $5,400 cushion.

Heads up: Acme Corp ($4,800) is 62 days past due. Chasing that before Friday helps your position going into the weekend.

Can I cover payroll Friday?

↑

Here's what happens to most small business owners:

💸 You have $80K tied up in past-due invoices

📉 Your cash balance dropped $12K last week and you don't know why

📅 Your accountant tells you the numbers quarterly

🔍 You're flying blind between bank syncs

$43K

Average in missed opportunities — unpaid invoices, slow decisions, expensive credit lines carried too long. That's what the status quo costs you.

Share your data however you have it

Connect your data, share a CSV, or forward a statement. Your first briefing lands the next morning.

Step 01

📧

2 minutes

Forward a statement from your phone to your private RollForge address. We'll read it and surface it in tomorrow morning's briefing.

→

Step 02

📂

Upload

2 minutes

Drop a CSV from QuickBooks, Xero, or your lender's portal. We handle the format — QB exports, Xero reports, bank statements, whatever you have.

→

Step 03

💬

Ask

Any time

Tell us in plain English. Paste numbers, describe it, screenshot it. RollForge works with partial data and builds context as you go.

Works with the reports you're already using. QuickBooks exports, Xero reports, Bill.com downloads, ServiceTitan invoices — drop them in and RollForge reads them.
Don't have a statement handy? Ask anyway. RollForge can work with partial data and build context as you go.

📬 Email Inbox

Forward it. We'll handle the rest.

Every bank statement, vendor invoice, and accountant report you forward gets read by your AI Operating Partner. It updates your context automatically and tells you what matters — in your next morning briefing.

🔒 Your private RollForge address. Only you know it. Only your AI reads it.

Your data lives in your inbox, your CSV exports, your email threads with lenders — RollForge meets you there.

📨

Forward

Send any financial email to your private RollForge address

🤖

AI reads it

Statements, invoices, and reports — parsed and summarized

📋

In your briefing

What matters surfaces in tomorrow morning's briefing

Start with what you need. Add companies as you grow.

Founder

$199 / month

For one company. All the core features.

1 company with AI insights
Daily 7am briefing
50 questions / month
Email your CFO: "Why did AR jump this week?" · "What's our true margin?" · "Which location is dragging down the portfolio?"
AR collections engine
Goal & margin tracking
Add data by email, upload, or chat

Start Free Trial →

Pro

$499 / month

Unlimited companies. Full reporting suite.

Unlimited companies
Full briefing, all features
200 questions / month
Email your CFO: "Why did AR jump this week?" · "What's our true margin?" · "Which location is dragging down the portfolio?"
Lender package exports (P&L, AR, cash flow)
Multi-company portfolio views
Advanced margin audits + benchmarking

Start Free Trial →

Enterprise

Let's talk

Custom integrations, dedicated support, SLA.

Everything in Pro
Custom API integrations
Dedicated onboarding & support
SLA guarantees
White-label options

It lands at 7am. You read it in 3 minutes. You act before 9am.
That's why our users say it's worth $199–$499/month depending on your plan just for the peace of mind.
Start with Founder ($199/mo). Upgrade to Pro ($499/mo) when you add companies. No contracts. Cancel anytime.

Before you decide

Four questions worth asking

Can I really trust an AI with my financial data?

All credentials are AES-256-GCM encrypted at rest. Bank connections use Plaid's read-only OAuth — we never see your login credentials, only the transaction data you authorize. RollForge reads your numbers. It doesn't move them.

Will it actually find issues I'm missing?

Your actual numbers, every morning once you've connected data or uploaded a statement. The first briefing arrives the next morning.

Isn't this just a dashboard?

No. It's an operating partner you keep in the loop. Forward an email about a vendor dispute — RollForge reads it. Text a note after a tough week — it remembers. Upload a lease or contract — it factors it in. The 7am briefing is just one output. The real difference is that it compounds everything you share into context that makes every answer smarter over time. Most tools make you pull. RollForge pushes — and learns.

Do I need an accountant?

We're the CFO your accountant wishes you had. Invite them in — share your data and context so they can fully leverage the platform. They'll show up to every meeting with a client who already knows what's happening.

Do I need to connect my accounting software?

You don't have to connect accounting software. Forward an email with a statement attached, upload a CSV, or describe your numbers in chat. RollForge handles parsing — once you've shared something, your first real briefing arrives the next morning.