RollForge
Your 24/7 AI CFO

Finally know how every business you own is really doing — just by asking.

Stop explaining your business to software — RollForge learns it, then works like a CFO and an operating partner: watching your cash, margins, jobs, and callbacks across every business you own.

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 See it in action →
Start building context from your first question.
💬 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 rolling 30-day window?
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
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?
↑
Run all your businesses in one place.

One rollup view across every business, separate context for each. Invite your accountant or lender to the data they need — and only the data they need — through scoped invitations. Send a read-only link to a finished report or a lender-ready package without exposing the rest of your books.

🔒 Bank-grade encryption via Plaid
🛡️ AES-256-GCM encryption
📊 Read-only bank access via Plaid
Context compounds

The sooner it starts learning, the further ahead it gets

Every conversation, number, and goal gives RollForge a better model of your business.

Day 1

It learns your numbers.

Ask about cash, AR, or margins and get a straight dollar answer.

Day 30

It knows your business.

It understands your vocabulary, patterns, and what you said to watch or ignore.

Day 90

It’s ahead of you.

It spots problems before they are felt and pushes toward the goals you set.

Every day you wait is a day of context you’re not building.

Start free trial

Start building your CFO’s memory — free, no card.

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
📧
Email
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 start building context from there.

📬  Email Inbox

Forward it. We'll handle the rest.

Every bank statement, vendor invoice, and accountant report you forward gets read by your 24/7 AI CFO. Each one adds to your business context automatically, then RollForge 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 businesses as you grow.

Founder
199 / month

For one business. All the core features.

  • 1 business with AI insights
  • Daily 7am briefing
  • 500 AI answers per rolling 30-day window
  • Email your CFO: "Why did AR jump this week?" · "What's our true margin?" · "Which location is dragging down the group?"
  • AR collections engine
  • Goal & margin tracking
  • Add data by email, upload, or chat
Start Free Trial →
Pro
499 / month

Unlimited businesses. Full reporting suite.

  • Unlimited businesses
  • Full briefing, all features
  • 2,000 AI answers per rolling 30-day window
  • Email your CFO: "Why did AR jump this week?" · "What's our true margin?" · "Which location is dragging down the group?"
  • Lender package exports (P&L, AR, cash flow)
  • Multi-business view for all your businesses
  • 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
Contact us →

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

Before you decide

Four questions worth asking

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.
Your actual numbers, every morning once you've connected data or uploaded a statement. The first briefing arrives the next morning.
No. It's an owner you keep in the loop. Forward an email about a vendor dispute — RollForge reads it. Text a note after a tough week — it carries that context forward while you keep using it. 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.
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.
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.

Your 24/7 AI CFO is in your corner.

Connect a data source, upload a CSV, or forward a statement. Your first daily briefing arrives the next morning — and the compounding starts with your first question.

Start free trial →
Cancel anytime. Share data via bank, accounting, CSV, or forwarded statements.
Start free trial →

Interested in a partnership?

We work with accountants, operators, and growth-stage businesses. Reach out — we'll respond within 24 hours.

Sending…
Thanks — we'll be in touch within 24 hours.

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