Questions, answered.

No. Your data is yours — period. We never sell, share, or aggregate customer data across accounts. Each account is logically isolated.

Only you and users you explicitly invite. Admins control access. Shared reports are view-only and only contain what you choose to share — your full account data is never exposed.

Yes. All data is encrypted in transit (TLS 1.2+) and at rest (AES-256). We use enterprise-grade infrastructure. SOC 2 certification is a planned future milestone.

Anytime. Full data export on request. If you cancel, data is permanently deleted within 30 days — or sooner if you ask.

Any trade service operator — HVAC, plumbing, electrical, pest control, fire protection, landscaping, restoration, and more. Independent owner-operators and owners running one business or several — whether you run one business or several. If you have trucks and technicians, we're built for you.

No. Self-service signup, no sales calls. You'll have your dashboard running in minutes.

It's an always-on AI Operating Partner connected to your live financial data. Ask anything — "what's my cash runway?", "which jobs are killing my margin?", "how much AR is over 60 days?" — and you get an answer in seconds, not a dashboard to interpret. Ask via chat, email, or SMS. No exports, no pivot tables. Scheduled briefing summaries also land each morning, but you don't have to wait for them.

By default, 7am in your timezone. The briefing is a scheduled summary of what changed — AR, margins, cash, goal progress. It's a convenience feature, not the only way to get answers. You can ask the AI anything anytime via email, SMS, or chat and get an immediate response based on your live data.

Billing stops immediately. Your data stays available for export for 30 days, then it's permanently deleted. No lock-in, no penalties.

Yes — export a CSV from any FSM tool and upload it directly in the dashboard. The upload flow takes about 2 minutes and supports column mapping if the headers don't match our template exactly.

Upload your data →

RollForge accepts CSV and Excel (.xlsx) files. Export your data from your accounting or field service tool, then upload from the Integrations page. Column mapping handles non-standard headers automatically.

No. Forward an email with your statement attached, upload a CSV export from QuickBooks or Xero, or describe your numbers in chat. RollForge handles the parsing — no connections required.

CSV exports from QuickBooks, Xero, and Bill.com are auto-detected. Just upload — no special format needed. We also read PDFs, plain text, and numbers pasted directly in chat.

Forward an email with your statement or report attached to your RollForge address. We'll parse the attachment, brief you on the key numbers, and reply within a few minutes. Works from any email client.

You tell us your legal entity names and any DBAs or nicknames you use. RollForge uses those to connect data from emails, uploads, and lender correspondence — so even if your bank statement says 'ACME CORP' and your CSV says 'Acme Holdings LLC', we know it's the same company.

Accounting software tells you what happened. RollForge tells you what's happening, why, and what to do about it — in real time, across every entity in your portfolio. Upload a CSV, forward an email with your statement, or paste your numbers — RollForge connects your data and tracks margin and cash goals automatically, surfaces AR risk and dispatch issues before they become losses, and generates reports your investors can actually use. No manual exports. No monthly cleanup. No stale spreadsheets.

ChatGPT and Claude are general-purpose AI — they're impressive, but they don't know your revenue, your technicians, or your EBITDA targets. Every session starts from scratch: you paste your data, they answer, you close the tab. RollForge remembers your business context across every conversation. Upload a CSV, forward an email, or drop in a statement — your numbers are always loaded and connected. Reports go straight to your investors — not screenshots to you. See the full comparison →

No. RollForge was built AI-native from day one. The core is a conversational AI Operating Partner that answers questions from your live data — briefings, anomaly detection, AR dunning, and margin audits are all outputs of that layer, not bolted-on features. 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.