7 days free — card optional. An AI that learns from every conversation, remembers your context, and gets better over time. Founder $199/mo or Pro $499/mo after trial.
Cancel before day 7: $0.
Best for an owner running one business who wants an AI that learns it cold — and gives strategic CFO insight to hit your goals.
Cancel before day 7: $0.
Built for owners running two to five businesses who want one AI that knows each of them — and strategic CFO insight to hit every goal.
| Channel | Founder | Pro |
|---|---|---|
| Daily briefing email | Unlimited | Unlimited |
| Email, SMS, or chat queries | 500 per 30-day window | 2,000 per 30-day window |
| At 80% of cap | In-app banner + email nudge (Founder plan) | |
| At 100% of cap | Web chat, email, and SMS answers hard-stop. Briefing summaries keep shipping. No overage charges. You get a clear message with your reset date. | |
All channels — email, SMS, chat — share one AI-answer allowance per 30-day window (500 on Founder, 2,000 on Pro). Daily briefing summaries are unlimited and do not count against the cap. No silent throttling — ever.
Need something different? Email info@rollforgeops.ai
RollForge's AI builds a model of YOUR business over time. Every conversation adds context. The longer you use it, the more accurate it becomes. That's the feedback loop — included from your first daily briefing onward.
RollForge isn't just for HVAC, plumbing, and electrical. The same AI financial intelligence that tracks dispatch efficiency works just as well for property holdings, short-term rentals, and multi-location franchises.
Yes — cancel in-app, no email required. Settings → Billing → Cancel Subscription. Your data is preserved for 30 days after cancellation and can be exported in full (CSV + JSON). Your AI loses everything it learned about your business — that's the real cost of leaving.
Yes. The free trial lets you explore every feature — AI chat, financial reports, AI-driven business planning, data integrations. No card required. You are not charged until day 7, and you can cancel before then for $0. Import your own data or start with a sample dataset. Evaluate the product completely before connecting everything, and by Day 6 the AI already knows your business — that's the point.
A CSV export from your operations system is enough to get started. QuickBooks Online and Xero connect with one click, Plaid handles bank accounts directly. Import your data and start exploring — no blockers.
Founder: $199/month (1 company, 500 AI answers per 30-day window, daily briefing summaries, AR aging, goal tracking). Pro: $499/month (unlimited companies, 2,000 AI answers per 30-day window, all-business briefings, lender-ready reports, advanced margin audits, full cross-business benchmarking). Web chat, email, and SMS share one AI-answer allowance per plan. Daily briefing summaries are unlimited on both plans and do not count against the cap.
Yes — annual plans save ~$400/year vs monthly. Founder: $1,990/yr. Pro: $4,990/yr. Switch to annual anytime in Settings → Billing. Prorated credit applies mid-cycle.
Founder covers 1 company at $199/month. Pro covers unlimited companies at $499/month. Upgrade to Pro anytime in Settings → Billing.
Founder ($199/mo): 1 company, 500 AI answers per 30-day window, daily briefing summaries, AR aging, goal tracking, CSV upload + email ingestion. Pro ($499/mo): 2,000 AI answers per 30-day window, unlimited companies, multi-company entity resolution, priority email response, lender-ready reports, advanced margin audits, full cross-business benchmarking. Web chat, email, and SMS share one allowance per plan.
Ask any question about your business — cash, AR, margins, runway — via email, SMS, or chat. 500 AI answers per 30-day window on Founder, 2,000 per 30-day window on Pro. Web chat, email, and SMS share one allowance per plan. Daily briefing summaries are unlimited and do not count against the cap. Reports have no monthly cap and you may keep up to 200 saved reports at any time. AI with learned memory, CSV upload + email ingestion, custom KPI tracking, industry benchmarks, AR aging, margin engine, goal tracking, file storage. Pro adds unlimited companies, multi-company entity resolution, priority email response, lender-ready reports, and margin audits.
No. Start with just your email and company name — full access when you connect your first account. No card required at any point during trial.
Our infrastructure providers (Render, Neon) hold SOC 2 Type II certifications. RollForge's application-level controls are in progress. Review our full Security Summary →
No. RollForge handles the AI for you. There are no models to choose, no API keys to manage, and no per-token or usage-based AI charges - your plan includes a monthly allowance of AI answers, and the AI is already built into every part of the product. You add your business, connect your data, and start getting answers. No prompt engineering, no configuration.
RollForge gets smart about your business as soon as you give it something to work with. The fastest start is connecting your bank through Plaid - it takes about 90 seconds, it's read-only, and your first daily briefing lands the next morning, about your business rather than a generic example. You can also upload a CSV export (QuickBooks, Xero, ServiceTitan and others) or forward statements and invoices to your private RollForge address. The more you connect, the sharper it gets.
Each business is its own space. When you ask your AI CFO a question, you choose which business you're asking about, and the answer is scoped to that business only - its numbers, its history, its context. You also get an all-businesses view that rolls everything up when you want the big picture. Switching between businesses is one click.
Each business has its own private forwarding address. Forward that business's invoices, statements, and bills to its address and RollForge files them under the right business automatically. You'll find each business's address in its settings.
You control access by role. As the owner you get everything. You can invite your accountant or bookkeeper with read-only access to the financials, invite a partner or team member, or add a viewer limited to specific views. Everyone you invite sees only what you grant them - your accountant sees the numbers, not your billing.
Yes. Your data is yours, and RollForge does not sell it. Bank connections are read-only through Plaid, integration credentials are encrypted, and each organization's data is scoped to that organization. See our Privacy Policy and Security page for the details.
You don't need them. A connected bank account alone is enough to get daily briefings, cash-flow tracking, and net-worth trends. Accounting (QuickBooks, Xero) and job data (via CSV export) make the margin and AR features richer, but they're optional.
7 days free — card optional. Ask your first question. Watch it get smarter.