Real-time finance changes how businesses operate.
We sit on top of your existing software and give you real-time financial visibility your bookkeeper can't deliver. Starting with the trades.
We're accepting 10 design partners in 2026. See if you're a fit.
Five things every owner of a $5M business knows, that their software doesn't.
Sunday-night dread.
You sit down to check the week and you can't tell what actually made money. The reports are stale and don't match the bank account.
The agent texts you Sunday morning with the truth — by job, by tech, by service line.
Busy but broke.
The trucks ran all week. The schedule was full. The bank account looks the same. Nobody can tell you why.
Real-time job profitability finds the leak before it shows up on the P&L.
Which jobs make money?
You suspect it's the maintenance contracts, not the big installs. You can't prove it because the data lives in four systems.
The agent reconciles labor, parts, drive time, and revenue across Jobber + payroll + the bank — one view, all the time.
Money on the table.
Invoices not sent. Maintenance renewals missed. Vendor overcharges that nobody catches. Every week a few hundred dollars walks out the door.
The agent catches these and either fixes them or asks for one tap to approve.
Your CPA shows up in March.
By the time the books are right, the year is over. The decisions that needed to be made in May happened with bad information.
Close happens by the 5th of every month — automatically. You see the numbers when you can still act on them.
Every one of these exists because finance is reactive instead of real-time. We're closing that gap.
We don't replace QuickBooks. We put a brain on top of it.
QuickBooks, NetSuite, and Sage are filing cabinets. They record what happened after the fact. Brilliantly, but slowly, and only what their forms know how to ask.
COSai is the cognitive layer that sits on top. It reads from Jobber, the bank, payroll, your CRM, and your books simultaneously — and tells you what's actually happening across the business. In real time, not 30 days later.
You don't switch tools. You don't fire your bookkeeper. You add one system that makes all the others work together.
Design partners get something other customers won't.
- ·Direct line to the founder — Rico is your point of contact for the first 60 days, not a customer success rep.
- ·Pricing locked at a rate no future customer will see.
- ·Product priorities shaped directly by what you need.
- ·Early access to features before they're broadly released.
- ·A monthly report showing what we caught for you — every dollar recovered, every margin issue flagged, every hour your bookkeeper would have spent on what we did automatically.
Built by an operator who's been the customer
Rico Hinds has been the customer for seven years.
He's run twenty-five-plus businesses across two holding companies — SureSwift Capital and Relay Commerce — and looked at nearly a hundred more from the buyer's seat. Across every one of them, the same problem: financial information that wasn't there in time to make decisions. COSai is what he wished existed the whole time.
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